Meet our team
Qualified, knowledgeable and understanding - the right team to complement your success. Our team has extensive experience providing personalised offshore financial services for individuals, families, trusts, businesses and fund structures.
Are you looking for a trusted advisor to build long-lasting and multi-generational relationships with? Working with a team that understands how personal your financial journey is, makes all the difference, which is why we take a client-centric approach.
We plan for more than your funds; we plan for you – with you. Your individual goals and requirements are taken into consideration, with your input, each step of the way and you will be looked after on a highly personal basis.
Meet our team
Qualified, knowledgeable, and understanding - the right team to complement your success. Our team has extensive experience providing personalised offshore financial services and advice for individuals, trusts, businesses, and fund structures.
Are you looking for a trusted advisor to build long-lasting and multi-generational relationships with? Working with a team that understands how personal your financial journey is, makes all the difference, which is why we take a client-centric approach. We plan for more than your funds; we plan for you – with you. Your individual goals and requirements are taken into consideration, with your input, each step of the way, and you will be looked after on a highly personal basis.
Asset Management you can trust
Meet our team of experienced professionals who make Trust, Company and Fund Administration a priority with plenty of experience in trust formation, wealth management, portfolio management, fund formation and Investment Advisory introductions.
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Richard van Vliet
Group Director
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John Rivers-Moore
Group Director
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Adaliz Lavarello
Group Chief Operating Officer
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Chris van Vliet
Group Director
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Jannie Labuschagne
Group Head of Onboarding
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Arthur Evans
Group Head of Accounts
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David Reed
Finance Manager
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Claire Packman
Fund and Investment Administration Manager
Read more -
Seb Le Galloudec
Trust and Corporate Manager
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Laura Stanford
Trust and Corporate Manager
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Stuart Kerrigan
Trust and Corporate Manager
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Bobbie Burnard
Assistant Trust Manager
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Gill Harradine
Group Head of Compliance, MLRO, MLCO
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Phil Lockwood
Compliance Manager
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Rachael Saul
Group Human Resources Manager
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Laura Le Page
Company Secretarial and Governance Manager
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Lee Wallace
Group IT Manager
A personalised experience.
Our client experience is different from one person to the next. Why? Because we are as helpful and as available as you need us to be. Do you already have an investment advisor you trust? We are happy to work alongside your existing advisors and add to your team. We have created an extensive network of industry experts, all of whom are at your disposal.