Private Wealth

Optimising wealth across jurisdictions and generations has never been more complex. Our Private Wealth team provides the professional, personalised support that’s needed, drawing on many years’ experience of managing the needs of high and ultra-high net worth individuals, families and entrepreneurs and their advisers.

Be it setting up a family foundation, establishing a trust, crewing your yacht or storing your art collection, our team understands the financial, legal and practical issues at play. Through our far-reaching network, we can meet the specific requirements of the most complex assets and interests.

Investing time

We are here to provide peace of mind every step of the way, no matter how complicated the ask. Our starting point is always to take the time to gain a clear picture of your objectives and ambitions – both now and how they may change in the future. Our experienced team will develop a tailored solution, making sure we support you seamlessly from the day-to-day details to the overarching strategic objectives.

Your personal network

From the outset, your principal relationship director will be at the heart of our relationship. As well as fastidiously understanding your requirements, they will be your gateway to our wider team and our network of expert partners. Through this structured approach, you gain the peace of mind of knowing that you will be able to count on us to provide effective solutions to any challenges you face.

Underpinning everything we do in our Private Wealth team is a commitment to discretion and security. These are key priorities for our clients and the reason we continually invest in benchmark systems, applying them in a way that works best for you and ensures your data is protected.

Futureproof support

We also recognise that as your life and family evolve, so too will the type and level of services you require. Our tailored approach means that you will always receive the blend of support that works for you in the location where you need it, whatever the future holds.

Our services

We offer a complete Private Wealth service that spans all the key areas where today’s high net worth clients typically look for guidance and support.

  • Family Office

    We recognise the challenges facing today’s family offices and the families they work hard to represent. Led by senior client directors, our team is focused on meeting those challenges through comprehensive and responsive support.

  • Companies

    Setting up a company structure is a simple and discrete way to manage a range of assets and interests. Our team is able to handle the incorporation and administration of a range of Special Purpose Vehicles across multiple jurisdictions.

  • Philanthropy

    Whatever your philanthropic goals, our experts are here to help you put the right structures and governance in place so you can share your wealth outside your family in way that maximising the impact of your giving and leaves a lasting legacy.

  • Luxury Assets

    Our team can advise on the optimum ownership structure for a wide range of high value assets – from classic cars to aircraft, fine wine to art.

  • Foundations

    An effective planning tool for private wealth, asset protection and charitable purposes, Foundations are attractive alternatives to a common law trust, particularly if you are more familiar with civil law. Our team is able to help with everything from set-up to ongoing administration.

  • Private Trust Companies

    Private Trust Companies incorporated solely to act as a trustee of a specific trust or group of trusts. One of the key benefits is that this structure enables you to retain an element of influence over your underlying assets by directing the appointment of various roles at each level of your structure.

  • Managed Trust Companies

    If you’re expanding into a new market but cannot justify the upfront investment of setting up a new stand-alone office, then a managed trust company is a good option. You enjoy the benefits of having your own branded trust company, with minimised costs and resources. Our team establishes and supports managed trust company arrangements.

  • Trusts

    Trusts are typically established for asset protection, succession and estate planning, wealth preservation, avoiding forced heirship rules or protecting the interests of minors. Whatever the rationale, we can work with your advisors to ensure an appropriate trust deed is drafted, act as the professional trustee and ensure the effective day-to-day management and administration of the trust.

Private Wealth Contacts

Greg McKenzie

Country Head (Luxembourg) View Profile

Greg McKenzie

Country Head (Luxembourg)

Greg joined Belasko in 2020 and is responsible for service delivery from Luxembourg.

Greg has accumulated 18+ years’ experience within the financial services industry covering the investment, fiduciary and banking sectors, specializing in alternative asset classes (PE, VC, Real Estate and Credit). Through this period Greg has led and participated in several strategic initiatives which include business development, product establishment, regulatory change, operating model refinement and on boarding complex new business across entrepreneurial and global servicing businesses with particular focus on Channel Island, Luxembourg, Ireland and the UK markets.

Greg has a wealth of directorship experience that cover global banks, fiduciary and administration businesses, in addition to investment management companies and regulated investment vehicles in Guernsey, Luxembourg, Ireland and the UK. Greg is a member of the Institute of Directors and has served industry associations throughout his career.

Andy Bailey

Group Head of Private Wealth View Profile

Andy Bailey

Group Head of Private Wealth

Andy joined Belasko in 2020 to lead the Fiduciary offering across the Group.

Andy has over 20 years’ financial services experience having spent the last 12 years at leading independent trust companies, where he has held senior management, Director and Board level positions. Andy has extensive experience in complex Private Client and Corporate structures for UHNW international families, and has been appointed to various regulated and private entity Boards. These Board appointments have required the management of various regulated financial services obligations, together with the active management of a range of asset classes including residential and commercial property, peer to peer and private leverage arrangements, listed investment strategies, private equity, art and other esoteric asset classes. Andy holds a BSC (Hons) degree in Management with Trust and Estates through the Manchester Business School, as well as the Society of Trust and Estate Practitioners Diploma. (TEP).

Alice Heald

Group Head of Marketing View Profile

Alice Heald

Group Head of Marketing

Alice joined Belasko in 2024 as Group Head of Marketing

Alice has over 10years’ experience in marketing for financial services organisations and joins the Belakso team to help strengthen their marketing endeavours, drive growth and elevate the brand in our core markets. She’s experienced when it comes to executing bespoke marketing strategies tailored to the private capital funds and financial services sectors. Alice holds a Chartered Institute of Marketing Diploma in Professional Marketing after studying English Literature at the University of Surrey.

Alex Le Prevost

Associate Director View Profile

Alex Le Prevost

Associate Director

Alex joined Belasko in 2023 to bolster the business’ fiduciary team and drive new initiatives and technologies.

He joined with more than 18 years of experience in the private wealth sector and extensive knowledge of managing HNW client relationships.

His knowledge of the Guernsey and South African markets will be a key step in continuing the business’ growth over the coming years.

Alex will be based in our Guernsey office but work across our jurisdictions to deliver excellent client services and help lead the business’ fiduciary team.

Further solutions

Corporate Services

Our team is on hand to look after all aspects of company structures for a diverse range of clients.

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Fund Services

Our Fund Services deliver a balance of proven processes with a commitment to understanding your specific needs.

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