OPUS Private – Risk & Security – Helping the International Family
PBEC’s Renee Pan sat down this month for a discussion with Founder & CEO of Opus Private Ltd Shane Giles, who is based on the Island of Guernsey, one of the most respected Financial Centres, with a strong reputation for specialising in managing family offices and providing sustainable and green focused wealth management products and services globally.
Shane has over 25 years of experience gained through understanding, planning and managing the financial needs of private individuals. Opus Private established in 2002 is a leader in the art of Private Wealth Planning. In recent years he has focused his attention on managing and mitigating risks for international family clients, navigating the complexities that arise and is a regular thought leader speaker on private wealth matters and is a recognized expert by various financial media outlets.
Shane is an Associate of the Institute of Financial Services in the UK – Trustee Diploma. A founding member of the Registered Trust and Estate Practitioner (STEP) and on the Citywealth Leaders List since 2013.
In this latest interview exclusively for PBEC, Shane shares his experience, working through the Covid pandemic and what he has been observing in the market based on his own client’s requests. The latest trends and favored investment areas and looking ahead at the ongoing challenges/risks that Covid has brought to bear. In parallel is shares the current mindset of HNWI’s and families seeking new opportunities to invest, their shift towards more ethical and in some cases impact investments to address the climate emergency and the call for net-zero carbon world. Sit back and enjoy!