Welcome to Fairway
Fairway is an independent, owner-managed fiduciary group offering Private Client, Corporate, Funds and Pension Trustee Services.
Our independence and structure allows us to take a long-term, client-centric approach to the way in which we do business. We are able to provide continuity to every client through our director-led, dedicated teams which deliver a proactive and nimble service. We are focused on building strong relationships, ensuring our clients know how important they are to us and that they never feel like a number.
We take great pride in providing our clients with innovative solutions backed by administrative and
technical excellence across our offering, whether that be to reach retirement goals, for succession planning, to maximise returns or to protect and enhance assets.
As a Jersey headquartered business, our clients can be assured of the political and economic stability and comprehensive regulatory and legal framework which has kept Jersey at the forefront of global finance for 60 years.
Our clients span across
124
£6.5bn countries Assets under management years back to back growth since launch
Client focus
We are visionary, proactive and one step ahead in how we design and build our business around our clients.
With a breadth and depth of industry-leading experience, we are equipped with the skills-based resources to cater for a broad range of structures from niche to mainstream.
Our locations
We are an award-winning, owner-managed trust company distinguished for excellence and a personal touch. With a global network of trusted advisors and specialists, we provide unwavering expertise to meet the unique needs of our clients.
Headquartered in Jersey and with established offices in Dubai and Kuwait, our global presence allows us to seamlessly connect with our diverse international client base. We foster meaningful relationships, travelling to meet with our clients face-to-face in their jurisdictions, ensuring our services resonate on a global scale to create lasting partnerships.
Service excellence
We are experienced - we have a long track record of serving clients long term, many for generations. We foster a high performance culture, blending technical skills, experience and knowledge to provide effective solutions.
We are collaborative - working closely with a variety of trusted advisors including legal and tax experts, to form a coordinated professional approach.
We are dedicated - forming personal working relationships and meeting with our clients and intermediaries faceto-face is high on our agenda as part of our consciously independent reputation.
We take great pride in being open and transparent when it comes to agreeing fees and how we add value to all clients.
Private Client Services
Protecting and growing our clients’ assets through tailored, specialist service with a personal touch.
As an independent, owner-managed business, we can focus on building valued relationships with clients to ensure the delivery of long-term service excellence.
We offer a range of offshore services which are tailored to our international clients in order to facilitate the effective management of family wealth and to achieve generational wealth transfer.
We work in partnership with our clients’ financial advisors and intermediaries to deliver effective multi-jurisdictional solutions whilst ensuring their specific objectives are met.
We have a highly qualified team with diverse experience across various asset classes and jurisdictions, including Shariah-compliant structures.
Our tailored solutions address both the commercial requirements of businesses and the personal interests of individuals and families. Our services encompass a wide range of offerings, including Trust, Company and Foundation Administration, Incorporation and Administration of diverse holding vehicles, Directorship Services, Private Trust Companies, and much more.
Our Private Client Services include:
Our Family Office Services include:
Succession Planning
We understand that building wealth takes a great deal of time and effort. It’s important to put in place a strategy for passing wealth to
Jewellery, recipes and watches - all familiar items that are passed down. Why should the general wealth and assets of our clients be any different?
Fairway works with many prominent families to discuss the preservation and passing on of wealth and assets to their descendants. We assist with the creation and implementation of a clear and all-encompassing succession plan. Many families from civil law jurisdictions look to Jersey to create structures to ensure the smooth transition of wealth.
Forced heirship principles in certain jurisdictions erodes the testamentary freedom afforded to families. Fairway can work with families and their advisors to establish structures that are legally enforceable to own assets for the benefit of the next generation.
Our Succession Planning services include:
• Review of family charters and letters of wishes
• Shariah scholar advice
• Administration services
• Asset protection
• Consolidation of ownership and control of assets
• Compliance support
• Financial reporting
• Foundation services
It is important to engage in regular conversations so that any strategy remains underpinned by three distinct elements:
• Preservation of wealth
• Ongoing protection and enhancement of wealth
• Distribution of wealth
“Fairway and the administrative team are very responsive, supportive and commercial in their management of our property portfolio. I would happily recommend the Fairway team as specialists in the real estate and administration services field.”
A
Private Client of Fairway
Corporate Governance
Our specialist team are fully resourced to support our clients’ needs within legal and regulatory frameworks to ensure business objectives are met.
Corporate governance is the system by which an organisation is directed and controlled. A corporate governance framework specifies the distribution of rights and responsibilities amongst different participants in the organisation and sets out the rules and procedures for making decisions.
Risk management is an integral part of the corporate governance framework. At Fairway, we understand our clients and appreciate that not all governance structures work for everyone. Hence, we tailor each framework specifically for our clients’ needs, considering all aspects of a corporate governance structure including risk identification, monitoring and control.
