Corporate & Fiduciary

When it comes to estate planning, there is no standardised approach, according to Jamey Dwyer, head of active wealth at Zedra, as HNW and UHNW families have different circumstances, assets, needs and objectives, meaning plans need to be structured in a way that is specific and highly personalised to each family

Fiduciary and family office services provider Ocorian has appointed Stuart Geddes as chief information officer (CIO) 

Suntera Global has made a further Guernsey acquisition to broaden its service offering and augment its international fund administration capability

Independent Jersey-based trust company Alex Picot Trust has appointed Paul Rondel as a director

Fiduciary and family office services provider Highvern has appointed legal and private wealth specialist Tom Mylott as head of operations in its Cayman team

Global investor services group IQ-EQ has appointed Matt Okolita as regional chief executive of the Americas, effective 12 April 2023

Rawlinson & Hunter, a UK combined firm of chartered accountants and chartered tax advisers, has appointed five new partners and a director

Fiduciary and family office services provider Ocorian has promoted former eprivateclient Channel Islands Top 35 Under 35 Kirsty Slicer to senior manager

Law firm Fladgate has promoted five senior associates to partner

Fiduciary services provider Altum Group is opening a new office in Cape Town, South Africa