We're thrilled to announce that Sarah-Louise Mason and Tommy Ling have been named in the 2022 ‘Channel Islands Top 35 Under 35’ list published by eprivateclient.

Designed to identify, recognise, promote, and introduce the rising stars of the Private Client practitioner community in the Channel Islands, the awards are wholly nominated by clients and judged by senior members of PAM Insight’s editorial team.  

Sarah-Louise joined VG in 2020 and is a Senior Trust Officer with responsibility for the day-to-day administration for a portfolio of trusts, companies, and foundations. Sarah-Louise holds both the STEP Diploma in International Trust Management and CISI Certificate in Islamic Finance. Debbie Lumsden, Director at VG, commented on Sarah-Louise’s achievement, “she consistently meets her KPIs and despite her own workload is always willing to help the team and provide additional assistance.  A real team player with the right skill set to go far in this profession”.

Tommy joined VG as a Trainee in September 2020 and was quickly promoted to Trust Administrator in May 2021. Tommy looks after a portfolio of private clients whilst also supporting wider team with general admin related tasks. Tommy is currently studying towards his STEP Diploma in International Trust Management. Debbie Lumsden commented on Tommy’s listing, “Tommy made a career move into finance two years ago giving up a lucrative and successful job to start as a trainee trust administrator. Tommy joined an extremely busy private wealth team at VG and so had a very steep learning curve which he took this in his stride. He navigated his way through a tricky portfolio of clients and has established strong relationships with his clients.”

Our solutions

Private Wealth

We translate and meet the needs of ultra-high-net-worth individuals and their families globally. We enact bespoke solutions for family business succession strategies, estate planning, intergenerational wealth transfer and tax efficiency optimisation.

Our Private Wealth solutions include:

  • Wealth structuring
  • Fiduciary services
  • Protector and enforcer services
  • Luxury assets
  • Family governance
  • Real estate investment services
  • Family investment companies
  • Registered office
  • Family succession
  • Philanthropy and charity

 

News

4 March 2022

Debbie Lumsden wins bronze at Citywealth Powerwomen Awards 2022

We're proud to share that Private Client Director, Debbie Lumsden, has been recognised at the 2022 Citywealth Powerwomen Awards and awarded Bronze for Woman of the Year - Leadership - Financial Organisation (Director).

News

13 January 2022

Paul Roper wins Silver at Citywealth IFC Awards 2022

We're proud to share that Private Client Director, Paul Roper, has been recognised at the 2022 Citywealth IFC Awards and awarded Silver for Trustee of the Year (Channel Islands & Isle of Man).

Insight

20 December 2021

Make a trust your financial new year’s resolution in 2022

For those looking to get 2022 started with some extra financial peace of mind, there is one action that should be considered a priority as the new year begins – exploring the potential benefits of trust planning for individuals and families alike.