On the 22nd March we took the decision to close all our offices due to the Covid 19 pandemic and all staff started working from home. To date the Isle of Man has had no confirmed cases of Covid for over a month now and as such lockdown ...
Digital onboarding is something that many companies have had to adapt to over the last couple of months. But even prior to lockdown it was clear that clients are increasingly interacting with financial institutions digitally, through ...
In general terms, a Private Trust Company (“PTC”) is a special purpose vehicle established to act as trustee of a family trust or several related trusts. The board of directors of the PTC controls it and as such can direct the ...
The COVID-19 pandemic that has swept across the world has taught us a lot of things. In particular, it has shown that you never know what life has in store or what’s around the corner. It has made many of us reflect on what’s important ...
Trusts are extremely popular for succession planning and wealth preservation and this is for good reason given the various advantages they offer, several of which are outlined below. A Trust is a ‘fiduciary’ relationship where the ...
Please can you give us an overview of your career My career started many years ago with Natwest Trust Corporation, which went on to become Coutts Offshore. I have worked in many areas of financial services including, Tax, Investment ...
