Company
Position
Director
Index
HNW Wealth Managers
Wealth Managers - Luxembourg
Location
Luxembourg
Advice type
Insurance
Private banking
Relationship management
Asset Class
Pensions
Client Types
Financial professionals
Institutional investors
Sector Focus
Financial Services
Insurance
Wealth Management & Private Banking
Customer Type
Private banker
Jervis Smith
Spear's Review
Jervis Smith became Vistra's country director for Luxembourg in 2019 and joined the board in 2024, bringing three decades of leadership and client management experience with him.
His team catered to a wide variety of clientele, providing comprehensive fund services that cover everything from the development of structures to the subscription and redemption of units. It also offered advice on net asset value calculations, financial and regulatory reporting, company formation, company secretarial, and accounting.
Rank: Recommended
Recommended 2024, HNW Wealth Managers
© Spear’s 500. All rights reserved.
