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The Top 20 Trustees 2023 is a research-led editorial feature highlighting the ‘need to know’ trustees in the wealth management and private client industries.
A great trustee is defined as demonstrating business acumen in maintaining a focus on reaching the decisions required, evaluating and balancing risks and benefits, and always providing a great service.
Imperium Funds was founded in 2020 with no staff or clients and are now pleased to announce that Matthew Bachelet (far left) has joined the team as a Manager, Manuela De Freitas (second right) has joined as a Senior Administrator and Aleigha Skillet (far right) has joined as an Onboarding Administrator.
Imperium Trust Company has been shortlisted for Boutique Trust Company of the Year for the Magic Circle Awards 2023.
Grant Twine BSc (Hons) ACIS MIoD lead a sell out STEP Guernsey lunchtime lecture presenting to members and delegates on the Register of Overseas Entities (RoOE) in Guernsey
Imperium Group’s Managing Director David Gilmour has been recognised in Spear’s Magazine as one of their Top 500 Recommended Offshore Experts. Spear’s publishes annual rankings of the top private client advisers and service providers to HNWIs. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.
Imperium were very pleased to once again be hosting the annual Padel Tournament at the Guernsey Tennis Club, with all entry fees and donations again going to Parkinson’s Guernsey, who continue to provide valuable support to Guernsey residents suffering with Parkinson’s Disease, and their family and carers. Thank you to all who participated and congratulations to the Guernsey Mental Health team who were the tournament winners and to Canaccord Genuity Wealth Management who were the plate winners.
Imperium Trust in Guernsey have secured STEP Employer Partner accreditation, which recognises the support that Imperium gives to employees as they undertake their professional development through the STEP qualifications. STEP has recognised this support as meeting its Employer Partner standards. Imperium have always looked to support staff members in developing themselves as part of their professional career, the experience gained day to day is complemented by the excellent framework and content provided by STEP through their qualifications. Imperium achieving accreditation […]
In her capacity as Chair of the Guernsey Association of Trustees, Imperium Group’s Rhona Humphreys will be moderating the WE ARE GUERNSEY Families investing in the future event to be held in London on 15th September. The event will be hosted at the Royal College of Physicians in London, where the panel, made up of UK and Guernsey-based specialists, will focus on the importance of the next generation, succession planning, new and innovative technologies, and the risk and opportunities behind […]
Imperium Funds, launched in 2020 as the first new fund administrator in Guernsey for a number of years. On its second anniversary, and after launching the business as a “greenfield” (no transfer clients or staff) the Funds business now employs 12 people, has over £715m of assets under administration and works with 15 client groups. The fund services firm was established with the support of the Imperium Group, a provider of trust and corporate services firm in Guernsey for over […]
Imperium Trust Company (UK) Limited is delighted to announce that it has successfully completed the acquisition of Page Tax Consulting Limited, a personal tax compliance services business based in Reigate, England. The acquisition bolsters Imperium’s existing UK service offering of professional Trusteeship, Company service provision and full accounting and UK tax compliance capabilities. The acquisition brings the Page Tax team of eight under Imperium UK’s employee group bringing the total number in the UK team to seventeen.
Charlotte Parr is this year’s winner of the The Chartered Governance Institute Professional of the Year.
Imperium Funds sponsored the Night of the 5000s, an annual Guernsey Islands Amateur Athletics Club event that tests local runners of various abilities in a 5000m race at Footes Lane. Congratulations to the overall winner James Priest, who completed the distance in a time of 15m 26s and to all of the Imperium staff who took part in the event.