Jim joined Invicta in 2008 and was appointed CEO in May 2016. Jim is a highly qualified and experienced trust professional who provides an open leadership style to the wider Invicta team. With an approach to client service that is founded on his strong technical know-how, Jim works with clients across the Globe and, particularly, in Southern Africa.

Before Invicta, Jim worked at a large, bank-owned fiduciary in Guernsey, administering structures for ultra high net worth clients.

Qualifications:

• STEP Diploma in International Trust Management
• Graduateship of ICSA
• BSc Hons Degree in Management with Trust and Estates (1st Class) from Manchester University
• IoD Certificate and Diploma in Company Direction

Manu joined the Board of Invicta in February 2022 as a Non-executive Director. He worked as an investment banker for over 15 years, holding senior positions at Swiss Bank Corp and Lazard, where he was a partner. His areas of expertise include corporate finance, capital markets, derivatives, structured finance and dispute resolution. 

His London-based consultancy focuses on solving complex business problems requiring a multi-disciplinary approach. In particular where financial, commercial, legal and insurance issues are in play at the same time. Manu has a deep understanding of regulation gained from holding judicial posts in the General Regulatory Chamber in the UK where he has sat on appeals against decisions of the regulator since 2007. He sits on the Finance Committee of a leading law reform charity and has been a Magistrate in central London since 2006. 

Qualifications:

• BSc., Physics, Imperial College
• MBA, London Business School
• LLB and LLM, University College London

James joined Invicta in July 2017 as Client Accounts Manager and was promoted to Finance Director in November 2019. James was promoted again in January 2021 and is now Invicta's Chief Financial and Operations Officer and joined the Invicta Board in October 2021.   James contributes in a number of areas of the business from internal management finance to assisting Invicta’s global client base with accounting and finance solutions.

James originally qualified as an accountant at PwC, working in audit, before moving into the fiduciary industry.

Qualifications:

• ACA-qualified Chartered Accountant
• Masters' Degree in Corporate Governance

Henry joined Invicta in July 2022 as Invicta’s Business Development Director.

Experienced in Private Wealth, Estate Planning, Taxation and Banking for more than 25 years, Henry began his career in audit before moving to specialise in private wealth and the structuring of large estates.

Having worked in Sub-Saharan Africa, India, The United Kingdom and The United States of America, Henry has gained a wealth of experience and a deep network.

Not only is Henry qualified, professional and highly experienced he is also fluent in Afrikaans.

Qualifications:

• Full STEP member
• Member of the South African Institute of Tax practitioners- Master Taxation planner
• Degree in Law and Commerce with further qualifications in Finance, International Taxation and Estate Planning

Tony joined Invicta in 2009. With a background of over 40 years in financial services, Tony applies his extensive experience in corporate administration and international asset ownership to benefit his trust and company clients. Tony readily provides guidance, direction and support to clients and colleagues alike and is known for his accessible style. His background provides the Board with wide expertise across matters concerning client-focused and operational activities. Over the course of his career, Tony has acted for a large number of FTSE 100 clients and been responsible for managing corporate and trust relationships with many ultra-high net worth individuals.

Qualifications:

• Full STEP member

Kelly joined Invicta in 2005 as a Senior Administrator, subsequently being promoted into the senior management team with primary responsibility for a portfolio of clients. She has over 20 years of experience including in respect of the acquisition of luxury yachts, residential and commercial property and the administration of various investment portfolios and a Guernsey foundation. She runs a team of administrators supporting clients all over the world but predominantly in Southern Africa, Europe and South America.

Born in Guernsey, Kelly began her career training in accountancy. She went on to train in trust administration and worked for two trust companies prior to joining Invicta.

Qualifications:

• STEP International Diploma in International Trust Management
• STEP Certificate in Foundations
• AAT Certificate 

Karl joined Invicta in 2014, heading a team that administer a variety of Trust, Company and Foundation structures for clients around the globe. Karl also is actively involved with the structuring of new business and guiding clients as to how best structure their wealth.

