2018 IFC Powerwomen Top 200

Posted on Sep 26, 2018 in Latest News

Rhona Humphreys, Director of Imperium Trust has been included in the IFC Powerwomen top 200 listing for the second year.

The IFC Powerwomen Top 200 list focuses on professionals in the global private wealth industry and celebrates powerful women. It recognises women of achievement who are trailblazers in their field, helping to promote business excellence in their home jurisdiction and consolidating the reputations of the financial services industry globally.

Rhona received a number of testimonials from her peers as part of the selection process:

Rhona is an absolute professional. Always willing to go the extra mile, she has the most extensive Trust knowledge I have come across in the industry. Whilst personable and approachable, there is no denying the sharpness of mind and ability to see “outside the box” to ensure that client service is truly second to none.
Rhona is a ‘stand out’ leader in her field. In Rhona you find that rare mix of technical expertise, and communication and organisational skills all in one person. Rhona gets to the point quickly and is extremely easy to deal with. She is highly recommended.

Rhona is a great practitioner to work with, very knowledgeable and client focused. I have no hesitation in recommending her to my UHNW clients.

Rhona has a superb technical knowledge when it comes to offshore fiduciary structures. Second to none.

The Citywealth Leaders List is a directory that helps individuals and charities with £5 million and above to choose the best wealth managers and advisers globally. It was launched in print in 2005 and continues to grow and expand in both print and online.

Guernsey’s first private wealth forum

Posted on Sep 10, 2018 in Latest News

Although Guernsey’s client base is truly international with many clients possibly having no UK nexus, the island’s fiduciary industry still regards London as the premier hub for international private wealth advice, making the City the ideal location for the first-ever Guernsey Private Wealth Forum, hosted by Guernsey Finance.

Alasdair McLaren, Guernsey Association of Trustees (GAT) Committee Member, immediate past chair of STEP Guernsey and Director said the general mood amongst practitioners was very positive.

The client base for Guernsey practitioners continues to be driven by succession and estate planning and asset protection for international families. We’ve also seen a growth in corporate fiduciary work.

STEP Guernsey Chair Adele Perrot, said a number of consultations in recent years had moved the industry forward in terms of regulatory reform, including the introduction of a privately-held beneficial ownership register and ongoing refinements to the supervisory laws.

As a result of its secure and stable government, its sophisticated anti-money laundering regulations, neutral tax regime and erudite legal system, Guernsey continues to attract new and complex private clients to add to its vibrant and diverse offering. We expect Guernsey to continue to evolve by creating superior solutions for the private wealth sector in the face of ever-pressing overseas regulatory and economic developments.

 

Shortlisted for STEP Award

Posted on Aug 6, 2018 in Latest News

We are delighted to have been shortlisted in this year’s STEP Private Client Awards in the Trust Company of the Year (midsize firm) category.

The awards – now in their 13th year – offer businesses an opportunity to demonstrate excellence to peer groups and clients and are open to a wide range of professional services firms including private client solicitors, accountants, barristers, bankers and financial advisors as well as fiduciary providers.

Firms are assessed by a panel of judges, representing financial services professionals from around the globe, who shortlist up to five nominees per category, scoring each company’s written submission against a set of criteria specific to each category. For fiduciary firms, the criteria cover areas such as business development and client retention strategy, approach to asset protection, client service delivery and staff’s technical skills and on-going development.

The finalists are then considered by a panel of experts and its recommendations are returned to the judges who meet to make their final decisions.
Imperium Director Casey Jonkmans said:

We are delighted to have been shortlisted for this award. The STEP Private Client Awards is a prestigious event and the selection and assessment process is extremely robust. This is a fantastic validation of the hard work of the entire Imperium team.

The awards ceremony will take place on 7 November at the Park Plaza Hotel in London.