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12th May 2017

We are delighted to have won the award for best ‘Independent Trust or Fiduciary Company’ at the recent WealthBriefing European Awards 2017 ceremony, held at the Guildhall in the City of London.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said:

“The firms who triumphed in these awards are all worthy winners and I would like to extend my heartiest congratulations. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”

Commenting on our triumph, Iain Johns, Group Head of Private Client Services said:

“We are absolutely thrilled to pick up this award, which reflects not only our continued commitment to differentiation through innovation and client service excellence, but also the tremendous amount of hard work and commitment from our talented team throughout 2016. This win is a great honour for us and I’m grateful to everyone who made it possible.”

We can now look forward to the WealthBriefing Asia Awards 2017, to be held in Singapore on June 1, where we have been shortlisted for two further fiduciary awards.

Our resources and strengths

We value shared ownership

We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.

We invest in people

Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.

We embrace technology

We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.

We value relationships

We aim to work with clients who share our belief in the importance of building strong relationships over time.

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