Jersey Trust Insights: Exploring Jersey Trust Advantages

Born and educated in Jersey, Dan has almost 25 years’ experience providing offshore and onshore fiduciary services within the private wealth and corporate services industry.
He spent the first 20 years of his career in Jersey prior to moving to Dubai with Praxis in late 2019, where he leads the Praxis team in the UAE.
Throughout his career he has specialised in wealth structuring for HNW and UHNW families looking to safeguard wealth for future generations.
Dan has been a member of the Society of Trust and Estate Practitioners since 2006.

Yvonne Leung is a Managing Director and Head of Managed Solutions at J.P. Morgan Private Bank in Asia. Based in Hong Kong, she serves as an impactful partner who works closely with Advisors and Portfolio Management teams in delivering core multi-asset managed solutions to clients and prospects in the region.
Prior to joining J.P. Morgan, she spent six years at Goldman Sachs in Asia as an Executive Director in the Portfolio Management Group (PMG). Yvonne was a founding member of the Asia PMG team, which covers clients across different parts of Asia (ex. Japan). She interfaced directly with clients and advisors on investment philosophy, asset allocation, tactical views and portfolio customization. She was also responsible for overseeing trade execution and conducting portfolio reviews. Prior to that, she held various roles at HSBC Private Bank. She possesses more than 20 years of experience in the financial industry.

We are a highly experienced, forward thinking, owner-managed group, delivering a range of independent professional financial services to private individuals, families and international corporate clients. We have a refreshing approach to achieving the most effective solutions for our clients: close, personal service guiding an open and collaborative ideas-driven process. A unique way of building trust in our range of services.