Tim Crabtree Email & Phone Number

Geneva, Switzerland

Geneva, Switzerland

Bookkeeping for Trusts, Offshore Companies, Limited PartnershipsPrepare Financial Statements for StructuresPreparation of Quarterly Performance Valuations for clientsReview of Financial statements and certification and approval

Geneva Area, Switzerland

Prepare Marketing Proposals for new Trust structures, liaise with banks, UK legal firms, Tax Advisers on potential new trust structuring,Enact a reorganization of an existing structure following analysis of legal and tax advice obtained following new UK legislation,Review and prepare Investment Proposal and analysis for new Investment Fund, complete.

Geneva Area, Switzerland

Manage and administer Trust structures for UHNW UK resident non domiciled and Middle-Eastern families.Significant knowledge of UK Resident Non Domiciled and Middle Eastern individuals and families, and have been responsible for the settlement and administration for numerous structures for these clients. A Chartered Management Accountant with the Chartered.

Geneva, Switzerland

-Understand client requirements and needs, with regard to safeguarding and building wealth for UK resident non domiciled individuals and families,-Structure clients requirements, principally through Trusts and Offshore companies,-Establish bank accounts for these structures,-Manage transactions for structures, such as private equity investments, or the.

Geneva Area, Switzerland

Responsible for the annual preparation of financial statements for over 400 Swiss and offshore companies, bookeeping for these entities, reviewing and analysing the figures, managing the reporting of the statements to clients.Manage a portfolio of clients, principally in the commodity trading business, with responsibility for arranging trade finance with.

Geneva Area, Switzerland

-Liaising with clients on their investment requirements and needs.-Extend and develop client relationships via the settlement of Trusts and offshore companies.-Manage and administer structures to agreed objectives.-Conduct research and analysis on various private equity investments, prepare a proposal to Trustees.¨-Arrange preparation and certification of.

Geneva Area, Switzerland

-Manage investment requirements with prospective and existing clients.-Arrange settlement of Trusts and offshore companies to meet financial requirements-Manage financial transactions for clients such as property purchases, Stock Exchange transactions, and various funding requirements.-Liaise with lawyers and Accountants and understand complex legal and.

Geneva Area, Switzerland

-Discussing financial requirements with clients.-Creation of Trusts and offshore companies to meet client objectives.-Manage all financial transactions for structures such as property purchases, Stock Exchange transactions.-Preparation and certification of financial statements for structures.-Preparation of financial statements and management of audit.

Geneva Area, Switzerland

Member,Chartered Institute Of Management Accountants, Management Accountancy, Chartered Management Accountant

Bsc (Hons) European Business And Technology, 2:1

International Trust Management, Trust Planning And Management