We are delighted to announce the appointment of Chad Phillips as Business Development Director, who will focus on supporting Africa-based high-net-worth and ultra-high-net-worth families.
Based in our Jersey office, Chad will play a crucial role in nurturing opportunities and growing our private wealth offering in the African market.
Working with colleagues across our private wealth teams, Chad will be supporting succession planning, asset protection and cross border structuring whilst also advising on the importance of generational wealth transfer, family governance and long-term preservation.
Originally from South Africa, Chad has close to 20 years of experience within offshore fiduciary and wealth management, spanning multiple jurisdictions, and has most recently worked at a well-known banking institution in Jersey.
He is also a fully qualified trust and estate professional having completed all Society of Trust and Estate Practitioners (STEP) qualifications and is a member of the Institute of Directors.
Commenting on the appointment, David Hudson, our CEO, said:
“Suntera Global has a strong book of business in the African market, which in recent years has grown significantly as more high-net-worth individuals and families seek jurisdictions able to offer a combination of stability, expertise and global reach to realise their international ambitions. With his personal knowledge and deep understanding of the region, Chad is ideally placed to grow those opportunities further, in particular helping families with long-term wealth preservation and transferring generational wealth smoothly and effectively. I have no doubt he will be an asset to Suntera Global and wholeheartedly welcomed to the team.”
Contact
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Chad Phillip
BUSINESS DEVELOPMENT DIRECTOR
