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SOTERIA TRUSTS
SOTERIA TRUSTS SAFEGUARDS LEGACY FOR FUTURE GENERATIONS
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he modern business landscape is characterised by rapid changes and evolving market dynamics. Success in such an environment hinges on the ability to adapt swiftly, identify emerging opportunities, and adjust strategies accordingly. This adaptability is crucial, especially in the realm of trust management and fiduciary services, where businesses like Soteria Trusts have not only thrived but also excelled in providing exceptional service. Established in March 2016 under Hong Kong’s domestic Trust regulations, Soteria Trusts has been at the forefront of delivering retirement, tax, and fiduciary solutions to clients of diverse nationalities and residences. As client wealth expanded, so did the need for safeguarding assets from taxes and creditors. Soteria Trusts aimed to offer precisely that, underpinned by trust, transparency, and reliability. Key services provided by Soteria Trusts encompass estate planning, inheritance tax planning, and tax-efficient retirement planning, extending their expertise to both individuals and businesses. Strengths That Define Success Soteria Trusts’ rise to prominence can be attributed to its strengths. Their team of professionals boasts extensive experience in the UK-related wealth management and taxation, trust and fiduciary services, and reclaimingof the overpaid stamp duty tax. The company places a strong emphasis 100
HONG KONG BUSINESS | Q1 2024
on hiring the right talent, continual training, and fostering a culture of excellence. Recognising each client’s uniqueness, Soteria Trusts tailors its services to individual needs, successfully serving high-net-worth individuals, family offices, and corporate entities. Trust is paramount in the fiduciary services industry, and Soteria Trusts has focused on building trust by delivering on promises and ensuring high client satisfaction. Under the guidance of Chief Distribution Officer (CDO) Mark Kirkham, Soteria Trusts has forged strong partnerships and introduced innovative solutions. Kirkham’s role necessitates a keen understanding of the ever-evolving trust regulations, financial markets, and tax legislation. He maintains a deep understanding of the global economic environment to offer innovative wealth protection and growth solutions to clients. Kirkham’s philosophy emphasises adaptability and continuous improvement, with an open mind as a cornerstone for success. “Throughout my professional career, I have learned that success stems from an open mind, a commitment to personal and corporate improvement, and the ability to adapt to changing market forces,” he said. Providing Initiatives for Client Satisfaction Over the past year, Soteria Trusts has set itself apart through various initiatives. They host bi-monthly seminars on estate planning and