Jason Green
Director - Private Wealth & Advisory, Appleby Global Services (Trust & Corporate Services Provider) at Appleby
Based in Hamilton, Bermuda
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
Hamilton
Industry
Law Practice
Company size
817
Contact information
Reveal Jason's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
j•••••••@applebyglobal.com
Phone
5 credits+1441 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Jason Green
Director of Private Wealth Management & Family Office Advisory business regulated by the Bermuda Monetary Authority, with over two decades of extensive experience as lawyer, wealth manager, investment advisor, UHNWI family office advisor across the G7, West Africa and Emerging Markets. Currently Director of Private Wealth & Advisory at Appleby Global Services in Bermuda, I specialise in originating new client relationships, establishing Family Offices (Single or Multi) and providing strategic advice to UHNWIs. Leading all aspects of daily management and administration of complex cross border structures, investment strategy, global compliance, tax & risk management. Safeguarding client privacy and assets, enhancing wealth across generations and leading teams of specialist advisors, lawyers, finance professionals and staff. My professional journey is underpinned by a robust legal background and a deep knowledge of diverse asset classes, enabling me to deliver bespoke, comprehensive financial solutions to esteemed clients located in West Africa, Emerging Markets and G7 countries: Over 25 years in the international fiduciary and private banking sectors, delivering cost-effective solutions and expert legal advice: Skilled in managing complex, cross-border portfolios for ultra-high net worth individuals and families: Proficient in overseeing traditional and alternative investments, ensuring adherence to stringent investment guidelines: Expert in maintaining compliance with international standards such as FATCA, CRS, and AML/ATF: Successful in driving business expansion through strategic cross-selling and forming productive partnerships: MBA in Wealth Management, University of Manchester LLB (Hons), University of Westminster Professional Certifications: Trust & Estate Practitioner (TEP), Chartered Insurance Institute (Cert. CII), Investment Advice Diploma (IAD) Interested in discussing new challenges and ventures in wealth management and family office advisory mandates - feel free to reach out if you would like to explore potential collaboration or need guidance in managing your wealth strategies. Email: jasongreen.mba@live.com
Decision-makers
Other people at Appleby
Build a list of verified contacts at Appleby
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Jason
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime