Accuro rewarded “Highly commended” independent trust or fiduciary company at the tenth Wealthbriefing European awards 2022

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We are delighted to announce Accuro’s recognition as ‘Highly Commended Independent Trust or Fiduciary Company’ at the tenth Annual WealthBriefing European Awards.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2022’.

The panel stated: “Accuro were awarded Highly Commended in this category for their refreshing, value‐based approach to business that embraces their day‐to‐day business and strives to create purposeful climate for employment and positive contribution to society.”

Paul Douglas, Managing Director of Accuro Trust in Jersey, commented: “We are delighted and honoured that the Judges have recognised Accuro as being a purpose led trust business. We strive to be a positive force for families, society and our environment. We thank the panel for this independent authentication which is uplifting for our team who, despite the challenges presented by the pandemic, have worked incredible hard in this pursuit of this mission.”

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Accuro Jersey is accredited by the Jersey Good Business Charter

The Jersey Good Business Charter logo

We are delighted to announce that Accuro Jersey has received the Jersey Good Business Charter Award.

The accreditation process demands ‘strong evidence of credible intent to do good in each of the five areas of the Charter’, and scrutinised our relationships with our suppliers, our clients, our people, our community, and our impact on the environment. We submitted responses to eighty questions covering these five areas, from which the Jersey Good Business Charter was able to develop a rounded assessment of our impact and our intentions, and made us a Charter Awardee.

As a business, we strive to be a force for good for people and planet and this rigorous accreditation process has been hugely rewarding, both in recognition of our efforts and for highlighting areas for our future development in line with our ethics and broader sustainability goals.

Chair of the Jersey Good Business Charter, Brendan McMahon explained “Accuro’s application sparked some brilliant conversations amongst Council and Board members about the power which lies in the hands of the finance sector to change the world. Businesses like Accuro, who have committed themselves to a vision of serving their clients, their people and the planet with equal priority, are leading a movement which will truly shift the global business landscape. Accuro should be very proud to be leading the charge in Jersey and beyond. We congratulate Accuro for their award of the Jersey Good Business Charter and we are very excited to have them as part of our growing community of Good Business.”

Paul Douglas – Managing Director of Accuro Jersey said: “We are delighted to have received the Jersey Good Business Charter accreditation. The Accuro Group is values-based and purpose-driven organisation. We recognise that our segment of the Jersey finance industry has both a responsibility and an opportunity to enable the betterment of society. The Accuro Group has enshrined into our constitutional documents our commitment to people and planet and our operating practices follow suit. We are very grateful to the Council for acknowledging our efforts in awarding us this chartered status and allowing us to become part of the Good Business community.”

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Accuro winner of the Wealthbriefing Swiss Awards 2022

Team of 7 people

We are thrilled to announce that Accuro was revealed winner at the Ninth Annual Wealthbriefing Swiss Awards 2022 in the “Independent Trust or Fiduciary Company” category for the third time since 2019.

Showcasing ‘best of breed’ in Switzerland, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.

The judges said: “We are impressed with the high standing of new business acquired in the course of 2021 and the staff initiatives highlighted in the profile which ultimately was the reason for this years’ winning submission.”

Natacha Onawelho-Loren, Managing Director of Accuro Switzerland commented: “We are absolutely delighted at winning this year’s award. This is a tremendous recognition of the team’s hard work in delivering a high quality client service while internally implementing our doing well while doing good.”

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Accuro CEO listed as 2022 eprivateclient 50 Most Influential

Xavier Isaac

Xavier Isaac, CEO of Accuro, is named as a 2022 eprivateclient 50 Most Influential gathering the key players in the UK and offshore private client practitioner sector.

The 50 individuals listed have been chosen by PAM Insight judges considering achievements, promotions and progress that potential candidates had made in the past 12 months.

The fifty individuals highlight the depth of talent and breadth of skilled and professional advice available to clients across the world from UK and offshore private client professionals.

Xavier is a principal driver of Accuro’s vision and strategy. He was also instrumental in the launch and independence of Accuro following a management buy-out back in 2017.

Xavier commented: “I am delighted to make this prestigious list again this year, alongside leading figures of our industry. This nomination means a lot to me under these unprecedented times, but it is first and foremost a reflection of the wider Accuro team’s effort to fulfill our mission of caring for families and their wealth responsibly across generations.”

