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Paul Perris

Group Managing Director

Specialism: Trustees Private Client Trustees

Company: Crestbridge

Location: St Helier, Jersey

Citywealth rating

2.666665
Average: 2.7 (3 votes)
Fee Level:
3
Average: 3 (2 votes)
Quality of Advice
3
Average: 3 (2 votes)
Communications Skills
3
Average: 3 (2 votes)
Interpersonal Skills
3
Average: 3 (2 votes)
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Peer review:

I have had the pleasure of working with Paul on several non-contentious matters for various high net worth individuals over the course of many years. He is a well-regarded practitioner with a great track record for looking after clients from the Middle East and an excellent reputation for private client work generally. Moreover, he is thoroughly pleasant and affable to deal with.

12 Feb 2018

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Paul joined Crestbridge to contribute to its strategic direction and growth. As a member of the Group Executive, he has oversight of the expansion of the London office and delivery of Real Estate, Fund and Family Office Services.

Paul has over 25 years’ experience in the establishment and administration of multijurisdictional structures. He has a particular interest in the Middle East having lived in Bahrain and worked closely with families and family offices in the region since the late 1990’s. Paul is a Chartered Secretary and member of STEP.

2017 

Paul Perris currently has no Citywealth award

Average client size: Over £25 million

Fixed fee offering: Yes

Crestbridge

Number of offices globally: 1-5

 47 Esplanade,

St Helier

JE1 0BD

Jersey

Channel Islands

T: +44 1534 835645

https://www.crestbridge.com/

Peer review:

I have had the pleasure of working with Paul on several non-contentious matters for various high net worth individuals over the course of many years. He is a well-regarded practitioner with a great track record for looking after clients from the Middle East and an excellent reputation for private client work generally. Moreover, he is thoroughly pleasant and affable to deal with.

12 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

Paul Perris currently has no reviews

Establishing a Jersey private investment company which holds assets in excess of US$1bn

Having built a relationship with a high profile Middle Eastern family over a number of years, Paul and Crestbridge were selected to establish a Jersey private investment company in order to consolidate the family’s international assets. As part of the process they have established numerous subsidiaries in order to hold private equity, direct and indirect real estate assets and other investments. This has required them to take on the administration of structures administered by competitor service providers in order to complete the consolidation process and provide the family with full reporting services and visibility over asset class exposures. 

Paul and Crestbridge are now in the process of establishing multiple trust and foundation structures to hold interests in the private investment company for each branch of the family, which has involved multiple workshops with family members and the creation of separate classes of shares to facilitate control and trading of interests in the private investment company.

They provide directors, administration, accounting, reporting and transaction management services to the structure which holds assets in excess of US$1bn and regularly travel to meet with the family members.