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NEWS & INSIGHTS

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ESTERA RECOGNISED AS A top trust company

Estera has been recognised as a Tier 1 firm in the eprivateclient Top Trust Companies rankings again for 2019. The tiers are based on reputation, quality of service, size and global scale.

Richard Prosser, Global Head of Private Wealth at Estera, said “Our trust services are extremely well respected and long established. We are very grateful to our clients for their continued support and are proud of the work that we do for them. We are thrilled that our teams have been recognised for the quality of their work and their approach to delivering outstanding client service.”

Farah Ballands, CEO at Estera, added “I am delighted that eprivateclient have recognised us as a Tier 1 provider. The last few years have been tremendously successful for Estera. We have seen very strong results with significant revenue growth and we have built a well-diversified business. As well as investing in the growth of our long-established trust business we have also built a fully-fledged global funds capability. Eprivateclient’s recognition is a great endorsement of our approach.”

Estera provides offshore trust management and administration services including foundations, managed trust companies, personal pensions, private trust companies, trust formation and administration and has over 550 professionals in 11 jurisdictions. Estera’s multi-jurisdictional reach allows their client directors to offer solutions which are tailored to the clients’ global needs no matter where they are located.

 


ESTERA APPOINTS SONAL PATEL AS MANAGING DIRECTOR, HEAD OF SALES – AMERICAS, BERMUDA AND CARIBBEAN

Estera has appointed Sonal Patel as Managing Director, Head of Sales – Americas, Bermuda and Caribbean

Bermuda Office Closure

Due to the current weather situation caused by Hurricane Humberto, our Bermuda office has been closed for safety reasons

TAKING THE TENSION OUT OF SUCCESSION AND MANAGING DIFFICULT CONVERSATIONS

With the largest wealth transfer in history set to take place over the next three decades, advisers have a key role to play in bringing about a succession free of tension