Company
Position
Chair
Index
Trusts, Structuring & Offshore
Tax & Offshore
Location
Geneve
Advice type
Financial planning
Client type
Families
HNW
UHNW
Customer type
Wealth adviser
Daniel Martineau
Spear’s Review
Daniel Martineau is the non-executive chairman at Summit Trust. He is a practitioner of considerable experience, having been employed by leading trust companies in Canada before working in the Bahamas, Jersey and Geneva with Coutts.
He tells Spear’s that his relationships with families often go ‘beyond the financial aspects’ and stresses the importance of being helpful, reliable and relatable.
‘At Summit Group, we put our clients at the heart of everything, caring for their wealth as if it were our own. We recognise that every client’s circumstances are unique, so we offer a very personalised service to tailor bespoke solutions.’
Rank: Top Recommended
Top Recommended 2024, Trusts, Structuring & Offshore
Network Connections
Top Recommended
Stella Mitchell-Voisin
Summit Trust International
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Geneve
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Top Recommended
Joanne Morse
Summit Trust International
Trusts, Structuring & Offshore
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Recommended
Clare Usher-Wilson
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Geneve
Recommended 2024
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