Private Client Trust and Advisory Services 2018

WWL’s 2018 Private Client Trust and Advisory Services chapter features 169 of the world’s leading non-lawyer experts who are identified for their expertise in assisting private clients manage their financial and tax arrangements, family offices and businesses, and succession planning.

Methodology

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 truly outstanding practitioners and the very best in their field.
 
Who's Who Legal does not list law firms, only individual lawyers. The leading firms are those in each region whose listed practitioners received the most total nominations in our research.
 

EMEA

Global Elite Thought Leaders
1. Simon Jennings Smith & Williamson, London
2. Paul Hodgson Butterfield Trust, St. Peter’s Port
3. David Poole Citi Private Bank, London
4. Alan Binnington RBC Wealth Management, St. Helier
5. Xavier Isaac Accuro Trust, Geneva
 

Leading Firms

Butterfield Trust

This full-service operation emerges as one of the top firms in our research this year, accruing seven listings in total in the European market.
Paul Hodgson is described as “outstanding” by respondents from around the globe. His expertise lies in trust and company administration.
Jim Parker is a long-standing specialist in the Swiss market who draws consistent and effusive praise for his expertise in wealth advisory services.
Alison Parry is praised by peers as an “excellent” offshore fiduciary structure specialist. She boasts over 20 years of experience in this field.
John Morris is a prominent name in the market, with over 20 years of expertise in the trust and fiduciary sector. He has considerable expertise working with an international high-net-worth clientele and has held a number of senior trust positions. 

Smith & Williamson

This truly international, full-service firm distinguishes itself as one of the market leaders by also gaining seven listings for its practitioners.
Simon Jennings is a “a very highly regarded” leading figure and “prominent name” in the market. His expertise lies in tax planning and contentious matters for families around the world.
Joss Dalrymple is a well-regarded figure in the private client market, with extensive knowledge and experience in tax and regulatory matters.
Louise Somerset gains significant recognition from respondents in this year’s research. She boasts over 30 years of expertise in a broad range of private client matters including trusts, offshore trusts and real estate.
Simon Mabey is praised by peers across Europe for his skill as a private client adviser and senior tax adviser.

RBC Wealth Management

This firm performs well this year, with a total of five listings.
Peers have identified Alan Binnington as “one of the best trustees in the Channel Islands”. His speciality lies in advising high-net-worth clients on offshore structures and estate planning matters.
Respondents in the European market identify Sarah-Jane Parker as a highly skilled expert in private client matters.  

Other Leading Individuals

Channel Islands

Alasdair McLaren at First Names is praised effusively by clients for his “quality work and his search for practical and sensible solutions” and his “great attention to detail”. He boasts over 25 years of experience and expertise in the fiduciary services industry and as a chartered accountant.
Jennifer Le Chevalier is a highly regarded practitioner in the trust and advisory market at the firm.

Simon Morgan at Vistra is held in high esteem by clients in Europe for his outstanding experience and wide-ranging expertise in the private client field.

Ian Rumens at Intertrust is described as a “fantastic practitioner” who provides an “extremely high quality of work” for clients. His expertise in establishing and administering offshore structures is particularly well regarded.

Anthony Pitcher of LGL Trustees is praised as a “very strong” specialist in the field by respondents this year. He has extensive experience managing trusts and other fiduciary structures of ultra-high-net-worth clients around the globe.

Peers in Europe describe Michael Betley of Trust Corporation International as “an excellent practitioner” in the market. His speciality lies in advising both families and financial institutions regarding wealth management and estate planning matters.

Elena Gogh at Babbe ranks as one of the go-to private client trust and advisory practitioners in Guernsey. She has experience in advising high-net-worth individuals on a broad range of trust and family office structures.

Jim Gilligan at Carey Group earns distinction from peers across Europe this year, who recognise the excellence of his expertise in trust structures gained through 20 years of experience in fiduciary services.

England

David Poole from Citi Private Bank is highlighted by respondents as a top name in the market. He offers international clients nearly 30 years of expertise in a broad range of private banking services. 

Catherine Grum at KPMG is a highly regarded figure in the English market who has extensive experience advising families on the establishment of family offices and restructuring family businesses.

Paul Knox with JP Morgan Private Bank is a long-standing and highly praised fixture in the private client trust and advisory market, with over 30 years of experience in providing financial guidance to high net worth clients.

Paula Higgleton at Deloitte is described as “a real star” in the English market by peers this year. She boasts over 25 years of experience in advising high-net worth international families on a range of wealth structures and tax matters.

Superb practitioner David Kilshaw at Ernst & Young stands out for his top-tier handling of tax matters and family office work.

Helen Jones of BDO is highly praised as an “excellent practitioner” who comes with the “full endorsement” of peers in Europe. Her 20 years of experience in personal and business tax matters distinguishes her as one of the top names in the market.

James Sykes at Saffery Champness is a well-established practitioner in the English trust and advisory market, known for his expertise in advising clients on a broad range of wealth management issues.

Steve Griffiths at Saranac Partners is “outstanding”, according to effusive peers in the European market. He commands impressive knowledge and 30 years of experience in tax and financial planning services.

