te rgt coce - vantage group · pdf filefor private clients we provide holistic personal...
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Vantage is an innovative group of companies providing a wide, yet associated, range of specialist services to professional, corporate and private clients.
We offer both regulated and non-regulated services, including:
Insurance Broking
Insurance Management
Pensions & Retirement Planning
Wealth Management & Life Assurance
Marketing, Design & Event Management
Serviced Offices & Property Management
Remuneration Surveys, Recruitment & HR Advisory
Richard Packman Chief Executive Officer
D: +44 (0)1534 706503 E: richard.packman@vantage.je
Introduction
Key contact
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Insurance Broking
Vantage Insurance specialises in the offshore financial services sector where it provides access to specialist facilities for the professional insurance buyer.
For non-financial services companies and private clients we provide an all-inclusive insurance broking service. Commercial clients include manufacturers, distributors, wholesalers, hotels, motor trade and the leisure sector. Services cover a range of insurance requirements including:
Professional Indemnity
Directors’ and Officers’ Indemnity
Property Owners and Trust Assets
Commercial Insurance
Transactional Liability Insurance
Cyber Liability Insurance
High Net Worth Insurance (including Kidnap & Ransom)
Private Medical Insurance
Tim Rattray Managing Director
D: +44 (0)1534 706508 E: tim.rattray@vantage.je
Key contact
www.vantage-insurance.co
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Insurance Management
Vantage Limited is Jersey’s first specialist insurance manager and is able to provide alternatives to the traditional insurance market by creating and managing a comprehensive range of captive insurance and alternative risk transfer structures.
Being independent of any larger broker, insurer or other institution enables us to provide a level of impartial advice and services to our clients.
Jersey is an ideal location for a wide range of insurance structures including:
Captive insurance companies
Protected cell companies
Incorporated cell companies
Niche insurance companies
Reinsurance companies
Giles Dalby Client Insurance Manager
D: +44 (0)1534 706523 E: giles.dalby@vantage.je
Key contact
www.vantage-insurance.co
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Vantage Pension Trustees offers bespoke retirement and employee benefit solutions, including full trustee and administration services, to a wide variety of clients.
For private clients we provide both trust and contract based pension plans for individuals and companies to make provision for their retirement. Clients include Channel Island residents, ex-pats, the internationally mobile, high net worth individuals and sports personalities.
Personal Pension – Retirement Trust Scheme (“RTS”)
Personal Pension – (“SIPP”)
QROPS and International Pensions
Corporate Pension Plans
Pension Administration Services
Pensions & Retirement Planning
Chris HallDirector
D: +44 (0)1534 706515E: chris.hall@vantage.je
Key contact
www.vantage-pensions.co
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Wealth Management & Life Assurance
Vantage Wealth offers a wide range of financial planning services including retirement planning, investment and protection advice to private and private corporate clients.
For private clients we provide holistic personal financial planning tailored to their own requirements, and those of their family. We provide essential, prudent financial planning for a range of businesses to ensure their growth, prosperity and profitability. We also advise on the engagement and incentivisation of employees with a range of employee benefit schemes. Structures include:
Retirement Planning and Pensions
Life Assurance and Protection
Mortgages
Investments and Savings
Employee Benefits
Company Pensions
Trust Company Investments
Chris Hall Director
D: +44 (0)1534 706515 E: chris.hall@vantage.je
Key contact
www.vantage-wealth.co
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Vantage Marketing is a niche marketing bureau, offering a professional, yet highly personal service to clients from a range of business sectors as well as for private individuals.
We deliver brand solutions, web and print design and event management all under one roof. We are passionate about providing innovative and practical solutions that deliver results without costing the earth. Services include:
Design – print, digital, branding
Events – innovative concepts, design, organisation and management
Marketing – strategy, planning and implementation
Marketing, Design & Event Management
Key contact
Verienne Belcher Director
D: +44 (0)1534 706539 E: verienne.belcher@vantage.je
www.vantage-marketing.co
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Serviced Offices & Property Management
Vantage Innovation develop integrated, scalable software solutions for property owners and family offices to facilitate clear and concise reporting. We also manage and maintain our own commercial properties.
We provide full management services for the properties in the Polygon portfolio. We promote and market the offices we offer in Jersey and Guernsey as well as manage the budgets for the assets.
Key contact
Alex Belcher Managing Director
D: +44 (0)1534 706518 E: alex.belcher@vantage.je
www.vantage-innovation.co
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Remuneration Surveys, Recruitment & HR Advisory
A bespoke service offering clients a confidential and personalised experience in remuneration, recruitment and HR advisory.
Vantage HBA has the expertise to understand client needs whether you’re looking to make savings on time, cost or process to give you a real competitive edge. Services include:
Remuneration Surveys
Recruitment
HR Advisory
Bob HassellDirector
D: +44 (0)1534 750101E: bob.hassell@vantage-hba.co
Key contact
www.vantage-hba.co
Vantage Limited is regulated by the Jersey Financial Services Commission for the conduct of Investment Business and Trust Company Business.Vantage Insurance Brokers Limited is regulated by the Jersey Financial Services Commission for the conduct of General Insurance Mediation Business.
Vantage Pension Trustees Limited is regulated by the Jersey Financial Services Commission for the conduct of Trust Company Business.
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