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Global Family Office Experts

Paul Anthony Correa

MGI Worldwide Member firm Fiduciary Wealth Management, Gibraltar
E: paul.correa@fiduciarywealth.eu
T: +350 200 50982

Qualifications, training and accreditation

  • MA Enterprise Management with Distinction – Durham University Business School
  • BSc (Hons) Financial Services – University of Manchester Science & Technology
  • Associate of Chartered Institute of Bankers (UK)
  • Fellow of the Chartered Management Institute (UK)
  • Post Graduate Diploma in Strategic Management – DUBS
  • Diploma in Management – Institute of Management (UK)

Past and Present Positions

  • Managing Partner Fiduciary Wealth Management +12 Years
  • Senior Private Banking & Wealth Management Role 15 Years
  • Inland Revenue 6 Years

Principal professional specialisms

  • Advising high net worth individuals and their families on Relocation
  • Advising high net worth individuals on wealth planning - succession and estate planning
  • Expertise in cross border financial and tax planning advice to individuals, companies and trusts
  • Specializing in the structuring and management of investment portfolios
  • Independent asset risk management (investment oversight) services to family offices with large investment mandates placed with banks and discretionary fund managers

Significant practical experiences
       

  • Providing Ad hoc special services to Family offices and wealthy families in Europe.

Read more about MGI Worldwide's team of Global Family Office experts HERE