SA Family Office Roadshow

Jim Elliott is the Chief Executive Officer of Invicta Wealth Solutions Limited (“Invicta”), a leading financial services company based in Guernsey. Under his dynamic leadership, Invicta has become synonymous with excellence in wealth management and specialises in providing offshore structuring solutions to South African clients. Invicta currently administers 250+ offshore entities for South African clients and therefore has extensive experience in the field of establishing and administering offshore investment structures.

With over three decades of experience in the financial sector, Jim has a proven track record of driving growth, fostering client relationships, and delivering strategic initiatives. Before joining Invicta in 2009, Jim held senior positions at several prominent financial institutions, where he honed his expertise in wealth management and fiduciary services.

At Invicta, Jim combines his deep industry knowledge with a forward-thinking approach to financial services. His vision is rooted in delivering personalized wealth solutions that align with clients' unique goals and values. Under his guidance, Invicta has developed a reputation for integrity and client-centric service, setting new standards in the financial advisory landscape.

Jim holds a number of professional qualifications, namely:

·        STEP Diploma in International Trust Management

·        Graduateship of ICSA

·        BSc Hons Degree in Management with Trust and Estates (1st Class) Manchester

         University

·        IoD Certificate and Diploma in Company Direction

Leah Trisha Mannie specialises in assisting clients with bespoke international retirement planning as well as structuring offshore companies and discretionary trusts.

Starting in compliance when she joined Sovereign in 2014, she studied compliance with the International Compliance Association. 

She is the Pensions and Business Development Manager for Sovereign Trust (SA) Limited and has grown with the group over the years. She has a wealth of knowledge in offshore retirement planning and structuring and regularly contributes to articles to provide educational pieces and participates in radio interviews.

Nel Schoeman is a South African qualified lawyer and serves as Client Relationship Director of Invicta Wealth Solutions in Guernsey. Nel relocated to Guernsey as part of a small team and built a successful fiduciary office for UHNW families. He has extensive experience in offshore trust and corporate administration on a wide range of structures from simple to complex, including being involved with drafting and implementation of family governance charters.

Prior to relocating to Guernsey, he advised on tax and exchange control implications of offshore trust and corporate structures from a South African perspective and has broad insight into the ongoing tax and exchange control implications associated with setup and ongoing administration of offshore trust structures. 

A particular area of interest for Nel is the reporting on trust related parties under the AEoI / CRS regime. Another area Nel is passionate about is the intersection between traditional trust administration and fiduciary obligations and the growing need and desire for impact and ESG driven investment strategies i.e. how trust structures could be used as powerful vehicles for change through impact investment. He also has experience in understanding and evaluating the impact of the recent implementation of the EU Economic Substance Regulations.