Philean Group

As an independent Trust Company, not owned by another financial organisation, we work for the benefit of our clients avoiding the many conflicts of interest that might otherwise arise.

We believe that our corporate structure will benefit our clients by encouraging employees to remain with the Company for the long term, and thereby enabling them to build effective personal relationships together.

Our business philosophy is:

• To provide a high quality of service to our clients
• To provide flexible planning arrangements to enable our clients to achieve their objectives
• To provide a relationship based on personal service which will extend over generations and will be valued by clients
• To assist in and support clients' long-term planning
• To provide clients with long-term security
• To establish a consistent and friendly service, providing at all times best advice not qualified by objectives based purely on profitability
• To achieve the aformentioned on a value-for-money basis

Personal contact with clients is the most important aspect of our business and hence every client, regardless of the size of his assets and/or fees, will receive our full attention.

As part of our regular services, we are instrumental in providing a full financial package to our clients even though some of the services may be provided with the assistance of other organisations with whom we have connections and relationships.

The services of these intermediaries will be centrally managed by ourselves on our clients' behalf.

As expected in a sophisticated offshore financial centre, confidentiality and discretion are of paramount importance and this is provided by the Philean Group.

Unlike many financial institutions, we operate and control our own in-house computer database, not linked to the outside world, thus guaranteeing that clients' data is stored only in Jersey and that the highest levels of security are achieved, both electronically and physically.

We hope you have been given an insight into the services which we can offer and look forward to hearing from you. Should you wish to take the matter further, please contact Philip Bisson, Alexandra Jardine, Samuel Barnes-Barrington, Annette Vickers-Roberts or Debbie Quemard who will be pleased to assist you, personally and in strict confidence.