As a regulated trust service provider, Fiduchi can assist you in all aspects of establishing and administration of both onshore and offshore trusts for private wealth, corporate and charitable requirements.
At Fiduchi, our Private Wealth team have been advising individuals, families, entrepreneurs, charities and their advisors on how to manage their financial assets around the globe. Working with you, our director-led teams take the time to understand what matters to you, therefore providing a truly bespoke personal service. With over 25 years of experience of providing independent and trusted private wealth solutions, Fiduchi can help you establish and administration of your Trust requirements.
Where needed, Fiduchi also has experience of assisting clients who are looking to change their existing trustee to an independent Jersey regulated provider or an onshore provider through our London office. Each client can rest assured that because Fiduchi is independent and free from private equity when engaging us, they are working with the key decision-makers. Furthermore, our independence means we can quickly to provide solutions that others may not be able to provide; that's what makes us different!
Fiduchi provides a wide range of trustee services through a holistic approach based on trust, service and expert knowledge - find out more below.
In it's simplest format, a trust is essentially a relationship whereby property is held by one party for the benefit of another. A trust can be created by you (the settlor) by transferring assets (i.e. property, investments, cash or any other type of asset) to another party (the trustee). The trustee in this case Fiduchi, then holds that property for the benefit of the beneficiaries e.g. the family members.
The trustee assumes legal title to the trust property, but is required to act in the best interests of the beneficiaries as stipulated by a trust deed which are essentially the instructions or rules which the trustee must follow.
Many people still seem to associate the use of trusts and offshore trusts solely with tax planning. However, the reality is that trusts now offer much more than this alone and can be used for:
Trusts have proved to be enormously adaptable and various types of trust have been developed over time. Depending on each clients personal circumstances and objectives, Fiduchi will advise them which is the most appropriate trust to suit their needs and that of the beneficiaries, as well as any any tax or legal considerations. For more information on Trusts, see the relevant media section below.
Solutions for Private Wealth such as Trusts have long been offered around the world. However, advisors and individuals will naturally wish to establish them in a reputable well-regulated jurisdiction such as Jersey.
What sets Jersey apart as an ideal jurisdiction for Trusts is its robust regulatory framework and political and economic stability. Jersey’s respected trust law, legal framework and trustee regulation is considered to be amongst the most robust in the world and it is for this reason that all Trusts must be formed under a Jersey-law trust with at least one Jersey-regulated trustee. In this way, a level of governance and oversight can be assured. As a jurisdiction at the forefront of global finance for more than 50 years, Jersey is ready to service and support the needs of HNW Individuals who require bespoke trust solutions.
More information on Why Jersey for financial services?
Fiduchi is a regulated provider of trust and company services, and therefore its experts are able to assist you in all aspects of ensuring continued compliance in the constant changing landscape.
Web enabled, 24/7 access to all plan information for company stakeholders
Information updated in real-time
Ability to view and filter all participants
Access to suite of pre arranged, Business Intelligence reporting
Complete management oversight and control for company
Ability to create and schedule your own reporting
"Fiduchi's Online Share Plan Administration portal, has saved time, money and paper, and [it] allows us to become more efficient in the managing of our employees share awards. It's really fantastic what an impact this platform has made."
Micheal S
Head of People - Tech startup company.
Onboarding of your data to our online platform is easy regardless if you choose a fully-managed or self-service in-house solution. By making the switch to our platform, you can upgrade from having to manage your share plan data on complicated spreadsheets. Plus, to make the process as simple as possible, our experts will assist you every step of the way and we also provide helpful guides.
For businesses who opt for our fully managed solution, our platform is able to deal with each business’s unique requirements. When it comes to dealing with exact legal and regulatory issues, our platform will be able to automatically determine the actions required for each award or vesting, specific to the country in which the company operates. Therefore minimising the risks and allowing full compliance from a legal and regulatory position.
Our platform uses the highest standards to protect the valuable data and assets we hold on behalf of our clients. Our platform provider has a team of in-house cyber security and IT professionals to protect our system and carry out security audits, due diligence, penetration testing and to oversee potential threats. They are fully regulated, accredited and certified by a range of statutory and non-statutory bodies including the US Department of Commerce’s Privacy Shield.
Our platform can be branded to match your company’s own brand, therefore becoming a professional extension of your employee benefits. You can set role-based access and let your employees and shareholders log into their own online branded share platform anytime, anywhere and see exactly what shares they have and how much they are worth. They can also easily accept grants, exercise options, calculate potential pay-outs and more.
Our experienced Private Client and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Corporate team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Funds team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced employee services team are here to answer any questions you may have regarding all types of employee incentive requirements. With a wealth of knowledge and expertise, they will be able to assist in finding the best solution to achieve your business needs.
