Private Wealth 2

Bespoke wealth protection

We can sum up our global private wealth offering in three words - confidentiality, efficiency and sustainability. Our highly experienced team is here to support you in all stages of wealth creation and protection.

We responsibly provide private wealth and trust administration services from our Bahamas, Cayman Islands, Guernsey, Hong Kong, Isle of Man and Jersey offices and our highly experienced team provides tailored bespoke services to support the needs of high and ultra-high net worth individuals, families and entrepreneurs all over the world.

Our approach is personal and tailored and we aim to be more than just a service provider, we will be an extension to your business and a true partner.

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“We gave a lot of thought about transferring our trust from RBC to Suntera in 2016 and have not been disappointed with our decision. It’s refreshing to work with a bespoke business whose sole activity is trust management and provided us with the opportunity to work closely with Deidree Bain, Managing Director, Suntera Bahamas. We receive a consistent level of exceptional and personalised service from our assigned Trust Manager, Lashan Pratt, and would highly recommend Suntera as a service partner."
PRIVATE CLIENT
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“I would highly recommend Suntera to anyone requiring structuring and professional services, locally or internationally.”
ULTRA HIGH NET WORTH WEALTH MANAGER
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“As a wealth manager we found the Suntera team very easy to deal with in terms of administration, advice and guidance. Our business is built on mutual trust and service for our client, and with Suntera we have definitely found huge synergies in our values.”
ULTRA HIGH NET WORTH WEALTH MANAGER
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“Suntera has consistently provided great service and assistance to our firm, clients and investor base. The team are always willing to work closely with us and really understand the demands of our business. We appreciate their dedication and commitment to ensuring that our investors’ rights are always paramount.”
ULTRA HIGH NET WORTH ADVISOR, CLIENT OF 15+ YEARS
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“Our companies have been through a lot of organisational developments to adapt to the fast-paced implementation of regulatory changes. We have experienced an efficient service of a market leader as they came up with effective and practical solutions. They adapt a result-oriented approach and work hand-in-hand with our legal advisors, and all our other service providers which has been advantageous in addressing all our needs. Our group of companies have reached milestones for the past eight years and Suntera Global has been an essential part of that.”
INVESTMENT DIRECTOR, SINGLE FAMILY OFFICE
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“My interaction with the trust team at Suntera Global has been enormously positive. They have been expert, practical and responsive. Above all, they understand that clients are best served when all their professionals work as a team. They hold other professionals to account but also work alongside them in a very collaborative way.”
HEAD OF PRIVATE WEALTH, LONDON LAW FIRM

A specialist team

Meet the key people behind our international private wealth division below, or by visiting our team page.

Claire Machin

Group Director, Head of Private Wealth - Jersey

Janine Cubbon

Head of Private Wealth - Isle of Man

Angella Williams-Myers

Head of Private Wealth - Cayman Islands

Rose Chan

Head of Private Wealth - Hong Kong

Deidree Bain

Managing Director - Bahamas

Marcus Prevel

Head of Private Wealth - Guernsey

Jim Gilligan

Managing Director - Suntera (Guernsey) Limited

Jessica Morris

Head of Middle East, Private Wealth