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United Kingdom

Mr. J. Anthony Farrell | Member

Anthony began his career in the insurance industry where he became the compliance officer of a UK Friendly Society. Subsequently, he was director of a regional IFA firm, a general insurance firm, and an international property company with projects in Bulgaria and Russia. His experience includes management of portfolios for private clients, professional clients, pension funds, and offshore trusts. He has advised on emerging markets, natural resources, and small company investments. He has trust planning experience in the UK, Isle of Man, Channel Islands, and British Virgin Islands. He has arranged and advised trusts including: fixed and discretionary trusts, gift and loan trusts, and discounted gift trusts.

He is currently a director for a UCITS management company of Malta and CAM (BVI) Inc. of the British Virgin Islands. He also provides consultancy services to international companies, trusts, and professional and private clients.

He is a member by Advanced Diploma of the Chartered Insurance Institute and Personal Finance Society. He holds the Investment Management Certificate from the UK CFA Society of which he is also a member. He is an affiliate member of STEP, holding a Distinction in the International Trust Management Certificate. He is also a member of the Institute of Directors.

-citizen of the United Kingdom

-resident of the United Kingdom

mobile phone: 0044 7714294530

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