Offshore Advisers

Top Recommended Offshore

JOHN BELL

CAZENOVE CAPITAL

‘We have an ongoing dialogue with the families and businesses that we look after,’ says Guernseybased John Bell. ‘Our service is best described as “high touch” — we are able to advise and guide our clients on a timely basis.’… Read More

CORA BINCHY

STONEHAGE FLEMING

In the past year Stonehage Fleming’s Family Office Division has relinquished some management functions in order to work more closely with HNW clients and their structures, says partner Cora Binchy. The Jersey-based specialist and trustee advises families and their businesses… Read More

COLIN BIRD

MAITLAND

‘International changes which impact the industry create both challenges and opportunities,’ says Colin Bird, partner at Maitland. Bird is recognised in the Isle of Man for his specialisms in complex commercial, investment fund and trusts work. In the past year,… Read More

ANGELA CALNAN

COLLAS CRILL

‘People say: “Find a job you love and you’ll never work a day in your life”,’ says the head of Collas Crill’s fiduciary team, Angela Calnan. ‘That’s true for me — I really love what I do and the people… Read More

ANDREW CAREY

LOCATE GUERNSEY

‘Guernsey is on the radar in places as far afield as Hong Kong from where we’ve had interest and actual relocations,’ says head of Locate Guernsey, Andrew Carey. Carey not only provides direct advice to HNWs and businesses, but also… Read More

RUSSELL CLARK

CAREY OLSEN

For russell Clark, the head of trusts and private wealth at Carey Olsen, the ideology behind understanding all aspects of trusts and fiduciary business is simple: it’s all about understanding the client’s mindset and the driving force behind their decisions…. Read More

JULIE COLLINS

EFG WEALTH SOLUTIONS

It’s certainly been a challenging 12 months for Julie Collins, executive director and head of business development at EFG Wealth Solutions in Jersey. ‘The past year has been consumed by restructuring — mainly with clients who have a UK connection… Read More

EUAN DANGERFIELD

CAZENOVE CAPITAL

Euan Dangerfield, client director at Cazenove Capital in the Channel Islands and responsible for the business development there, has continued to welcome a steady stream of new clients since the merger. ‘Since merging with Schroders, new business enquiries continue to… Read More

MICHAEL HEYWORTH

TRUST CORPORATION INTERNATIONAL

Michael heyworth, director and one of the four founders at Trust Corporation International, is a name to know for complex trust issues. He is the lead director for a number of family office relationships, investors in private equity, property and managed… Read More

KEVIN LEMASNEY

LOCATE JERSEY

Locate Jersey’s director of high value residency Kevin Lemasney says priorities remain constant for his HNW clients: ‘Quality of life, quality of business environment and stability’. Lemasney helps those looking to relocate to Jersey, and acts as a single point… Read More

STEVE MANKLOW

ROTHSCHILD WEALTH MANAGEMENT

‘Our core strength is building portfolios focused on wealth preservation, which includes protecting against large losses,’ says Steve Manklow, assistant director. That feeds in well to the current state of the markets, he adds: ‘Although markets have been relatively benign… Read More

CHRIS MATTHEWS

RBC WEALTH MANAGEMENT

Chris Matthews began his career in the hospitality sector, but soon sought to branch out into the wealth management industry: ‘I could find the key values of hospitality in private banking,’ he says. The specialist relationship manager and Jersey-based director… Read More

PAUL PYBUS

PRICE BAILEY

Paul Pybus is a name in the market, having established the first fiduciary wealth solutions office for Price Bailey in 2010 in Guernsey. With a vast amount of experience in multiple sectors including insurance, tax planning, trusts, company administration and… Read More

JOHN RIMMER

ADVOCATE JOHN RIMMER

‘It’s a very dynamic time for the offshore sector,’ says John Rimmer, private client lawyer and founder of Advocate. ‘The past year or so we’ve had several significant court cases where we’ve managed to get some satisfactory results for the… Read More

FRANCIS SNODING

LEGIS TAX LIMITED

‘The demand for tax advice is becoming greater as tax legislation becomes more complex,’ says Francis Snoding, director at LTS Tax Limited. As a chartered tax adviser, he has specialist knowledge across a wide range of international taxation for private… Read More

JONATHAN SPECK

MOURANT OZANNES

Jonathan speck, a partner at leading international law firm Mourant Ozannes in Jersey, is recognised as a respectful litigator, and specialises in commercial litigation involving contentious and non-contentious trusts. Speck and his team are particularly proactive in seeking to minimise… Read More

HAIDéE STEPHENS

LOUVRE GROUP

The managing director of Louvre Group Haidée Stephens is optimistic about the future of the firm: ‘Our independence and international presence have proven to be growth drivers,’ she says. The Guernsey-based group is a privately-owned international organisation dedicated to offshore… Read More

ANA VENTURA

STONEHAGE FLEMING

‘The negative connotations that used to be attached to offshore jurisdictions seem to have dwindled,’ says head of the Jersey family office division at Stonehage Fleming, Ana Ventura. ‘Jersey is so highly regulated that you don’t describe it as an… Read More

JULIAN WINSER

CAZENOVE CAPITAL

‘Legislation is constantly changing with the ages — and the argument for the offshore jurisdictions is to do with diversification, not to do with tax,’ says Julian Winser, chief executive officer of Cazenove Capital. ‘And any sensible client will diversify.’… Read More