Meet Abacus in London

The Abacus team looks forward to meeting you...

London is an important hub for private wealth advisers and the March PCD networking dinner is an ideal opportunity for meeting many of them. 

As Abacus continues to build its network and explore how it helps others operating in the wealth management sector, we are delighted it has chosen to be a Silver sponsor for the event. 

In the past 12 months Abacus has invested in its team to make the business even stronger, has rebranded and launched a new website and this year celebrates the 40^th anniversary of the Abacus Trust Company.

Abacus feels now is the right time to share to a wider audience the advantages of working with them, so please meet some of the team who will be in London in March to talk about their work. 

Kevin is responsible for the overall operation and performance of the Isle of Man office as well retaining oversight of the tax department.

He has a great deal of experience in the offshore financial services industry having worked in senior roles within the tax, accountancy, trust and corporate sectors. His skills and proactive approach give the clients and professional advisers he works closely with, peace of mind.

Kevin is the go-to person for a number of international families and entrepreneurs who he assists with the establishment and management of a wide range of complex trust and multi-jurisdictional structures. He has particular regard to residence, domicile, asset protection, wealth management and inheritance solutions. 

He began his career as a Chartered Accountant at Deloitte before moving to KPMG to specialise in tax, where he qualified as a Chartered Tax Adviser. Kevin is a fellow of the Institute of Chartered Accountants in England and Wales, a member of the Chartered Institute of Tax, the Society of Trust and Estate Practitioners and an associate member of the Institute of Directors.

 

Sam overseas the delivery of client services for Abacus’ in-house managed trusts and companies, as well as all client accounting matters.

She works with clients and intermediaries to establish and manage a wide range of complex multi-jurisdictional trust and corporate structures and her expertise includes UK commercial, residential and agricultural property, private company shares and high value international investment portfolios. 

Sam is adept at partnering with other professional advisers to deliver a personalised service, tailored to the specific goals of each client. Her approach is holistic, which together with her positive attitude and attention to detail gives confidence to those she works with.

She preserves and enhances wealth for a geographically spread client base, including the Isle of Man, UK, Europe and the Middle East.

Sam is a qualified Chartered Accountant, a member of the Institute of Chartered Accountants in England and Wales, a member of the Society of Trust and Estate Practitioners and an associate member of the Institute of Directors.

David has worked in the trust and corporate service sector for nearly 25 years, assisting individuals, families and entrepreneurs to protect their assets and business interests.

He has nurtured close working relationships with them and their professional advisers which helps him provide personal and timely solutions to those with significant private capital.

David is adept at managing complex structures with a particular emphasis on entities for holding property, investments and trusts. He also assists in resolving the complex issues surrounding the ownership and management of luxury assets such as yachts and aircraft.

As a director he adds value, oversight and governance to the boards he sits on and uses his wealth of operational experience to ensure the best outcomes working effectively with senior stakeholders, his peer group and the administrative team supporting him.

An associate of the Chartered Secretaries and Administrators, David has acquired a great deal of knowledge in the offshore financial services sector having had responsibility for structuring, long, medium and short-term strategic planning for client entities, business development, corporate governance and risk management.

Laetitia Mikail-Capparelli

Client Director - Head of Legal - Monaco

Based in our Monaco office since 2015 she is fluent in English, French and Italian and the international breadth of her knowledge enables her to assist high net worth individuals, global families, family offices and trustees on a range of trust, estate and cross border succession issues.

She gained her LLB (Hons) from Keele University before completing her Legal Practice course at the Oxford Institute of Legal Practice. She subsequently worked in investment banking in London and following her New York Bar qualification, practiced in renowned US law firms.

Laetitia is registered as a jurisconsulte qualifié with the Monaco Court of Appeal to provide affidavits for Monaco Law 214 Will Trusts.  She is a qualified member of Monaco’s Strategic Council for Attractivity (CSA) which aims to bring solutions, proposals and ideas to the Monaco Government regarding to the economic development of the Principality.

With more than 20 years’ experience in the fiduciary industry, Gemma is responsible for the relationship management of a portfolio of complex private wealth structures that include discretionary trusts, excluded property trusts and protected settlements.  These hold a wide range of assets including investments, intellectual property, luxury assets, commercial and residential real estate.

Gemma supports her HNW and UHNW clients and their families who are UK resident nom-doms, private equity executives, landowners and entrepreneurs with issues around wealth management, asset protection, succession and estate planning, often assisting the second and third generations of a family. Gemma is a highly motivated individual and her clients appreciate the attention, time and expertise she gives them. 

Gemma leads business development initiatives and assists with the commercial strategy. She also works closely with other professional advisers and intermediaries to develop proposals to meet the needs and objectives of clients.

She is member of the Society of Trust and Estate Practitioners, the Chartered Management Institute and the Institute of Directors. 

Emily Phillips

Senior Tax Manager - Isle of Man