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Index

Business & Entrepreneurship

Family Office Services

Location

Geneve

Advice type

Financial planning

Client Types

Families

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Daniel Martineau

‘There is never a dull moment,’ says the executive chairman at Summit Trust International , Daniel Martineau. A practitioner of considerable and varied experience, he worked for leading trust companies in Canada, prior to taking up roles in offshore ones in Nassau, Jersey and Geneva with Coutts International Private Bank. His relationships with families will ‘go well beyond the financial aspects... and will often involve very personal issues and planning for the future of the family’, he tells Spear’s. ‘My concern is that we’ve put a transparency burden on the wealthy that is unreasonable,’ Martineau adds, in respect of the Common Reporting Standard and beneficial ownership registers.

Rank: Top Recommended

Top Recommended 2022, Family Office Services

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