2018 International Private Client Forum

Butterfield Trust has been in the business of establishing and administering fiduciary structures for our clients since the advent of international trust legislation more than 75 years ago, and delivers services to international clients through six independent companies based in Bermuda, The Bahamas, the Cayman Islands, Guernsey, New Zealand and Switzerland. Our teams of highly professional and respected specialists are experienced in administering both complex and more straightforward solutions in partnership with clients and their advisers around the globe. We offer a flexible approach to holding a wide variety of financial and other assets under administration. We pride ourselves on providing a service that is focused on the needs of our clients and, to this end, have dedicated teams who administer solutions for private and institutional clients, family enterprise groups, charities, and philanthropic endeavours.


Capital Generation Partners provides independent investment management advice to endowments, individuals and families seeking to preserve and develop their wealth. CapGen is based on the principle that the client should be placed first in every aspect of its work. We deliver institutional-quality asset allocation advice, investment selection, due diligence and performance reporting services and build bespoke investment portfolios that are unique to each client. CapGen does not sell investment product or take commission: we get paid only by our clients. The firm is based in London, but with a global reach. CapGen currently has $2 billion of assets under management.


Jersey Finance

Jersey Finance promotes and develops the International Finance Centre of Jersey, which has over 50 years’ expertise in delivering private wealth management, trusts, estate and succession planning, and more recently foundations, to our key target markets of the UK, Europe, India, Russia, GCC, Africa, Greater China and the USA.

Political independence, economic stability, and a mature and respected legal and regulatory system enable Jersey to continue to attract deposits and investments from institutions and private clients across the world. This combined with the wealth of experience and expertise offered by Jersey’s highly skilled workforce, including seven first tier legal practices, gives an unparalleled welcome to businesses and investors alike.



National Philanthropic Trust UK is a charity that administers donor advised fund (DAF) philanthropic structures for private clients and families.

Whatever your client’s goals, a DAF can help them realize their philanthropic vision. A DAF allows a client to enjoy their giving and focus on desired outcomes – without the burden of the structural, administrative, or management responsibilities that often come with large-scale philanthropy. Your client’s DAF may serve as their giving vehicle of choice or complement existing philanthropic structures.

We invite you to contact us to discuss how we can support you as you advise your clients about their philanthropy.