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Wealth Management: lawyers and advisers

The Corporate INTL directory lists 5 Wealth Management experts from 5 firms across 5 jurisdictions.

5Experts listed
5Firms
5Jurisdictions

The jurisdictions with the most Wealth Management experts listed are Jersey (2), California, US (1) and The Bahamas (1). Use the filters below to narrow by specialism or country, or search by name or firm.

5 experts

Experts

Claude Carletide, Wealth Management Adviser in the UK, Chantler Kent Investments

Claude Carletide

United Kingdom
Chantler Kent Investments
1 jurisdictionAdvisory

Established in 1993, Chantler Kent Investments (CKI) is an independent financial advisory firm based in England, renowned for its bespoke financial planning services. With more than three decades of experience, CKI has cultivated a…

Wealth Management
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Gail McCourt, Wealth Management Adviser in Jersey, Royal Bank of Canada

Gail McCourt

Jersey
Royal Bank of Canada (Channel Islands) Limited
1 jurisdictionAdvisory

Gail McCourt is Head of Private Client Fiduciary Services (PCFS) for RBC Wealth Management in the British Isles. Based in Jersey, she is responsible for the award-winning Fiduciary Management & Technical Trust team, providing solutions to…

Wealth Management
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Sarajane Kempster, Wealth Management Adviser in Jersey, RBC Trust Company (International) Limited

Sarajane Kempster

Jersey
RBC Trust Company (International) Limited
1 jurisdictionAdvisory

Sarajane Kempster is Head of Fiduciary Clients for RBC Wealth Management’s fiduciary business in the British Isles. Based in Jersey, Sarajane leads a team of fiduciary specialists who have business development responsibility for the…

Wealth Management
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Jennifer Jordan McCall, Wealth Management Adviser in California, US, Pillsbury Winthrop Shaw Pittman LLP

Jennifer Jordan McCall

California, US
Pillsbury Winthrop Shaw Pittman LLP
1 jurisdictionAdvisory

Jennifer Jordan McCall is a Partner at Pillsbury Winthrop Shaw Pittman LLP, a leading international law firm, where she is a nationally recognised authority on gift and estate planning for high-net-worth individuals and families. She has…

Wealth Management
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Wendy Warren

The Bahamas
Onyx Partners
1 jurisdictionAdvisory

Wendy Warren, Director of Onyx Partners in The Bahamas and a chartered accountant with more than thirty years in the sector, was named Wealth Management & Fiduciary Advisory Expert of the Year in The Bahamas at the 2024 Corporate INTL Global Awards.

Wealth Management & Fiduciary Advisory
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