Press clippings
Citywealth Live Sessions – Interview: Stella Mitchell-Voisin – CEO, Summit Trust International SA, March 2022
ThoughtLeaders4 – Next Gen Wealth: Sustaining ESG Investments– September 2020 (Joanne Morse)
Attacking and defending trusts in divorce, ThoughtLeaders4 Private Client Magazine
Issue 2, September 2020 (written by Clare Usher-Wilson)
An appetite for involvement, STEP Journal
Issue 4 2020 (Clare Usher-Wilson)
Shifting sands, STEP Journal
Issue 4 2020 (co-written by James Long)
Transcontinental Trusts International Forum – TransTrusts Bermuda – September 2020:
Reflecting the Priorities of the New Generation (co- speaker Joanne Morse)
Where Should I Locate My Structures (co- speaker Stella Mitchell-Voisin)
Anti-Bartlett Clauses Normal Service Resumed (co- speaker Clare Usher-Wilson)
ThoughtLeaders4- Next Gen Wealth: Family Offices in the New World Order – June 2020 (Joanne Morse)
The evolution of the role of a trustee during times of a crisis
‘The trusted trustee’, STEP Journal Plus (Tara Hopwood)
June 2020
From the Horse’s Mouth – some messages are best heard from Father
The International Family Offices Journal (Daniel Martineau)
June 2020
ThoughtLeaders4 – Next Gen Wealth Hot Topics in the New World Order – May 2020 (Joanne Morse)
Trustees and Divorce: Navigating Stormy Waters – May 2020 (Clare Usher-Wilson)
What will be the impact of LEFin on Trustees (Daniel Martineau)
October 2019
STEP Journal article « Splitting heirs » (Clare Usher Wilson)
February 2019
Talk given at Downing College, Cambridge to the Private Client Summer School
August 2018
STEP Journal article regarding investment policy framework (Clare Usher-Wilson)
July 2018
STEP Journal article regarding beneficiary sensibilities to trustee control (Clare Usher-Wilson)
April 2018
The Sacrifice of Financial Privacy (Clare Usher-Wilson)
October 2017
Summit Trust Management completes MBO
17 November 2017
STEP Journal article regarding personal responsibility (Clare Usher-Wilson)
July 2017
STEP Journal article regarding family dynamics in estate planning (Clare Usher-Wilson)
May 2017
Summit Trust Cayman in who’s who of International Trust Advisors
October 2016
Summit Trust expands into the Cayman Islands
July 2015
The Four Horsemen of Consolidation in the Offshore Trust Industry – Revisited
July 2013
Summit Trust acquires Sable Offshore Mauritius
February 2013
Sanlam buys stake in Summit Trust
November 2011
Wealthbriefing – Rebranding
January 2011
Offshore Red-How relevant are offshore trusts in the modern world?(part II)
September 2010
Offshore Red-How relevant are offshore trusts in the modern world?(part I)
August 2010
Wealthbriefing – Treat DIY Trusts with Caution
October 2009
Wealthbriefing – Bank secrecy attacked
March 2009
Wealthbriefing – Wave of Trusts in Switzerland
September 2008
Close Switzerland Rebrands
May 2008
Step journal Interview
April 2008
Citywealth Edition 83
November 2007
Wealthbriefing Opinion of the week
November 2007
Independent Trust Award received
September 2007
Wealthbriefing – New Swiss Trust Association
09 July 2007
Swiss Assoc. of Trust Companies (SATC)
09 July 2007
CityWealth Opinion Edition 69
June 2007
CityWealth 2007-Top 100 Honour Awards
10 May 2007
MBO press release
30 April 2007
CityWealth 2007 top 100
30 April 2007
MBO at Close Trustees (Switzerland) SA
April 2007
4Horsemen of consolidation in Trust Industry
10 April 2007
12e Who’s Who des banques privées
December 2006
Wernlin directory (Agefi)
December 2006
Continuity-What private Banking clients want
22 February 2006
Family Office Study -Citywealth feature
November 2005
Top 100 International Wealth Advisors
November 2005
Swiss Family Office Study release
September 2005
Assessing the Independent-Policy of Trustees
29 April 2005
Euromoney Award received
January 2005
Press Release: New Staff CBTCL
September 2004
Press Release: CBTCL
September 2004
Private Wealth Management Review
September 2004
Press Release: Asian Representative
April 2004
Private Wealth Management Review
September 2003
Private Wealth Management Review
Summer 2002
Private Wealth Management Review
September 2001
Portfolio International (2)
April 2000
Offshore Business
April 2000
International Money Marketing
April 2000
Portfolio International (1)
April 2000
Press Release
07 February 2000
L’Agefi
05 October 1999
Financial Times
04 October 1999