Karl has worked within Guernsey Fiduciary industry for over 18 years. Before Invicta, he worked at a large global Private Wealth Manager, looking after Ultra High Net Worth clients.

Qualifications:

• ICSA Diploma in Offshore Finance and Administration
• Full STEP Member

Lauren joined Invicta in 2019 and is now Invicta's Governance and Risk Director.

Before moving to Guernsey, Lauren worked for several different offshore companies, taking responsibility for their compliance from her base in South Africa. As part of these roles, she developed a strong working-knowledge of across multiple jurisdictions and a keen understanding of the issues facing compliance professionals.

Qualifications:

• BA LLB, Qualified attorney of the Republic of South Africa
• ICA Certificate

Ronan joined Invicta in 2016 and is now Invicta’s Financial Crime Manager and Deputy MLCO.

Joining Invicta after completing his A-Levels, Ronan worked in Compliance, initially as a Compliance Administrator and managing a number of projects before progressing to his current position.  Ronan plays a central role in Invicta’s compliance operation including the onboarding of new clients and ensuring good regulatory and governance practices.

Qualifications:

ICSA Certificate in International Finance, Accounting and Administration

ICA Certificates (Compliance and KYC and CDD)

Nita joined Invicta in 1999, initially as an administrator, progressing to become responsible for a number of key clients. Latterly she has also become more involved in the operations side of the business, leading Invicta’s CRS/FATCA reporting as well as compliance reporting requirements in respect of other registers.

Before joining Invicta, Nita worked in the banking industry.

Qualifications:

• STEP Diploma in International Trust Management

Irina joined Invicta in November 2020 as Accounting & Finance Manager. She runs Invicta's accounting team and assists Invicta’s global client base with accounting and finance services.

Irina has over 10 years of experience in Guernsey finance services in fiduciary, banking and audit.

Irina originally qualified as an accountant at EY, working in audit, before moving into the fiduciary industry.

Qualifications:

• FCCA – qualified Chartered accountant
• BSc Hons Degree in Economics
• CMI level 3

Brent helps head up a team of administrators who each have their own global portfolio of clients spanning predominantly South Africa, but also a small selection of U.K. and European clients. Born and educated in Guernsey, Brent began his career in the finance industry with a local Fiduciary firm.

Following four years of gaining valuable experience, Brent joined Invicta Wealth Solutions in January 2012. Through hard work, dedication and achieving professional qualifications, he achieved several promotions whilst at Invicta, becoming an Assistant Manager in 2017 and Manager in 2022.

Qualifications: 

• STEP Diploma in International Trust Management

Chloe works in a team that services clients around the world including the UK, Thailand and South Africa. She is primarily responsible for a number of client relationships and structures, providing efficient and sophisticated support to ensure their smooth operation and compliance.

Chloe was born and educated in Guernsey and has 10 years’ experience in Guernsey’s financial services industry. Prior to joining Invicta in 2016, Chloe worked at a local fiduciary firm providing pension and trust services.

Qualifications:

• STEP Diploma in International Trust Management

Elaine joined Invicta in July 2004 and takes primary responsibility for key clients with connections to Southern Africa. She is an experienced administrator with a wealth of knowledge about the nuances of dealing with private wealth.

Before joining Invicta, Elaine worked in the Guernsey banking sector.

Qualifications:

• Full STEP Member
• STEP Certificate in Foundations

Chris joined Invicta as an Administrator in 2017 and was appointed as a Senior Administrator in October 2019. Chris works with a number of high net worth clients from across the globe, providing dedicated and highly skilful service when giving guidance on complex transactions.

Chris has a decade of experience in Guernsey’s financial services industry having pursued a career locally upon leaving full time education. During this time, Chris has fulfilled roles across the funds, corporate and trust sectors, along with a continued commitment to professional studies, developing wide-ranging technical knowledge and an attention to detail.

Qualifications:

• STEP Diploma in International Trust Management
• ICSA Certificate in Offshore Finance and Administration