Xavier Isaac
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Accuro’s forward-thinking business practices recognised by STEP Award

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Accuro is proud to announce its fourth win of the prestigious Trust Company of the Year (midsize firm) category at the STEP Private Client Awards 2021/22. Accuro has been shortlisted for the award every year since its inception in 2017, taking home the prize four out of the last five years.

Hosted by STEP, the global professional association that promotes excellence for private client professionals, this year’s virtual award ceremony took place on the 23rd September 2021.

STEP subjects all nominees to a rigorous judging process that considers their performance, values and contributions. Its awards are highly-coveted and are the top private client industry accolade.

Accuro stands out in this industry as an independent, fully management-and-staff-owned business, leading the way as a positive force for families, society and the environment, committed to developing long-term relationships and long-term change.

Since its management buy-out in 2017, Accuro has demonstrated its willingness to challenge the status quo and set a new standard in the industry. Attracting clients from across the globe and leading professionals to join its ranks, the business has grown organically into one which now operates from offices in Jersey, Geneva, Mauritius, and London. In 2021 Accuro has welcomed more new employees than ever before.

With a strong tradition of thought-leadership in the industry, a diverse client base, and a company structure that values and recognises the contributions of all staff members as integral to its overall success, Accuro truly lives up to its name: a trust company that cares.

The judges were impressed by Accuro’s focus on ‘values and client service’. In particular, they praised the support it provides its employees, its ownership model, its healthy annual growth figures and its commitment to its values. This includes legally binding changes to its articles of association committing to having a positive impact on society and the environment.

Accuro’s CEO, Xavier Isaac, commented: « The words of the Presiding judges are particularly pleasing because they recognise the relentless efforts of our staff in their pursuit of excellence in client services, while praising at the same time Accuro for applying more sustainable and forward-thinking business practices.”

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April Hamel and Scott King listed as Channel Islands Top 35 Under 35

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Accuro is delighted to announce that Legal Counsel, April Hamel and Senior Relationship Manager, Scott King, have been listed as Channel Islands Top 35 Under 35 by eprivateclient.

The Channel Islands Top 35 Under 35 aims to identify, recognise, introduce and promote the rising stars of the private client professions. The selection process began with an open call for nominations from across the private wealth sector for young and upcoming stars within the private client advisory professions in Jersey and Guernsey. Career progression, the quality and extensiveness of nominations and the seniority of who made the nomination and what that person said were crucial elements in determining who makes the list.

April joined Accuro in September 2020 as a Legal Counsel, she has a high level of technical understanding of legal and compliance issues and has been engaged in a broad range of matters. In the past six months she has taken the lead on a number of internal projects including drafting a mandatory disclosure policy, the redrafting of over 100 internal precedents and advising on the group’s approach to ESG investing.

Scott joined Accuro in November 2018 as a Senior Relationship Manager, he administers a number of complex and bespoke structures working closely with High Net Worth individuals, their families and advisors. He is responsible for the day-to-day management of these structures which typically have UK, Middle Eastern, North African or US connections. Over the last year Scott has successfully delivered against challenging transaction deadlines for these clients and has become an instrumental member of their team working in tandem with their advisors and family offices.

Paul Douglas, Managing Director of Accuro Trust (Jersey), said: ‘We at Accuro in Jersey are delighted that the efforts and abilities of two of our colleagues have been recognised with their inclusion in the 2021 ‘Top 35 Under 35’ list. This accolade is testament to the hard work, focus and expertise that April and Scott have brought to our business.’

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Accuro accredited as a STEP Platinum Employer Partner

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We are delighted to announce that Accuro Fiduciary has been accredited as a Platinum Employee Partner with STEP in all three of its jurisdictions: Jersey, Geneva and Mauritius.

In achieving Platinum recognition, Accuro reaffirms its dedication to the development of the business through its investment in the individuals that make up the whole. Accuro continues to demonstrate its commitment to learning and development which is championed from the top of our organisation. Accuro’s is a culture that fosters growth, and this accolade only further establishes this reality.

Jenni Hutchinson, STEP’s Head of Employer Partnerships, said: ‘I am delighted to be able to accredit Accuro Fiduciary as a Platinum Employer Partner, the highest level of employer accreditation offered by STEP.  There is comprehensive evidence of a culture of support where community, positivity and staff wellbeing are paramount.  It is clear that the importance of learning and development is championed from the top of the organisation and that the senior management team lead the way by example.  I have no doubt that this attention to supporting employee development contributes towards their impressive staff retention rate of more than 93%.  Many congratulations to you all.’

