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.
David’s career has predominantly been spent in the fiduciary services sector, during which time he has been committed to the development of close working relationships with private clients, as well as with corporates, professional advisers and intermediaries.
On a day-to-day basis David manages a client services team, giving support and technical guidance to ensure the highest levels of customer service and compliance. David is also directly responsible for the expert oversight and hands-on management of a varied portfolio of complex multi-jurisdictional trust and company structures, with an emphasis on UK resident non-domiciled clients and Middle Eastern markets.
With exposure to asset classes such as investment grade real estate, property development projects, high value luxury assets, bloodstock, investment portfolios and specialist projects such as REIT formations, David is entrusted with the management of assets with a combined value of more than £400 million.
David has a degree in Business and Management, holds a Diploma in International Trust Management and is a qualified member of the Society of Trust and Estate Practitioners, the global professional association for those who specialise in family inheritance and succession planning.
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
Inspired by the beauty and endurance of natural minerals, the striking new brand imagery reflects the company’s solid foundations.
Many high net worth individuals, families, entrepreneurs and businesses are familiar with using offshore structures for tax planning purposes.
Praise from work colleagues and friends for Alison Cowin's hard work, loyalty and commitment as she celebrates a significant career milestone.