Managing director, Kevin Loundes sheds light on how and why the Abacus Trust Group gives its clients the peace of mind they are looking for.
In this exclusive video, he says: "It is all about getting to know the client, it's not about telling the client what services we can provide to them - it is about making sure we understand their particular needs, background, their assets, the particular intricacies of their family - once you understand that, then you can then start talking about how we might provide services to them."
Kevin is responsible for the overall operation and performance of our Isle of Man office. He oversees the key business functions, manages client relationships and promotes the Abacus Trust Group and the Isle of Man internationally.
He has a great deal of experience in the offshore financial services industry having worked in senior roles within the accountancy, tax, trust and corporate sectors.
Kevin is the go-to person for a number of international families, entrepreneurs and corporate clients who he assists with the establishment and management of a wide range of complex trust and multi-jurisdictional structures. He has particular regard to residence, domicile, asset protection, wealth management and inheritance solutions.
He works closely with other professional advisers to deliver a bespoke service to every client.
Kevin graduated from Hull University with a degree in Economics, is a fellow of the Institute of Chartered Accountants in England & Wales, a member of the Chartered Institute of Tax, the Society of Trust and Estate Practitioners and an associate member of the Institute of Directors.
