Preserving Wealth: Keeping pace with clients’ changing needs

18 March 2020
In long-standing private wealth client relationships, many often lasting decades, nothing stands still, and requirements typically evolve over time – either organically, through a significant event, or a combination of both.

Client profile: A former financial services professional and tech investor.

Challenges: With considerable funds at disposal, our client required all-round support to make investments and manage his funds and properties across the world, and commitment in the long term.

Vistra services provided: From investment, real estate, trust portfolios, corporate services, marine and aviation services to the set-up of a single-family office.

This is true of a private wealth relationship that Vistra has had for more than 10 years with one particular client – a former financial services professional who realised a significant return when a tech company he had invested in was acquired in 2009.

With considerable funds at his disposal, he decided to make multiple investments – these included more tech businesses, as well as in other sectors. At the same time, another objective was to build a prime commercial and residential property portfolio, initially in London but expanding into other countries.

Alongside this, the client, a non-UK citizen also wanted to review his tax residency status.

These projects weren’t all undertaken at the same time – rather they were spread across a ten-year period, and involved considerable, detailed work on the part of Vistra, because of the sheer variety of investments undertaken during this time. Ultimately, multiple trust structures and underlying companies were created – indeed, there are currently over 100 underlying companies in the whole portfolio.

Work across these companies has been incredibly diverse and has involved banking arrangements, corporate secretarial work (including for listed companies) and considerable ad hoc support with jet charters, recruitment, financing opportunities, and yacht purchase and registration.

Vistra’s broad range of services were able to provide clear and strategic solutions to protect and grow the client’s wealth. This culminated in working with the client to establish a single Family Office which we continue to support today.

If you would like to discuss how Vistra can help you create, preserve or transfer your wealth, please contact one of your local experts: 

Location Name and title Phone number
UK Chris Marquis
Global Head of Private Wealth
+44 203 872 7325
China     Sherrie Dai
Managing Director, North Asia
+86 21 6085 6188
Hong Kong SAR Yumei Zhang
Executive Director, Head of Private Wealth, Greater China
+852 2848 7580
India     Navita Yadav
Managing Director, India & Mauritius
+91 22 2659 3882
India     Neeraj Aggarwal
Director, Private Wealth, India
+91 22 2659 3659
United Arab Emirates Heba Al Emara
Managing Director, Middle East
+971 4 278 3600
Singapore Chris Burton
Managing Director, South East Asia
+65 6854 8010
Singapore Christine Tan
Managing Director, South East Asia
+65 6854 8061
Jersey     Clive Wright
Managing Director, Jersey
+44 1534 504560
Malta Dr. Anthony Galea
Managing Director, Marine & Aviation
+356 2258 6400
Switzerland     Sascha Züger
Managing Director, Switzerland
+41 44 296 68 70
UK David Rudge
Managing Director, Corporate & Private Wealth UK
+44 203 872 7334
UK Julius Bozzino
Director, Private Wealth, International
+44 203 872 7384
Cyprus Nick Terry
Managing Director, Cyprus
+357 25 817 411
Luxembourg Joost Knabben
Commercial Director, Luxembourg
+352 422 229 530
Luxembourg Farabi Zakaria
Commercial Director, Luxembourg
+352 422 229 398
USA Raúl Markos
Director, Private Wealth
+1 305 978 1742


This article was written based on a current client of Vistra in the UK.