2021 Recap

Following a successful 2021, we are proud to announce that we have been nominated for the Trust Company of the Year- Isle of Man and Trustee of the Year for Andy Morgan in the Citywealth IFC Awards 2022. 

We appreciate all your support.

As we reach nearer to the end of the 2021 and reflect on what has been another year of unfamiliarity, we recognise that our team has not only consistently continued to overcome new challenges but managed to excel.
We have expanded our teams, invested heavily into our staff welfare and diversified into a new jurisdiction; the Cayman Islands. We hold a secure position in our luxury asset sectors, have made significant inroads in our niche sectors and hold a pro-active stance in emerging sectors. We are constantly evolving our dynamic business model to encompass new opportunities for our clients, whilst providing a consistent, boutique and personal approach that is essence of our service.

As the world begins to open and international travel regains momentum, we are more eager than ever to meet and engage with our loyal clients and intermediaries. Moreover, network at live Industry events!
And we will be doing just that!
This year several of our team were able to attend the Monaco Yacht Show. With 2020 being the first show we had missed in 17 years of business, it was fantastic to get back to business and meet to catch up with long standing friends and intermediaries in the yachting sector.

Alexandra Gardner and Andy Morgan recently returned from the Cayman Islands, setting up our new office and expanding our team. Our e-gaming team on the Isle of Man, along with our Head of Group Business Development, Gary Harrison will be heading to Malta next month for SIGMA. At the same time, our Business Development Manager on the Isle of Man, Chris Kissack (he/him) will be attending and talking at ESI – esports Insider at Wembley.

A part of this is mentoring our team with the right support to expand their skillset, reach new goals and achieve new opportunities. Most recently, Mark O’Neill and Eliza Rayner completed The London Marathon in aid of Hospice Isle of Man.

We wanted to take this opportunity to express our upmost gratitude for the unbelievable support we received from our loyal clients and intermediates. We are so proud to have positively impacted such a fantastic cause.

We would like to thank all our supporters but especially our valued team for your ongoing support during another eventful year for the Company.