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Private Client - Trust and Advisory Service 2017: Analysis

169 expert advisors are included in this year’s chapter for their widely respected advice on trust management. The individuals listed below advise high-net-worth and ultra-high-net-worth individuals on all aspects relating to trusts including establishment, structuring, management and taxation and regulatory matters.

Thought Leaders
1. Paul Stibbard Rothschild Trust, London
2. David Kilshaw Ernst & Young, London
3. Simon Jennings Smith & Williamson, London
4. Cora Binchy Stonehage Fleming, St Helier
5. Steven Rowland Vistra (Jersey) Limited, St Helier
6. Alan Milgate Rawlinson & Hunter, Grand Cayman
7. Daniel Martineau Summit Trust International SA, Geneva
The Thought Leaders are those individuals who received the highest number of nominations from peers, corporate counsel and other market sources this year. Our research has identified them as being truly outstanding practitioners and the very best in their field.
 

Eminent international trusts experts RAWLINSON & HUNTER garner an impressive 11 listings in this chapter.
Alan Milgate in Grand Cayman advises on the establishment and management of trusts for numerous countries and is an experienced and well-known figure in the market.
Edith Steel in the British Virgin Islands “has an excellent reputation" and is recognised as an authority on trust administration, compliance and regulatory matters.
The outstanding Richard Douglas in Grand Cayman advises on trust management and also acts as director of numerous private trust companies.
Tamara Corbin is a leading name for international trust structures, private trust companies and purpose trusts and a highly respected figure in the industry.
William Walmsley advises on the establishment and management of trusts and is a noted expert in the field.
David Barker in London is a highly regarded figure who is known for his tax expertise and commercial acumen.
 

BUTTERFIELD TRUST is recognised as one of the most respected trust management outfits. It also sees 11 individuals listed this year.
Paul Hodgson in St Peter Port has a multi-jurisdictional client list and is well-known for providing specialist advice and in-depth knowledge of trusts management.
His colleague Lindsay Ozanne is a prominent name in the private client field and is highly regarded within the industry for her relationship-building and knowledge of fiduciary structures.
Alison Parry, also in St Peter Port, is a market leader in the establishment and management of trust structures.
Jim Parker in Switzerland is an expert in global fiduciary and trust structures. He receives accolades for his dynamism and commercial acumen.
Bermuda managing partner Martin Pollock is an expert in fiduciary services with over 15 years’ experience in senior roles within wealth management.
 

The trusts arm of Canada’s biggest bank by revenue, RBC WEALTH MANAGEMENT achieves eight listings.
Alan Binnington in Jersey is an authority in trust administration. One peer says, “He is a leader in the private client space, a good advocate with very strong reputation on the island.”
Julian Washington is a longstanding and well-regarded figure in the trust advisory space; he works with both high net worth individuals and companies.
The esteemed Stuart Rutledge in Toronto is a leading figure in the trusts market internationally and is recognised as a specialist in fiduciary matters.
Sarajane Kempster is a highly respected practitioner with a vast array of experience in fiduciary management on an international scale.
 

Netherlands-based international trusts outfit INTERTRUST sees six of its experts recommended.
The “highly reputed” Philip Le Cornu is an esteemed name in the market. He advises ultra-high net worth individuals on client structures.
David Lambotte is a specialist in fiduciary services and is well-known for his ability to build strong client relationships. He has particular expertise advising multi-jurisdictional ultra-high-net-worth families.
The superb Ian Rumens draws on longstanding experience in the field of wealth management and fiduciary services and is highly respected.

The eminent ROTHSCHILD TRUST finds five individuals listed this year.
Paul Stibbard specialises in cross-border trust planning for individuals and families. He is a Thought Leader in our research and one of the leading lights in his field.
Andrew Penney is a recognised authority in private client matters including trust planning and administration, and is highly sought after by clients.
Helen Watson is a pre-eminent name in trusts management and is recognised for her superb counsel and commercial acumen.

SUMMIT TRUST INTERNATIONAL sees five experts recognised.
Daniel Martineau has longstanding expertise in the field of trusts management and has advised clients in numerous jurisdictions over the course of his distinguished career.
Stella Mitchell-Voisin has experience in trusts and private portfolio management across a wide range of areas including art, bloodstock, property and private equity.
Marcus Parker advises cross-border families on wealth structuring and receives accolades from clients for his ability to build lasting relationships.
 

