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Digital Onboarding

5th June 2020

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 ...

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 ...