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Specialism: Trustees Private Client Trustees
Location: St Helier , Jersey
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Average client size: £5 million - £25 million
Fixed fee offering: Yes
Hawksord, 15 Esplanade, St Helier, Jersey, JE1 1RB, Channel Islands
T: +44 (0)1534 740000
Number of offices globally: More than 5
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Managing a client’s trust holding various assets
Vicky acts for an UHNW Middle Eastern client in the management of a large Jersey PTC structure for robust governance, asset protection and philanthropy. The structure holds various international financial assets including portfolio and non-portfolio investments in diverse sectors and global real estate. Vicky offers a highly personalised service, working closely with the client’s advisers to ensure that the client’s needs are met at all times and that decisions can be made in a timely and efficient manner. Vicky attends regular meetings of the board and ensures proactive monitoring of the assets and risks. Vicky has put together a highly skilled and dedicated team to work on the structure, offering a full suite of corporate and fiduciary services and ensuring the client’s advisers have the requisite day to day support on all matters, no matter how complex. Vicky leads the relationship and co-ordinates the team so that the client has peace of mind that the day to day transactional work is executed in a timely and professional manner, thus allowing the strategy to be fulfilled.