ThoughtLeaders4 - Next Gen Wealth: Sustaining ESG Investments– September 2020 (Joanne Morse)


Attacking and defending trusts in divorce, ThoughtLeaders4 Private Client Magazine
Issue 2, September 2020 (written by Clare Usher-Wilson)

An appetite for involvement, STEP Journal
Issue 4 2020 (Clare Usher-Wilson)

Shifting sands, STEP Journal
Issue 4 2020 (co-written by James Long)


Transcontinental Trusts International Forum – TransTrusts Bermuda – September 2020:

Reflecting the Priorities of the New Generation (co- speaker Joanne Morse)
click here to see the video

Where Should I Locate My Structures (co- speaker Stella Mitchell-Voisin)
click here to see the video

Anti-Bartlett Clauses Normal Service Resumed (co- speaker Clare Usher-Wilson)
click here to see the video



ThoughtLeaders4- Next Gen Wealth: Family Offices in the New World Order
– June 2020 (Joanne Morse)


The evolution of the role of a trustee during times of a crisis
‘The trusted trustee’, STEP Journal Plus (Tara Hopwood)
June 2020  

From the Horse’s Mouth - some messages are best heard from Father
The International Family Offices Journal (Daniel Martineau)
June 2020  


ThoughtLeaders4 – Next Gen Wealth Hot Topics in the New World Order
– May 2020 (Joanne Morse)


Trustees and Divorce: Navigating Stormy Waters
– May 2020 (Clare Usher-Wilson)


Dealing with the Death of a Settlor
13 April 2020, Author: Tara Hopwood – Summit Trust

What will be the impact of LEFin on Trustees (Daniel Martineau)
October 2019 

STEP Journal article « Splitting heirs » (Clare Usher Wilson)    
February 2019

Talk given at Downing College, Cambridge to the Private Client Summer School
August 2018

STEP Journal article regarding investment policy framework (Clare Usher-Wilson)
July 2018

STEP Journal article regarding beneficiary sensibilities to trustee control (Clare Usher-Wilson)
April 2018

The Sacrifice of Financial Privacy (Clare Usher-Wilson)
October 2017

Summit Trust Management completes MBO
17 November 2017

STEP Journal article regarding personal responsibility (Clare Usher-Wilson)
July 2017

STEP Journal article regarding family dynamics in estate planning (Clare Usher-Wilson)
May 2017

Summit Trust Cayman in who’s who of International Trust Advisors
October 2016

Summit Trust expands into the Cayman Islands
July 2015

The Four Horsemen of Consolidation in the Offshore Trust Industry - Revisited
July 2013

Summit Trust acquires Sable Offshore Mauritius
February 2013

Sanlam buys stake in Summit Trust
November 2011

Wealthbriefing - Rebranding
January 2011

Offshore Red-How relevant are offshore trusts in the modern world?(part II)
September 2010

Offshore Red-How relevant are offshore trusts in the modern world?(part I)
August 2010

Wealthbriefing - Treat DIY Trusts with Caution
October 2009

Wealthbriefing - Bank secrecy attacked
March 2009

Wealthbriefing - Wave of Trusts in Switzerland
September 2008

Close Switzerland Rebrands
May 2008

Step journal Interview
April 2008

Citywealth Edition 83
November 2007

Wealthbriefing Opinion of the week
November 2007

Independent Trust Award received

September 2007

Wealthbriefing - New Swiss Trust Association

09 July 2007

Swiss Assoc. of Trust Companies (SATC)
09 July 2007

CityWealth Opinion Edition 69

June 2007

CityWealth 2007-Top 100 Honour Awards

10 May 2007

MBO press release
30 April 2007

CityWealth 2007 top 100

30 April 2007

MBO at Close Trustees (Switzerland) SA

April 2007

4Horsemen of consolidation in Trust Industry
10 April 2007

12e Who's Who des banques privées
December 2006

Wernlin directory (Agefi)
December 2006

Continuity-What private Banking clients want
22 February 2006

Family Office Study -Citywealth feature
November 2005

Top 100 International Wealth Advisors
November 2005

Swiss Family Office Study release
September 2005

Assessing the Independent-Policy of Trustees
29 April 2005

Euromoney Award received
January 2005

Press Release: New Staff CBTCL
September 2004

Press Release: CBTCL
September 2004

Private Wealth Management Review
September 2004

Press Release: Asian Representative
April 2004

Private Wealth Management Review
September 2003

Private Wealth Management Review
Summer 2002

Private Wealth Management Review
September 2001

Portfolio International (2)
April 2000

Offshore Business
April 2000

International Money Marketing

April 2000

Portfolio International (1)
April 2000

Press Release
07 February 2000

05 October 1999

Financial Times
04 October 1999