About Vereda
Experience the luxury of a personal family office with our tech-driven, full fiduciary service model – designed for global, multi-asset private clients at a fraction of the cost.
Revolutionising the private office model, we offer a dynamic, entrepreneurial team that cuts through bureaucracy and delivers solutions, not hurdles.
Trust & Fiduciary
We structure purposeful and efficient structures that meet the specific needs of our clients avoiding unnecessary complexity, particularly for asset protection and wealth creation, protection and preservation purposes.
Corporate Governance
We support with all governance matters from statutory compliance, company secretarial and corporate governance through provision of family advisory committees for investment and other matters.
Regulatory & Reporting
We provide accounting and bookkeeping services for our portfolio trusts and entities and provide peace of mind in an increasingly complex regulatory environment that all necessary filings are made on time.
Investment Monitoring
We work with partners to provide access to the very latest consolidated reporting platforms and to strategic investment advice and oversight to ensure that our client’s are maximising the returns on their investment assets.
Services
- Establishment of structure to be legal entity for Private Office
- Dedicated Private Office manager
- Private Office operating architecture (all cloud based)
- Client Record Management System
- Document Management System
- IT support to include email and domain hosting
- Fiduciary services (trusteeship and directorship) for legal entities
- Administration support (advisory committees)
- Governance services
- Company Secretarial
- Compliance framework (to include prescribed roles where required)
- Financial
- Bookkeeping / accounting
- Payroll
- Reporting and regulatory
- CRS, FATCA and other tax filings
Vereda only provide a select number of clients with a “private office” in which the general oversight of the management of the structure is undertaken by Vereda but where other key components (tax, legal, investment advisory, accounting etc.) are undertaken by reputable professional partners and Vereda is responsible for “quarterbacking” those relationships.
Eschewing the increasingly popular trend of outsourcing to service centres in low cost jurisdictions, we are HQ’d in Guernsey and provide all client administration from this renowned international finance centre. We have strategic partners in all key international finance centres, utilising best-of-breed local specialists and managing those relationships on behalf of our clients to ensure a one-stop solution.
Team
Clive Gibbons
Clive Gibbons is a seasoned professional in the private client arena, boasting extensive expertise gained through pivotal roles at Newhaven and Vistra. With an impressive track record, Clive has honed his skills in wealth management, estate planning, and asset protection. At Newhaven, he excelled in delivering tailored solutions, leveraging his keen understanding of clients’ unique financial needs. Transitioning to Vistra, Clive further elevated his proficiency, navigating complex regulatory landscapes with finesse. His dedication to client success, coupled with strategic insights, solidifies Clive Gibbons as a trusted advisor in the realm of private client services.
Reuben Anstock
Reuben Anstock is a seasoned professional in the private client arena, boasting extensive experience cultivated across reputable firms. His tenure at Sheridans underscores his adeptness in legal matters, honing his expertise in client-centric solutions. Transitioning to Newhaven, Reuben further enriched his repertoire, navigating intricate financial landscapes with finesse. At Vistra, his acumen flourished, spearheading bespoke strategies for high-net-worth individuals. Reuben’s career trajectory showcases a commitment to excellence, marked by a profound understanding of the nuanced needs of private clients. With a reputation for integrity and innovation, he continues to be a trusted advisor, guiding clients towards optimal outcomes.
Non Executive Director
Awaiting regulatory approval until we have obtained the requisite approvals.
Richard Baldock
Richard Baldock has been appointed as a Board Advisor at Vereda (Guernsey) Holdings Limited. He brings extensive experience in fiduciary services, with a strong background in strategic leadership and corporate governance. Richard has worked in both established firms and start-ups, providing him with a diverse skill set in managing complex fiduciary operations. Richard is the “right hand” to a number of prominent high net worth families and at Vereda, he focuses on enhancing strategic client relationships and ensuring excellence in all aspects of client service delivery.
For enquiries, please contact: clientservices@veredagroup.com