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Company

ZEDRA

Index

Trusts, Structuring & Offshore

Tax & Offshore

Location

St Helier

Advice type

Investment

Sector Focus

Investments and Asset Management

Toby Sturgeon

Spear’s Review

Toby Sturgeon heads up ZEDRA’s global fiduciary investment services at the firm's St Helier offices. The adviser, who has more than 20 years’ experience, also looks after the firm’s key clients, which he says is ‘a value-added service’ within the trust business.

He is proud of his team’s ‘multifaceted investment services’ to clients, which he says are ‘over and above’ what’s required to fulfil the fiduciary obligations related to their investments. He is also responsible for assessing the suitability of the investments held by ZEDRA’s offshore platform, and oversees their ongoing monitoring.

Prior to joining ZEDRA in 2016, Sturgeon worked as a vice president at both Barclays and Ermitage. At the latter he headed up the Middle East office, which was responsible for a ‘monthly FX hedging of $750 million’.

Rank: Recommended

Recommended 2024, Trusts, Structuring & Offshore

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