Meet The Team
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
We are a skilled, qualified and experienced team but we are also approachable and our clients have told us we are nice people to work with.
With a career built in the finance sector, David has developed strong, collaborative relationships with private clients, corporate entities, legal and professional advisers, investment managers, auditors, intermediaries, and banking service providers.
He provides expert oversight of a diverse portfolio of complex, multi-jurisdictional trust and corporate structures. David leads a professional and dedicated team skilled in delivering bespoke corporate secretarial, directorship, trustee, management, and accountancy services. He is committed to guiding staff in delivering the service standards expected by a sophisticated, global client base.
David fosters a proactive and solutions-oriented culture that anticipates and responds to evolving client priorities. He personally manages a portfolio of structures and draws upon his operational and technical expertise to navigate complex scenarios efficiently and effectively, giving clients confidence and peace of mind. His diligent, courteous, and considered approach is highly valued by those he works with.
An experienced fund, company, and trustee director, David adds measurable value to the boards on which he serves by working closely with senior stakeholders to drive strategic outcomes, while adhering to robust risk management and compliance frameworks.
David previously served in the Royal Air Force and is a member of the Society of Trust and Estate Practitioners (STEP) and the Institute of Directors (IoD).
Client relationships diligently managed by motivated directors
Anticipating needs, timely responses and attention to detail
Onshore and offshore solutions to meet the goals of each client
An increasing number of high-net-worth individuals (HNWIs) in the United States of America are using offshore structures to safeguard their wealth.
It is becoming more common, and often advantageous, for trusts to be established under the law of one jurisdiction while being administered from another.
The flexibility and privacy offered by an Isle of Man-incorporated Family Investment Company is particularly appealing to clients who are familiar and comfortable with corporate structures.
