Phil Lenz

Phil Lenz

Deputy Country Head, Switzerland  |  Butterfield Trust
JURISDICTION

Switzerland

RECOMMENED SPECIALISM

Trusts

TOP AREAS OF EXPERTISE

Establishing trust and fiduciary structures; in particular, managing complex operating businesses inside trust structures and looking at the wider management of underlying businesses

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

The team has worked incredibly hard to be creative this past year in assisting clients who have been negatively impacted by COVID. For instance, we have been able to completely reengineer operating businesses in trusts, which were relying on international clients and travel, such as hotels. By marketing to the wealthy local inhabitants of countries hit by international travel losses, we have managed to remain profitable and most importantly, keep our clients satisfied.

How did you get into private client?

By accident! After studying mathematics at UCL, I wanted to do an MBA. But with little business experience, I was encouraged to apply to Barclays’ graduate management development programme in London. I did four seats, one of which was in private banking where I was introduced to the Head of Trust and then went on to work for him. After this, I became professionally qualified in 2002 and decided to return to Switzerland. I have been working with Jim Parker ever since.

What advice would you give rising stars/new lawyers in the private client world?

Technicians need to be absolutely perfect in terms of their knowledge. However, trustees often forget the human element and how to communicate with clients. My advice is to concentrate on both: being both technically sound and interpersonal.

What is your favourite quote?

“It is not abundance, but excellence that is wealth,” Joseph Joubert.

Do you have any outside interests or hobbies?

I am a professional diving instructor, a fireman and a parent to four children who traumatise me into doing all sorts of things.

When the restaurants reopen, where would you like to go?

L’artichaut, Geneva.


Paul Weir

+44 1534 700 033

Paul Weir

Regional Head - Europe, Private Client Services  |  JTC
JURISDICTIONS QUALIFIED IN

Channel Islands

RECOMMENDED SPECIALISMS

Trusts


Charmaine Tucker

Charmaine Tucker

Local Managing Director  |  Lombard Odier
JURISDICTIONS QUALIFIED IN

Bermuda

RECOMMENDED SPECIALISMS

Trusts


James Sykes

+44 (0)20 7841 4035

James Sykes

Partner  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

United Kingdom

RECOMMENDED SPECIALISMS

Trusts
Tax Advisory


Leonora Stevens

+44 (0)20 7841 4170

Leonora Stevens

Director  |  Saffery Champness
JURISDICTIONS QUALIFIED IN

RECOMMENDED SPECIALISMS

Tax Advisory
Trusts


Steve Sokić

+44 1534 714 591

Steve Sokić

Group Head of Private Wealth  |  IQ-EQ
JURISDICTIONS QUALIFIED IN

Jersey

RECOMMENDED SPECIALISMS

Trusts


Richard Wakeham

+447700710956

Richard Wakeham

Head of Commercial & Solutions (UK & Offshore)  |  ZEDRA
JURISDICTION

England & Wales
Jersey

RECOMMENDED SPECIALISMS

Trusts

TOP AREAS OF EXPERTISE

Client Structuring
Commercial and Litigation

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Building ZEDRA's Private Office offering and developing our Marine & Aviation proposition.

How did you get into private client?

Initially as a junior trust administrator and later through practising law.

Do you have any outside interests or hobbies?

Family, Golf, Football and Wine.

When the restaurants reopen, where would you like to go?

Bohemia


Roger Priaulx

+1 (345) 815 8548

Roger Priaulx

CEO  |  Genesis Trust
JURISDICTIONS QUALIFIED IN

Cayman Islands

TOP AREAS OF EXPERTISE

Trust
Probate

RECOMMENDED SPECIALISMS

Trusts
Multi-National Families

Q&A

What has been the highlight of your practice over the past 12 months?

The business addressing the demands presented by Covid.

How did you get into private client?

Through law practice in London, Hong Kong and the Cayman Islands

Do you have any outside interests or hobbies?

Watersports

When the restaurants reopen, where would you like to go?

Luca


Alison Parry

+44 (0)1481 211258

Alison Parry

Head of Private Wealth, Guernsey  |  Intertrust Group
JURISDICTIONS QUALIFIED IN

Guernsey
Fellowship of the Chartered Governance Institute ICSA

RECOMMENDED SPECIALISMS

Exotic Assets
Trusts

TOP AREAS OF EXPERTISE

International Private and Corporate client structuring, technically skilled at managing complex arrangements and transactions involving financing, legal and governance issues.

Q&A

What has been the highlight of your practice over the past 12 months?

The expansion of experience and knowledge in the Guernsey Intertrust Private Wealth team, through strategic hiring. Camille Hordeaux & Mark Watson are both experts in the Private Wealth field and bring a variety of skills to the team.

How did you get into private client?

I was offered a trainee role, which evolved into a lifelong career. I have been very fortunate to learn and work with the best.

What advice would you give rising stars/new lawyers in the private client world?

Try new things, taking responsibility for tasks outside your comfort zone. You will gain more skills, increase your confidence and learn more about yourself.

What is your favourite quote?

‘’Whatever you do today, do it with the confidence of a 4 year old in a batman T shirt! ’’

When the restaurants reopen, where would you like to go?

Guernsey has an amazing selection of restaurants to suit all occasions & moods. Difficult to pick, maybe the Indian Cottage, it is the family favourite for special occasions and in walking distance.


Lindsay Ozanne

+441481733213

Lindsay Ozanne

Managing Director, Guernsey  |  Butterfield Trust
JURISDICTION

Guernsey

RECOMMENDED SPECIALISMS

Multi-national families
Trusts

TOP AREAS OF EXPERTISE

Establishing and administering trust and fiduciary structures for high net worth individuals.

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Team work to get through a challenging year with all of the changes that COVID has brought.

How did you get into private client?

By accident!

What advice would you give rising stars/new lawyers in the private client world?

Communication is key and there are no stupid questions.

What is your favourite quote?

Better to have tried and failed than to never have tried at all.

Do you have any outside interests or hobbies?

Exercise bunny.

When the restaurants reopen, where would you like to go?

Back to the restaurant with the most beautiful setting in the Maldives where we were this time last year.