News & Articles
Privatebankerinternational.com - July 2013. Private bankers vs Trustees vs Clients?July 2013Many banks like owning offshore trust businesses but do bankers and trustees get on? Could the business model be improved?
Press Release, July 2013 - Fidusys Online management system wins major client and demonstrates system flexibilityJuly 2013Jersey-based Fidusys has won a significant new client in a deal which takes its online fiduciary management system, Fidusys Online, outside the trust world.
STEP Journal, May 2013 - Football lessons for trusteesMay 2013Robert Clifford examines Murray Group Holdings PLC v HMRC and argues that changes to law, regulations and best practice mean the trust industry has to alter its behaviour
Trusts & Trustees - March 2013 -"We are what we repeatedly do. Excellence, then, is not an act but a habit." AristotleMarch 2013Robert Clifford, the founder of Fidusys Online, argues that, in getting fit for the future, it is time for professional trustees of complex structures to reconsider their habits.
BusinessLife.Co -Fidusys introduces online fiduciary trust management systemNovember 2012International trust expert Robert Clifford (pictured) has launched a new method of working for the trust industry which changes the emphasis from administration to trustee decision-making.
WealthBriefing Interview,8 October 2012 -New Firm Fidusys Wants To Raise The Bar In How Trustees Do Their JobOctober 2012A trustee can only be as effective as the quality of the information and communications channels that are available but in far too many instances the industry falls short, argues the creator of a new business for the sector. One problem is that the roles of trustees and trust administrators are blurred, despite the very different roles they play, says Robert Clifford ...
STEP Journal, October 2012 -STANDING OUT FROM THE CROWD | Robert Clifford considers the best approach for trustees who want to differentiate themselves in a noisy worldOctober 2012THE MARKETING RHETORIC trust companies have employed for many years no longer stands up in a world where settlors and beneficiaries are looking for thoughtful, efficient trust management and a deeper understanding of what trustees are doing. The boasts (by bank-owned trustees of their hefty balance sheets...