Active Wealth

A safe pair of hands to protect your wealth and elevate your future.

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Preserving capital, safeguarding assets, planning for future life events, estate planning, preserving income for future generations…we carefully devise the solutions that meet your needs.

Preserving and monitoring your capital, providing an income stream for future generations and safeguarding your assets – if you are an entrepreneur, high net worth individual (HNWI) or family office, these are just some of the complexities you’re likely navigating on a daily basis.

Working with Private Clients for decades

We have been working with Private Clients for decades, providing that all-important strategic oversight of a nuanced big-picture. When it comes to private and family wealth, we know that the challenges you face are both highly technical and deeply personal in nature, which means you need a partner you can trust to appreciate both.

What is Active Wealth?

Safeguarding your wealth for today and tomorrow

Active Wealth

Through tailored planning and in close partnership with relevant and renowned advisers we facilitate streamlined corporate, fund and private wealth services to the same client, at the same time, under the same umbrella.

We call it ‘Active Wealth’. It embraces traditional Family Wealth solutions but also the full array of global services that span all our areas of expertise. With all these avenues aligned, we are able to carefully devise the solutions that meet your needs for today, whilst achieving your aspirations for tomorrow.

Browse our Private Client services below or contact our team to see how we can help you.

Our Private Client Team

Richard Wakeham

Group Head of Commercial
Jersey, Channel Islands

Jacqueline Shek

Senior Adviser, Trust Services
Hong Kong

Wendy Sim

Managing Director

Mario Cohn

Managing Director

Joshua Kendal

Director, Active Wealth
Guernsey, Channel Islands

Joanna Mulhern

Managing Director
Isle of Man

David Rudge

Head of UK

Yong Sen Goh

Head of Wealth Planning

Tomás Alonso

Managing Director

Jon Olson

Managing Director
South Dakota

Sue Wakefield


Laura Tommis

Business & Relationship Manager

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