Megan Toal, Group Head of Human Resources at Accuro added: ‘We are particularly pleased to have achieved STEP’s platinum partnership status Group wide. Learning and development continues to be a focus of our strategic objectives through the diverse offerings of the Accuro Academy and we are excited about some interesting future growth opportunities that are being planned for the year ahead.’

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STEP 60-second interview with Natacha Onawelho-Loren

Natacha Onawelho-Loren

What is your role within your firm?

I am the managing director of the Accuro Group’s Swiss office.

How did it feel to win a STEP Private Client Award for Trust Company of the Year (midsize firm) last year?

It was a joyful and rewarding occasion. As the award ceremony was held virtually for the first time, we organised an internal event around it, with one of us sharing his computer screen to everyone who had tuned in. This meant that, unlike a ‘normal’ year where only a few would be able to attend the ceremony live, most of us heard the award announcement at the same time. It was a wonderful moment of togetherness and joy

Why is winning a STEP PCA important to your firm?

STEP is the ultimate accolade in our industry. Winning an award is recognition from our peers that all our efforts and hard work have not gone unnoticed.

We have been on quite a journey since 2017, when we completed the first part of our management buyout. We are now fully independent, and have the luxury of being able to take the long-term view, both for our clients and ourselves, without having to compromise on our independence of mind and action.

What are the main challenges facing your organisation at the moment?

Apart from the pandemic and the challenge of remote working, we are determined to be a force for good socially and environmentally, whilst doing well as a business. The private wealth sector may at times be painted with a tarnished brush, and our aim is to raise awareness and to facilitate responsible wealth and legacy, including addressing inequality and care of our planet.

How will you deal with these challenges?

We are addressing this challenge inwardly and outwardly, circumstances allowing. Inwardly, by making a strong commitment to all our colleagues in terms of corporate governance, profit share, mental health, diversity and inclusion in the work place. Outwardly, by initiating discussions with some of the families we take care of, in the area of Environmental, Social, and Corporate Governance (ESG) and socially-responsible wealth.

What do you like best about your job?

The ability to meet people of different horizons on different paths in life, and to participate, as much as we can, to their long-term well-being as well as to that of their loved ones.

… and what do you feel is most worthwhile?

We are working in an industry which combines family/personal dynamics with wealth accumulation, wealth preservation and eventually wealth succession. This is quite a challenging mix. Yet, if you get it right in your own role (and for us at Accuro it means being a good trustee) it can be very rewarding.

What would you say to a young person thinking of a career in this industry?

I re-discovered how fun, rewarding and interesting my job is a few years ago, when I gave a lecture for STEP on how to be a good trustee. The role is extremely demanding and requires the ability to navigate complex legal and regulatory rules with an ability to forge long-term meaningful relationships.

I’d advise a young person to look for a company with a solid infrastructure and a strong, cohesive team, both internally and externally, as the ability to cooperate within and outside the industry should not be underestimated if you are to look after your clients.

It is a career where no two days are alike and which can be unpredictable. However, and at the risk of repeating myself, it can be very rewarding and a lot of fun.

Where do you see future growth, both in terms of sectors and jurisdictions?

Growth will come from entrepreneurs operating ‘COVID-winner’ enterprises, especially from the Middle East, Asia, South America and Africa. In fact anywhere where political uncertainty will lead families to want to protect their wealth.

On the jurisdictions front, there is, and will continue to be, a flight to quality and transparency. As offshore centres get more pressurised, onshore and mid-shore will become even more popular.

Which social media channels do you use and why?

We principally use LinkedIn and Instagram to reach out to our network of intermediaries, to share our vision with the outside world.

Published on Monday, 15 March 2021 in STEP

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Accuro wins prestigious Wealthbriefing Swiss Awards 2021

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We are delighted to share that Accuro was announced winner at the Wealthbriefing Swiss Awards 2021 in the “Independent Trust or Fiduciary Company” category.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2020’.

The judges said: “Accuro recognized the pandemic as an opportunity to invest time and efforts in educating the next generation and in highlighting the topic of mental health, which is particularly important in these times of increased stress and anxiety, resulting in improved client satisfaction and an overall positive impact in the trust industry.”

Natacha Onawelho-Loren, Managing Director of Accuro commented:

“This is a tremendous achievement for the Swiss team in a year which has seen fundamental changes in the way we work with and deliver our services to clients. I am delighted that our efforts to care for our staff while ensuring seamless client service delivery has been recognised.”

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