GuernseyIsland Graph

Invicta Wealth Solutions Limited

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St Peter Port·Professional Service

Story

Completed rebrand in November 2020 after over 30 years in business

Invicta Wealth Solutions Limited is a privately held, GFSC-licensed trust and company administration firm in St Peter Port, established in 1988 and rebranded in 2020. It offers trust and company administration, family office services, private client wealth management, and corporate solutions, administering over £1 billion with a team of 31. —

Specialises in11

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

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
Established
1988 · 38 years
Industries served
Financial Services, Businesses
Client focus
Corporate Client, Private Client, Hni Individual

People10

  • Jim Elliott — CEO
  • Irina Canty-Forrest — Finance Director
  • Tony Link — Client Relationship Director
  • Karl Loeser — Relationship Director
  • James Dumont-Gale — CFOO
  • Manu Duggal — Non-Executive Director
  • Henry Smith — Director
  • Nel Schoeman — Client Relationship Director
  • Brent Marquand — Client Relationship Director
  • Nathan Lihou — Client Relationship Director

From their website

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

  • Private Wealth Solutions
  • Corporate Solutions
  • Fiduciary Services and Administration

Credentials

Qualifications

  • ICSA
  • STEP

Memberships & accreditations

  • Guernsey Finance

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 GFSC-licensed fiduciary trust company operating as a secondary licensee under Invicta Wealth Solutions Limited.

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

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