VISTRA achieves five listings for its global trusts and fiduciary services offering.
Steven Rowland is a leading figure in the industry and has significant experience advising ultra-high-net-worth individuals on trusts management.
Simon Morgan has over 30 years’ experience in the international fiduciary field where he is distinguished for his excellent advice to clients.
Howard Gaskell specialises in complex trusts management in the UK, Russia and the Middle East.
 

Previously known as Bedell Trust, OCORIAN garners five listings from its leading trusts team.
Michael Richardson “has an excellent reputation in the market” and is recognised as a leading name in fiduciary services where he advises private clients and cross-jurisdictional families.
Helen Hendy receives accolades for her ability to build strong relationships with her clients and her expertise in trusts management.
Pauline Gale specialises in advising ultra-high-net-worth individuals on trusts management and has significant experience in the Latin American market.

Boutique RHONE TRUSTEES achieves four recommendations.
Simon Briggs is one of the foremost names in trusts in Switzerland and is highly regarded for his expertise.
The eminent Mark Richford is a leading figure in the market and comes highly recommended by his peers.

DIXON WILSON sees four of its practitioners in this year’s chapter.
David Mellor is a recognised authority in offshore trust management where he has advised and assisted clients for over 15 years.
Jonathan Sutton specialises in trust structures, tax planning and compliance for both UK and offshore clients.

Four practitioners are listed at SMITH & WILLIAMSON.
Simon Jennings works particularly with international families on trust planning and administration where he is very highly regarded.
Frances Jennings is highly respected for her knowledge of family vehicles and tax planning for both onshore and offshore clients.

STONEHAGE FLEMING sees four experts listed.
Cora Binchy frequently acts as a trustee for high-net-worth clients. One respondent says, “Cora has a well-deserved reputation for going the extra mile. She has experience and depth of knowledge and is very focused on achieving the best for her clients.”
John Rhodes has over four decades of experience in private client matters and is a leading authority on trusts management.

Leading consulting firm BDO sees three names recommended.
Head of global private client services Wendy Walton is first choice for high-net-worth individuals when it comes to international tax matters.
 

Three experts are listed at KLEINWORT BENSON.
Malcolm Roberts is a leading light in trusts and fiduciary services and a go-to practitioner for wealth management.

FIRST NAMES GROUP sees three of its experts listed.
Jennifer Le Chevalier is a leader in the field of trusts management and has longstanding experience of handling large client portfolios.

 “Big Four” accounting firm ERNST & YOUNG achieves two listings.
David Kilshaw advises on tax matters relating to family offices and high-net-worth individuals. He is one of the leading transactions experts in the field and is highly sought after within the market.
Carolyn Steppler is a specialist in issues of taxation and is a leading authority on offshore structures including private equity.

Two practitioners at VIRTUS TRUST GROUP are recognised for their stellar work.
Roddy Balfour is a market leader with over two decades of experience advising on international trust management.
Nick Moss has been managing client investment portfolios for over 25 years and is recommended as a commercially savvy and effective practitioner.

DELOITTE sees two listings in this year’s chapter.
Paula Higgleton advises ultra-high-net-worth individuals on tax matters relating to trust management and is one of the best in the industry.
Claire Webster is a national authority on taxation and fiduciary services where she receives numerous accolades from her peers.

Two leading experts at KPMG are recognised.
Mike Walker specialises in advising high-net-worth individuals, family trusts and international family offices.
Catherine Grum is renowned for her advice on asset portfolios regarding transactions and tax matters.

NERINE TRUST COMPANY LIMITED sees two individuals singled out for their superb performance.
Keith Corbin is one of the industry’s leading trustees and is highly sought after for his expertise.
Jonathan Bailey has expertise in BVI trusts and private trust companies. One of his peers says, “I rate him highly. He knows what he's doing and is very easy to work with.”

CLOSE BROTHERS’ managing director Penny Lovell is a standout name in financial management and trusts and frequently advises family offices and high-net-worth individuals.

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