Peter Unwin, Director of Private Wealth at IQ-EQ outlines new approaches to succession planning, including the increasing relevance of Private Trust Companies.
ABA Welcomes IQ-EQ as new Corporate Member
- 14th, October, 2019
We are pleased to welcome global investor services group IQ-EQ as a new Corporate Member.
IQ-EQ has a team of over 2450 professionals operating across 23 jurisdictions. The firm provides a comprehensive range of administration, compliance, asset and advisory services to investment banks, fund managers, multinational companies, family offices and private clients operating worldwide.
Many of IQ-EQ’s clients are banks seeking efficient ways to structure funds for their clients while complying with all relevant regulations and meeting their clients’ growing demands for more information and transparency, particularly in relation to environmental, social and governance (ESG) factors.
The firm’s international footprint extends from New York to Japan and it already has a substantial book of business with Middle East clients. GCC clients account for a large part of the firm’s Middle East book, but IQ-EQ is also active in Jordan, Lebanon and Egypt.
IQ-EQ’s main contacts with the ABA will be: Pete Unwin, Director, Private Wealth; Matt Haynes, Group Business Development Director; Alasdair McLaren, Head of Private Wealth, Guernsey; and Jack Standen, Director, Funds.
Leading the ABA relationship is Pete Unwin (pictured), who is based in IQ-EQ’s Jersey office. With over 20 years’ industry experience, Pete specialises in the delivery of bespoke fiduciary services to Ultra High Net Worth individuals and families in the Middle East, in particular Saudi Arabia and Kuwait. He has regular oversight of complex cross-border transactions and is well versed in the establishment, administration and governance of multi-jurisdictional structures holding a variety of business interests, investments, lifestyle assets and philanthropic activities.
Pete said of IQ-EQ’s decision to join the ABA: “We support many different clients from the GCC and Levant regions, from investment funds to royal family members, often providing complex multi-jurisdictional solutions. As such, we see great value in ABA’s position as the only industry body in the UK dedicated to representing the interests of financial professionals working with Arab banks.
As a brand, IQ-EQ reflects the company’s firm belief in the value of both intellectual and emotional intelligence; recognising that being able to deliver for clients depends not only on an ability to provide expert services, but equally on how well they know each client and their business.
Pete continued: “Trust and long-term relationships underpin the successful partnerships that we have with our clients. Furthermore, our clients like to have a single contact that they know and who knows them – that’s why each of our clients has a dedicated relationship manager who is always their main point of contact and whose task is not only to understand the client’s needs, but to anticipate them.”
Director, Private Wealth
T: +44 1534 714 505
M: +44 7700 717 191