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Jane Pearce

Managing Director

Specialism: Trustees Private Client Trustees

Company: Vistra

Location: St Helier, Jersey

Citywealth rating

Average: 4 (2 votes)
Fee Level:
4
Average: 4 (2 votes)
Quality of Advice
4
Average: 4 (2 votes)
Communications Skills
4
Average: 4 (2 votes)
Interpersonal Skills
4
Average: 4 (2 votes)
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Peer review:

I have been very impressed by Jane, having worked with her in different capacities over the last ten years. Not only is she excellent on detail and acutely aware of the technical aspects relevant in the asset management context but she is also incredibly commercial and understands the client’s needs. Jane is proactive and engaged and an utter pleasure to work with.

13 Feb 2018

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2017 

Jane Pearce currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: Yes

Vistra

Number of offices globally: More than 5

Jane Pearce currently has no contact details

Peer review:

I have been very impressed by Jane, having worked with her in different capacities over the last ten years. Not only is she excellent on detail and acutely aware of the technical aspects relevant in the asset management context but she is also incredibly commercial and understands the client’s needs. Jane is proactive and engaged and an utter pleasure to work with.

13 Feb 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Marcela Kunova at mkunova@citywealthmag.com

Jane Pearce currently has no reviews

Client considering changing administrators due to issues over their IT capabilities

The asset management business comprised of two management entities, a UK LLP and a Jersey Limited Partnership, ‘X Asset Management LP’ (the “LP”). The General Partner (the “GP”) of the LP was a Jersey company, ‘X General Partner Ltd’ and there was an intermediate Jersey company, ‘X Intermediate Ltd’ (“XIL”). The LP, GP and XIL were administered by another Jersey service provider and, due to issues over their IT capabilities; the client was considering changing administrators.

They explained that the LP began trading in 2015 and that at this time, the business had one sole investor, a BVI trust, of which the beneficiaries were two individuals. Jane worked through a testing period to ensure that IT systems were appropriate and functioned to a high level to accommodate the client’s business needs; Jane set out a step by step transfer plan and process maps. She undertook a high and level review of due diligence process with special attention to PEP’s to accommodate Legal Regulatory and Privacy requirements.