Private Wealth

Jersey Discretionary Trusts

Families which operate internationally or whose financial affairs are otherwise complex have long used Jersey Discretionary Trusts (“JDTs”) to manage, hold, transmit to the next generation, protect and enhance their wealth.

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about Jersey Discretionary Trusts

Employee Trust and Employee Share Schemes Administration

Employee Trusts and Employee Share Schemes are tax-efficient, flexible ways to reward and incentivise key members of staff.

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about Employee Trust and Employee Share Schemes Administration

Trust and Company Administration for Private Individuals

Trusts can be used in a number of ways for the benefit of private individuals in the areas of wealth planning and structuring investment management businesses on a tax effective basis.

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about Trust and Company Administration for Private Individuals

Private Wealth Team

Ben Cooke

BA (Hons) FCA TEP

Chairman

Jon Jennings

LLB (Hons) TEP

Chief Executive Officer

Vanessa Blanchet

BA (Hons) BSc (Hons) TEP

Client Service Executive Director

Bruno Bottai

MSc, TEP

Client Service Director

Melissa McConnell

TEP Dip (ITM) Dip ICSA

Client Service Director

Stephen Le Roy

BSc (Hons) TEP

Client Service Director

Phillip Ainslie

Technical and Compliance Director

Bob Sheasby

Wealth Planning Director

Anthony Smith

Senior Manager, Investment Services

Dominion