Business Profile
I am a committed and results-driven Managing Director of Dominion Fiduciary Services Malta Limited (DFSML). With extensive experience in investment management, lecturing, and trust and pension administration, I have a proven track record in leadership, financial management, and strategic planning.
Under my leadership, DFSML, registered under Maltese law, offers services including Retirement Scheme Administration, Trustee services, Administration of Private Foundations, and CSP services. My team provides comprehensive solutions for clients' succession planning needs, helping family businesses develop governance frameworks though the setup of Private Family Trust Companies or Foundations.
DFSML manages a private client business, serving as trustees and pension administrators for about 225 clients with assets totalling GBP 2 billion. Across the Group, there is over GBP 10 billion in assets under trusteeship. We have the resources to service high net worth clients as well as family offices.
DFSML is well-equipped to operate as a Multi-Family Office, leveraging its setup and resources to serve multiple families efficiently. By catering to several families, DFSML provides high-quality services at a more affordable rate than single-family offices. Despite serving multiple families, DFSML delivers personalised services tailored to each family’s specific needs and objectives. This includes custom investment strategies, tailored estate planning, and individualised financial advice.
I have built a team of highly skilled individuals to deliver tailored solutions for High Net Worth and Ultra High Net Worth individuals, leveraging intra-group expertise and global connections to provide top-tier services and maintain strong client relationships.
My mission is to drive business growth by forming partnerships with other firms locally to deliver innovative solutions and raise awareness about the significance of succession and estate planning for both families and individuals.