Paul Stibbard at Rothschild Trust is acclaimed as the “respected elder statesman of the industry” and a “well-known name” to practitioners across Europe. His speciality lies in tax matters and wealth-structuring affairs.

Roddy Balfour of Virtus Trust Group is a well-known name in the market, with over 40 years of experience in financial services and advising high-net-worth clients on wealth management matters.

Jonathan Sutton at Dixon Wilson is a greatly respected and well regarded financial and tax planning specialist both at the domestic and international levels.

Alex Scott at SandAire Investment Office has built an impressive practice advising clients on an array of sophisticated wealth management and succession planning matters.

Switzerland

Xavier Isaac at Accuro Trust is “a pleasure to work with” in the private client field and is one of the leading lights in the Swiss market. He specialises in trust and family office matters.

Respondents describe Daniel Martineau of Summit Trust International as "a supremely experienced trustee who is great to work with".

Alexandre Semboglou from Rhone Trustees earns praise from respondents on both sides of the Atlantic in this year’s research. He has built up an excellent reputation thanks to his impressive practice advising clients on a plethora of trust matters. 

Natacha Onawelho-Loren at Accuro Trust is a highly skilled expert in trust structures and tax matters, and is recognised by peers for the capabilities in the area.

Stella Mitchell-Voisin at Summit Trust International is highly commended by peers, who note her skill and experience advising clients on a huge spectrum of trust and company management matters.  

United Arab Emirates

Andrew Young at Davidson & Co is a favourite among clients, who praise his "accuracy, diligence and timelines", as well as the "breadth and depth of his knowledge about the law regarding offshore structures and family governance".

 

The Americas and the Caribbean

Global Elite Thought Leaders
1. Michelle Wolfe Meritus Trust Company Limited, Hamilton
2. R James Stooke Butterfield Trust, Hamilton
3. Barry Goodman Trident Trust Company, Road Town

Leading Firms

Bessemer Trust

This well-known private wealth management firm emerges as the market leader in the US this year, with two highly listed practitioners. 
Steve Akers is a clear leader in the US market, according to peers. He has considerable expertise and experience in estate planning and tax matters.
Murray Stoltz ranks among the elite practitioners in the US market, and has extensive experience advising clients on investment management, wealth planning and family office services.

Other Leading Individuals

Bermuda

Michelle Wolfe at Meritus Trust Company is an “outstanding leader” and ranks as a Global Elite Thought Leader in our research. She is a trust specialist with significant expertise in advising families on establishing charitable, discretionary and private trust companies.

Charmaine Tucker from Lombard Odier Trust is a highly respected practitioner and a prominent figure in the field, noted for her knowledge of trust structures, succession planning and tax advice.

James Stooke at Butterfield Trust is a top name in the market who commands more that 30 years of experience giving advice on a wide range of wealth management matters to an international clientele.
Martin Pollockstands out for his skilled work in fiduciary services and trust structures, areas in which he boasts over 15 years of experience.

British Virgin Islands

Barry Goodman of Trident Trust Company is “a highly experienced” and prominent name in the market, say peers from around the world. His practice specialises in corporate, fiduciary and fund administration.

Cayman Islands

Michael Halsey of Sackville Bank and Trust Company is a favourite among clients who praise his “very high quality of work, his professionalism, deep knowledge and attention to detail”. They note that he is “a well-respected and reliable member of the financial community”.

Alan Milgate at Rawlinson & Hunter is considered a top-tier name in the field by peers. He is highlighted for his expertise in international trust structures, estate planning and private trust companies.

Marcus Parker at Genesis Trust & Corporate Services is a well-regarded figure in the market who commands over 20 years of expertise in international wealth structures and trust matters.

USA

Dan Lindley of Northern Trust receives widespread acclaim from peers in the US and emerges as a market leader in our research. He has particular expertise in fiduciary product development and litigation.

 

Asia-Pacific

Leading Firm

JP Morgan

One of the world’s largest banks by assets under management is identified as the market leader in in our research, with two practitioners listed this year.
Kenny Foo is identified by respondents as a leading name in the Hong Kong market, who has extensive knowledge and experience in tax and trust structure matters.
Ann Ling draws international praise from peers this year for her work in the private client space.

Other Leading Individuals

Hong Kong

Karen Mae Cheung at Vistra impresses market commentators with her “very responsive” approach. She is a specialist in Chinese tax law and has a decade of experience serving US and European clients entering the Chinese market.

Nic Bentley at Bentley Trust is a well-established figure in the Hong Kong market, who commands over 40 years of expertise advising clients on their tax and wealth planning affairs, as well as on establishing trusts in Switzerland, Hong Kong and the Channel Islands.

Melanie Ison at Nerine Trust Company earns recognition from peers in Europe and Asia for her work as a succession planning specialist.

Singapore

Britta Pfister of Rothschild Trust has built an “outstanding reputation” among her peers in Europe. She is a specialist in international tax law and trust structures.

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Nominees have been selected based upon comprehensive, independent survey work with both general counsel and private practice lawyers worldwide. Only specialists who have met independent international research criteria are listed.

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