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Clarien bolsters wealth management offering

Clarien Bank has forged closer links with a subsidiary offering wealth management services to high net worth clients.

Clarien Trust Limited (CTL) provides trustee administrative services for Bermuda-domiciled trusts, including family and estate planning using trust and corporate structures.

“We have recently strengthened our partnership with CTL making its services more conveniently accessible to clients looking for advice on how to manage their wealth,” said Clare Spearing, Clarien's head of private banking.

“Our private banking and wealth management team connects all of the services clients many require such as banking, lending, investments and portfolio construction, insurance, estate planning and wealth replacement vehicles.”

Ian Truran, the bank's chief executive officer, said that the link-up with CTL complemented the services that Clarien can offer clients of high net worth.

He added: “CTL will also work with our clients' legal advisers to create a trust or structure that meets their specific estate planning needs and requirements.”

Robin Peters, a senior adviser in wealth management at the bank, said: “Our focus is to provide customised wealth management solutions rather than selling products. Collaboration is key, as we work with clients to grow and ultimately preserve their wealth.”

Clare Spearing, of Clarien Bank

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Published December 09, 2015 at 8:00 am (Updated December 10, 2015 at 10:06 am)

Clarien bolsters wealth management offering

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