GuernseyIsland Graph

Invicta Wealth Solutions Limited

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St Peter Port·Professional services

Story

Completed rebrand in November 2020 after over 30 years in business (inferred from the source page)

Invicta Wealth Solutions Limited is an independent trust and company administration services company in St Peter Port, specialising in private client and wealth administration. The firm is a Guernsey Trust Company offering Fiduciary Services and is licensed by the Guernsey Financial Services Commission. Invicta Wealth Solutions provides bespoke wealth management solutions, working with clients to understand their needs and develop tailored strategies. —

This profile was assembled by software from the sources cited on this page. If something here is wrong, email hello@island.gg — corrections are made to the record.

Specialises in9

Each capability links to every business in the Bailiwick that shares it.

Cash-flow forecasting & budgeting

Cash-flow forecasting, budgeting, and financial-planning analysis for businesses.

From their website

Financial planning (inferred from the source page)

Transaction services

Transaction processing and support for corporate, trust, and fund structures, including sales and successions.

From their website

Succession planning

Governance advisory

Corporate governance, policies, and quality-management systems.

From their website

Corporate governance

Quick facts

Legal form
Limited Company (inferred from the source page)
Client focus
Corporate Client, Private Individuals, High Net Worth Individuals

People3

  • Tony Link — Client Relationship Director
  • Karl Loeser — Relationship Director
  • James Dumont-Gale (CFOO)

From their website

Original phrasing from their website — lines covered by a capability above appear within its card.

  • Corporate Solutions (inferred from the source page)
  • Fiduciary Services and Administration (inferred from the source page)
  • Trust and Company Administration (inferred from the source page)

Contact

Phone
+44 1481 713667
Email
enquiries@invictawealthsolutions.com
Website
invictawealthsolutions.com
Social
Address
Connaught House, St Julian's Avenue, St Peter Port, Guernsey, GY1 1GZ

History1

Key dates and recorded company events for Invicta Wealth Solutions Limited.

  • 2020—Completed rebrand

Subsidiaries1

Other businesses under Invicta Wealth Solutions Limited, across all of Island Graph.

  • St Andrew Street Trustees Limited—St Peter Port

    St Andrew Street Trustees Limited is a regulated fiduciary service provider holding a Secondary Licensee licence, affiliated with Invicta Wealth Solutions Limited.

Compiled from public sources — mistakes are possible. If something here looks wrong, let us know.

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