Managing and enhancing private wealth with independence and integrity

Invicta provides technical and commercial support at formation and throughout our relationship.

Independently owned, Invicta is not tied to any institution and can respond to clients’ needs with agility and decisiveness. Invicta has a strong network of international advisers that it can call upon to provide a rounded and sophisticated service.

The offshore environment is as complex and technically demanding as it has ever been; Invicta’s knowledge and experience allows it to assist its clients to reach the right decisions when responding to the challenges presented.

We have an exceptional team of professionals with international experience in private wealth; we are specialists in our field.

From the planning to the formation of a structure to hold private wealth to that structure’s administration and management, Invicta will be a trusted partner, gaining and utilising institutional memory to inform its decisions and provide guidance to its clients.

Invicta understands that wealth structures are intended to endure across generations, and we work to manage wealth to meet these needs, aspirations and expectations; Invicta appreciates one solution does not fit all.

As an independent trustee, not beholden to external influences or demands, Invicta is able put its clients’ interests first at all times.

Contact us for further information

Jim Elliott

CEO

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

Henry Hollingdrake

Business Development Director

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

Download our brochure

 Private Wealth Brochure