Search the leading directory for the private wealth industry

Manage your profile

Let 38,000 visitors find you. With 172,000 page views, Citywealth enables UHNW clients and charities to review your services quickly.

Upgrade profile options

Michelle Wolfe

Managing Director

Specialism: Trustees Corporate Trustees, Private Client Trustees

Company: Meritus Trust Company

Location: Bermuda

Citywealth rating

4.714285
Average: 4.7 (7 votes)
Fee Level:
4.42857
Average: 4.4 (7 votes)
Quality of Advice
4.714285
Average: 4.7 (7 votes)
Communications Skills
4.857145
Average: 4.9 (7 votes)
Interpersonal Skills
4.857145
Average: 4.9 (7 votes)
X

Please make sure you fill in all the fields marked with an asterisk *

Peer review:

Michelle is always a joy to work with. She manages an excellent team of skilled trust officers and accountants with extremely high work ethics and standards. Her breadth of knowledge in many disciplines is truly quite impressive as is her go to attitude. A highly recommended trustee.

Vanessa Schrum    Appleby (Bermuda) Limited   
09 Aug 2018

Peer review:

Michelle is one of a kind. She is unbelievably committed to her client base and the family members she serves. She is fearless in getting to the heart of a problem and has the energy, technical ability and experience to help people see a different perspective. She has an incisive brain and deep emotional intelligence but Michelle combines her enviable skill-set with a warm, open and generous personality. Her humour is infectious and her love of her work shines through in all her dealings with clients, colleagues and advisors alike. She is, quite rightly, regarded as at the pinnacle of her profession, a true trusted advisor and able to handle the most complex and difficult situations.

09 Aug 2018

Peer review:

Michelle is the go-to Trustee for ultra high net worth families. She has a wealth of experience and is supported by a first class team at Meritus in Bermuda. Michelle is more than just a trustee - she is a trusted adviser and confidante to the families that she looks after. She is also very tough and is quite prepared to stand her ground. She is very good at getting the best out of people whether they are other professionals, co-trustees, bankers or family members.

Robert Brodrick    Payne Hicks Beach   
09 Aug 2018

Peer review:

Michelle brings a humanity and warmth which is often missing in the industry. A real star.

ben    adamson   
08 Aug 2018

Peer review:

Michelle is excellent at what she does and gives you complete confidence in her ability to handle the most complex of matters.

08 Aug 2018

Peer review:

Her ability to bring people together, her willingness to hold very frank, honest conversations with the client and other service providers as we worked on some major issues, her passion for everything she does and her unending capacity to retain a sense of humour, made her a pleasure to work alongside. I would describe Michelle as a highly skilled trustee dealing with demanding situations with a great deal of ability.

07 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 April French at afrench@citywealthmag.com

next >
< back

Michelle Wolfe currently has no profile.

To add a profile please upgrade now

2017 

Michelle Wolfe currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: Yes

Meritus Trust Company

Number of offices globally: 1-5

Michelle Wolfe currently has no contact details

Peer review:

Michelle is always a joy to work with. She manages an excellent team of skilled trust officers and accountants with extremely high work ethics and standards. Her breadth of knowledge in many disciplines is truly quite impressive as is her go to attitude. A highly recommended trustee.

Vanessa Schrum    Appleby (Bermuda) Limited   
09 Aug 2018

Peer review:

Michelle is one of a kind. She is unbelievably committed to her client base and the family members she serves. She is fearless in getting to the heart of a problem and has the energy, technical ability and experience to help people see a different perspective. She has an incisive brain and deep emotional intelligence but Michelle combines her enviable skill-set with a warm, open and generous personality. Her humour is infectious and her love of her work shines through in all her dealings with clients, colleagues and advisors alike. She is, quite rightly, regarded as at the pinnacle of her profession, a true trusted advisor and able to handle the most complex and difficult situations.

09 Aug 2018

Peer review:

Michelle is the go-to Trustee for ultra high net worth families. She has a wealth of experience and is supported by a first class team at Meritus in Bermuda. Michelle is more than just a trustee - she is a trusted adviser and confidante to the families that she looks after. She is also very tough and is quite prepared to stand her ground. She is very good at getting the best out of people whether they are other professionals, co-trustees, bankers or family members.

Robert Brodrick    Payne Hicks Beach   
09 Aug 2018

Peer review:

Michelle brings a humanity and warmth which is often missing in the industry. A real star.

ben    adamson   
08 Aug 2018

Peer review:

Michelle is excellent at what she does and gives you complete confidence in her ability to handle the most complex of matters.

08 Aug 2018

Peer review:

Her ability to bring people together, her willingness to hold very frank, honest conversations with the client and other service providers as we worked on some major issues, her passion for everything she does and her unending capacity to retain a sense of humour, made her a pleasure to work alongside. I would describe Michelle as a highly skilled trustee dealing with demanding situations with a great deal of ability.

07 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 April French at afrench@citywealthmag.com

Michelle Wolfe currently has no reviews

Michelle Wolfe currently has no case studies