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

Address
Connaught House, St. Julians Avenue, St. Peter Port, Guernsey, GY1 1GZ source
Regulated by
Fiduciary - Primary Licensee source
The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2020
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
Invicta Wealth Solutions Limited
Amicus Directors Limited
Amicus Trustees Limited
Anchor Trustees Limited
IFS Trustees Limited
IWS Directors Limited
IWS Nominees Limited
Mayfair Trustees Limited
Scorpio Secretarial Services Limited
St Andrew Street Trustees Limited
St. Anne's Trustees Limited
Also registered at this address
Connections

Solid line = same registered address (registry data). Dotted line = a named team member also appears at that firm (self-published, name-match — may be a different person of the same name).

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