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).

 

Judged by an international panel, comprised of highly respected practitioners in the private wealth sector, the Awards seek to highlight the excellence of advisors and managers in the private wealth sector in the major financial centres. Paul’s accolade recognises his outstanding client relationships with families across the globe and ability to provide solutions to their complex needs and dynamics.

Paul joined VG in 2020 and is member of VG’s Senior Executive Group and a Main Board Director. Since joining VG he has made a significant contribution to building VG’s portfolio of private clients. Much of this growth has come from the onboarding of clients from new intermediary relationships and geographies for VG. Paul applies his 25 years of financial services experience beyond just his own team and is also involved as a Trustee across other areas of the business, bringing his expertise to new relationships that VG has developed in recent years as lead Trustee.

Ian Murphy, Director of Compliance and Risk at VG commented on Paul’s achievement:

“Being recognised at these awards reflects the regard in which Paul is held by his clients and testament to his outstanding ability to build trusted relationships and manage complex trust structures. Over and above this, Paul regularly undertakes business development, research and regularly writes about the matters clients should be considering to protect, grow and pass on their wealth; these activities are always carried out with a view to strengthening the quality of his service to clients. Paul’s clients appreciate knowing that the assets that they have worked hard to accumulate, are within his stewardship.”

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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

 

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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).