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Specialism: Private Bankers & Investment Managers Investment Management
Location: St Helier, Jersey
2017 IFC Awards
Outstanding Individual of the Year
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Number of offices globally: More than 5
T: +(44) 1534 740501
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Consolidated advice for an entrepreneur; assets c£70m
I'm currently advising a UK-based entrepreneur and family who are looking to move full time to Jersey. This is a whole wealth review across existing quoted investments, a growing commercial and residential property book and incorporating unquoted business exposure across shipping, pharma, construction and his core business, alternative energy. The aim is to connect all parts of the family’s financial affairs into a coherent risk-managed strategy to allow the entrepreneur to focus on his private investments, whilst Rathbones manages both the overall balance sheet to agreed objectives and offers improved clarity on potentially correlated risks. For example a bias within liquidity, credit, currency, company, industry or revenue stream. My work has required liaison with the family, their trustees and tax advisers, multiple custodians plus third party investment and real estate managers.