Position

Chair

Index

Family Office Services

Business & Entrepreneurship

Location

Geneve

Advice type

Financial planning

Client Types

Families

HNW

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Daniel Martineau

Spear’s Review

‘There is never a dull moment,’ says Daniel Martineau, executive chairman at Summit Trust International. A practitioner of considerable and varied experience, he worked for leading trust companies in Canada before taking up roles offshore in Nassau, Jersey and Geneva with Coutts International Private Bank. His relationships with families often ‘go well beyond the financial aspects...and will often involve very personal issues and planning for the future of the family’, he tells Spear’s

‘My concern is that we’ve put a transparency burden on the wealthy that is unreasonable,’ Martineau adds, in respect of the Common Reporting Standard and beneficial ownership registers.

Rank: Top Recommended

Top Recommended 2023, Family Office Services

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