Brian Balleine

Area of expertise

• Fiduciary, succession and asset protection for UHNW families
• Private Trust Companies
• Latin America and Asia
• Directorships
• Private Equity Funds
• Property Funds

Responsibilities

Brian has over thirty years’ experience of working with ultra-high net worth families and their advisers in the establishment of wealth preservation and wealth transfer solutions. He has established and led various businesses in Europe, Asia and the Caribbean throughout his career in the financial services industry. He has extensive experience of working with families in Latin America and Asia. Brian has served as a Director on the boards of various Private Trust Companies, Private Equity and Real Estate funds.

Qualifications and memberships

Master of Business Administration Degree
Chartered Fellow of the Chartered Institute For Securities & Investment
Member of the Society of Trust & Estate Practitioners

Notable achievements

• Managing Director of various trust companies in Europe, Asia and the Cayman Islands.
• Set up and managed the Asia office of a leading trust company following a global acquisition.