Position

Chair

Index

Trusts, Structuring & Offshore

Tax & Offshore

Location

Geneve

Advice type

Financial planning

Client Types

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

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