Choosing the right partner to preserve and enhance wealth depends not only on expertise, but also exceptional service and consistent performance.
Together, these create the foundation for trust, the most valuable currency in any financial relationship.
But what does exceptional service look like?
It must be far deeper than simply a transaction. Great service lies in genuinely putting the client first and making sure it is felt at every interaction. Excellent training, industry experience, and attention to detail are all added into the mix.
Clients want to feel they are being treated respectfully with services that are transparent, fair, and mindful of their time and money. Empathy, energy, friendliness, and professionalism are as important as efficiency.
Other considerations include:
- Attention to detail. A missed deadline, an overlooked compliance requirement, or poorly drafted document can carry significant consequences.
- Responsiveness. In fast-moving markets, opportunities can be fleeting, and clients need advisers who can act decisively in a timely manner.
- Trust and discretion. Clients must feel confident their affairs are handled with the highest standards of integrity and confidentiality.
Abacus clients trust us to look after their interests and our service philosophy rests on three pillars:
1. Personal relationships
We believe every client deserves more than just an account manager—they deserve a dedicated director who is personally invested in their success. Our directors lead client relationships diligently, ensuring communication is seamless, decision-making is informed, and accountability is clear.
This personal involvement allows us to build trust, understand the nuances of each client’s needs, and provide continuity of service over the long term. Whether advising a family on estate planning or assisting a business with cross-border structuring, our approach ensures clients always feel heard, valued, and supported.
2. Proactive support
Exceptional service is not reactive, it anticipates needs. Our experienced team stays ahead of regulatory changes, industry developments, and market dynamics to ensure clients are prepared. We pride ourselves on identifying potential risks and opportunities before they arise, saving time, cost, and concern.
This proactive stance means appropriate response times, consistent communication, and the foresight to adapt solutions as circumstances change. For clients, this translates into peace of mind: they know their interests are being safeguarded.
3. Bespoke solutions
No two clients are alike, and no two solutions should be either. We take the time to understand each client’s goals, values, and priorities before crafting offshore structures tailored to their unique circumstances.
Personalisation is essential. Off-the-shelf solutions rarely meet the nuanced requirements of individuals with complex asset bases or for corporations operating across borders.
Managing director, Kevin Lounds said: “Our clients require technical expertise and excellent customer service. To achieve that our team is highly qualified and experienced, with our clients benefitting from a depth of knowledge that is both broad and specialised.
“We invest time in every relationship, recognising trust is built through consistency, attention, and care. As a professional fiduciary we operate with integrity, always prioritising our clients’ best interests above all else.”
No action should be taken on the basis of this note, nor should it be construed as amounting to tax, legal or VAT advice. Suitable, specific and professional advice should always be obtained in respect on any particular issue.
