Guernsey Trustees Registry

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Invicta Wealth Solutions Limited

GFSC Ref 1001344 · Primary Licensee

What this record shows

The GFSC record identifies this firm as Primary Licensee, collected here on . This page does not confirm current authorisation. Check the GFSC source before relying on it.

8 named team · 2 press mentions

Incorporated
1999-08-06 source
Guernsey Registry CMP35600
Non Cellular Company
Registry status
Normal source
Effective 1999-08-06
Annual return due
2027-02-28 source

Company registry fields last checked . This may differ from the fiduciary record collection date.

Corporate structure

None on record.

View on GFSC register →

From the firm's own website — self-published, not verified regulatory data

Invicta Wealth Solutions is an independent, Guernsey-based trust and company administration provider specialising in private client and wealth administration, in business over 38 years with more than £2 billion in assets under administration. source

Team named on their website
Jim Elliott — Chief Executive Officer (joined 2008, appointed CEO May 2016)James Dumont-Gale — Chief Financial and Operations OfficerKarl Loeser — Client Relationship Director / Board memberKelly Roger — Client Relationship Director / Head of Client AdministrationLauren Deary — Governance and Risk DirectorNita Monti — Head of Tax Compliance and OperationsIrina Canty-Forrest — Finance DirectorNel Schoeman — Client Relationship Director

Visit their website →

Press mentions

Third-party news coverage, not self-published by the firm.

Invicta makes a senior appointment in Guernsey, hiring Nel Schoeman as Client Relationship Director Invicta Wealth Solutions (company announcement) · 2024
Invicta makes senior promotions in Guernsey, including James Dumont-Gale to CFOO and Karl Loeser and Kelly Roger to Client Relationship Director Invicta Wealth Solutions (company announcement) · 2021