Private Wealth

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Whatever the challenge you are facing, our teams work closely with appointed lawyers and other professionals to establish and administer legally structures which ensure long-term security and governance.

You might need support that serves to fulfil philanthropic commitments or safeguards your assets through tailored planning. You might also want to make sure that your assets will be passed on in the way you intend in the event you are unable to make decisions for yourself.

Our holistic understanding ensures our private wealth protection and transfer solutions always respect your overarching financial and succession strategy.  Whether you are a high-net-worth-individual, a family or an associated adviser, our experience provides you with the strategic guidance you need to achieve your ambitions.

What is Active Wealth?

Safeguarding your wealth for today and tomorrow

When it comes to protecting and transferring your wealth, a tailored approach is paramount.

Our commitment to delivering highly personalised solutions – combined with our decades of experience – means you will never be on the receiving end of a one-size-fits-all approach when you partner with us.

We know there are a wide range of challenges you might face in relation to private wealth protection, whether you are looking to scrutinise your current set-up to know if it will adequately protect your wealth for generations to come, or whether the holistic picture of your wealth and assets could be structured more efficiently.

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

Helping you with your Estate Planning needs

Our unique wealth of Estate Planning knowledge and experience guarantees that your affairs are in the best possible hands.

I know my philanthropic endeavours are in safe hands with the team at ZEDRA
Private Client
Geneva, Switzerland

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