Offshore Advisers

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JOHN BELL

CAZENOVE

When the words ‘physical challenge’ come up, some might think a weekend of team-bonding while walking Hadrian’s Wall or a 5K is in order. However, for others, it’s through participation in ultra-marathons or ‘multi-day adventures such as the Marathon Des… Read More

CORA BINCHY

STONEHAGE FLEMING

The biggest news for Stonehage Fleming as a company this year was the merger of the two companies, which now — as a group — has $40 billon of assets, including $12 billion by the investment arm for families and… Read More

COLIN BIRD

MAITLAND

Dealing with high-net-worth individuals from Maitland’s Isle of Man office never ceases to be interesting for the group’s head of legal Colin Bird. ‘There is always an interesting business being developed in which clients or trustees wish to invest, an… Read More

ANGELA CALNAN

COLLAS CRILL

Angela Calnan, who heads up Collas Crill’s fiduciary team in Guernsey, said that she splits up her day into three: one third fee-earning, one third winning new work, and one third management. And it all seems to be going rather… Read More

RUSSELL CLARK

CARY OLSEN

Russell Clark, the partner of Carey Olsen’s trust and fiduciary business, knows when to sidestep a potential landmine. ‘When you deal with disputes — particularly with beneficiaries — ‘the job becomes about five-per-cent law and 95-per-cent psychology’, he told Spears…. Read More

JULIE COLLINS

EFG PRIVATE BANK

Nothing ever lets up in the financial world, says Julie Collins, executive director and head of development at EFG Bank. ‘The financial world continues to change at an alarming speed, whether driven by the economic environment or legislative developments,’ she… Read More

EUAN DANGERFIELD AND MATTHEW SUTTON CAZENOVE

CAZENOVE

The pair work for a Cazenove Capital Management group (newly-merged with Schroders), which has over £4 billion in assets under management. They maintain that opportunities have been coming in thick and fast since the merger. ‘New business enquiries continue to… Read More

WAYNE GALLICHAN

LOCATE JERSEY

With stints in financial trust, retail, bankruptcy, and working for the government regulatory body, Gallichan has experienced both the public sector and the private sector in Jersey. It gives him a good background of what is required in the two… Read More

RICHARD LE TOCQ

LOCATE GUERNSEY

The former accountant was the chairman of the Guernsey branch of the Institute of Directors when he identified the need for an inward investment team to promote Guernsey as a prime destination for UK HNWs looking to relocate. With over 25… Read More

KEVIN LEMASNEY

LOCATE JERSEY

‘I’ve got a wonderful and varied job,’ the warm and engaging Irishman says with a pleasant lilt, adding: ‘I meet, as you can imagine, people from all walks of life, with fantastic stories to tell.’ Hailing from the west side… Read More

STEVE MANKLOW

ROTHSCHILD

It’s been a good year for Rothschild and Manklow on many fronts. Rothschild as a bank hasn’t leaked clients post-Brexit, and in fact they seem to be quite happy with the way their portfolios have ‘ridden the storm’, Guernsey-based Manklow… Read More

CHRIS MATTHEWS

RBC WEALTH MANAGEMENT

Matthews might have stumbled upon the wealth management industry ‘completely by accident’, but he describes the diversion from his initial interest in the hospitality business as a happy coincidence. His preconception of the private banking world as a ‘number-crunching’ landscape… Read More

PAUL PYBUS

PRICE BAILEY

Pybus, who set up Price Bailey Wealth Solutions in Guernsey in 2010, prides himself on providing clients with an ‘old banking’ experience where he works with them as their only contact and works on their behalf talking to different departments,… Read More

JOHN RIMMER

ADVOCATE JOHN RIMMER

It’s been Manxman John Rimmer’s first full business year of being a one-man-band as Advocate John Rimmer, after he decided to leave his partnership at commercial practice Appleby and go it alone as a private client lawyer. So far, his… Read More

FRANCIS SNODING

LEGIS

Private client tax adviser Francis Snoding set up LTS tax services for a very anti-corporate reason. ‘Our preview employers had growth in a large multi-national, and we preferred the locally-owned partnership style model. It also suited our client base,’ Snoding… Read More

JONATHAN SPECK

MOURANT OZANNES

Like a large majority of UK businesses, Speck and his team at Mourant Ozannes were surprised by the Brexit result, but now, it’s about finding ways to help clients protect against the aftermath. In this, they’ve set up Brexit Advisory… Read More

HAIDEE STEPHENS

LOUVRE GROUP

While other businesses have been worried about Asia, Louvre Group has focused on the area in 2016, according to Haidée Stephens, Louvre Trust’s managing director. ‘Two key strengths of the group, our independence and international presence, have proven to be… Read More

JULIAN WINSER

CAZENOVE GUERNSEY

‘From a travel time perspective, the Channel Islands are no further away from London than Dorset,’ says Winser, slightly scoffing at the notion that the Channel Islands might be a more difficult place to work than ‘the Mainland’. ‘It is… Read More