Our Corporate Governance services include:
• Policies in line with law and applicable regulations
• Documenting processes and procedures
• Effective board reporting
• Agenda and minutes
• Director training and board evaluations
• Comprehensive and focused governance frameworks
• Compliance monitoring and timely reporting to the board
• CIGA guidance under economic substance legislation in Jersey
Real Estate
Fostering an entrepreneurial leadership culture, we understand the demands of working within the fast-paced corporate and real estate environment. From day-to-day to high pressure transactional work, we consistently deliver a timely, responsive service.
Whether clients are looking to invest in residential, commercial or retail property, Fairway has the expertise to assist and support in all aspects of property holding structures.
The real estate landscape is often complex with many legal, tax and administrative requirements to adhere to. With an established network of tax advisors, property managing/letting agents and lawyers, we are well placed to offer private and corporate clients comprehensive real estate solutions from purchase through to hold and sale. As an independent owner-managed business, we invest the time to tailor our services to each client and provide efficient and cost-effective solutions.
Our Real Estate services include:
• Sourcing suitable property for investment purposes
• Working with estate agents, lawyers and lenders on the property transaction
• Appoint reputable regulated agents in respect of the letting/management of the property
• Ensuring all statutory, tax and reporting obligations that arise as a result of holding property are met
• Oversight of any third parties appointed in respect of the property i.e. agents/insurers/property developers
• Co-ordinate the provision of bespoke concierge services for properties that are occupied under a licence to occupy basis
Philanthropy
Philanthropy is an increasingly important aspect of private wealth management. More and more families want to use their influence and resources to make a difference in the world in which they live and work, and are choosing to engage in charitable and philanthropic endeavours.
Our dedicated philanthropy team can assist in establishing the right structure for each of our individual clients, administering it effectively, to ensure the most efficient philanthropic strategy.
Through our holistic approach, extensive expertise, and our trusted network of leading lawyers and tax advisors, we help clients fulfil their philanthropic aims and vision, making sure their charitable goals are met, whether that be during their lifetime or part of their legacy.
Our Philanthropic services include:
Guidance and establishment
We help co-founders and donors gain clarity on their aims and how they want to utilise the structure. The right type of structure for families differs in line with specific aims. We provide bespoke structures that ensure philanthropic initiatives are both effective and aligned with the family’s values, ultimately maximising the positive impact they can make in their communities and beyond.
Liaising with co-founders and donors
We continue to liaise with the co-founders and donors, as well as auditors and external advisors to achieve a consistent mission and message and a commitment to charitable objectives.
Administration of philanthropic structures
We provide full-service administration of philanthropic structures including charitable and non-charitable trusts, charitable companies and foundations.
Why Jersey?
Management of distribution of trust assets
We manage any distributions of trust assets to beneficiaries and / or other related parties, including trust winding up as well as in-life trust distributions.
Provision of foundation members
We will provide one or more directors to act as council members in accordance with the foundation charter and relevant foundation law.
Investment monitoring
We will monitor your philanthropic structure’s financial position and assess the long-term financial performance and sustainability.
The Jersey trust is a highly flexible, bespoke structure that can be adapted to meet different philanthropic objectives. Trusts Law in Jersey accommodates trusts with both charitable and non-charitable purposes, along with trusts established for aims that are a mix of personal and philanthropic.
The Jersey foundation is also extremely flexible for structured giving, philanthropists can be involved in the administration of the foundation and the make-up of the foundation can be easily amended. The foundation also offers a good balance of transparency and confidentiality, allowing it to seamlessly evolve through family generations.
Senior leadership team
Mark Andrews
Managing Director, Private Client
Mark has a wealth of experience from within the financial services industry, having worked predominantly in the private client sector since 1985.
During his career, Mark has worked on a variety of structures and asset classes across various jurisdictions. Prior to Fairway, Mark worked for another local independent trust business as well as a top five global trust company. He has been employed at Director level for the past 15 years and joined Fairway in 2017.
Mark is a Fellow member of the Association of Accounting Technicians (FMAAT), a qualified member of the Society of Trust and Estate Practitioners (STEP) and a Chartered member of the Chartered Institute for Securities and Investment (Chartered MCSI).
Dominique Burnett Director, Private Client
Dominique has over 20 years’ experience in the fiduciary industry and has exceptional cross-jurisdictional experience including expertise in managed trust companies, private trust companies and governance.
At Fairway, Dominique oversees a private client team with responsibility for a growing global client base. Primary areas of focus include complex asset protection for HNW entrepreneurial clients, strong corporate governance along with bespoke administration services.
Dominique frequently travels to meet with international clients and intermediaries with particularly strong connections in South-East Asia.
Dominique is a Fellow of the Chartered Governance Institute, a member of STEP and holds a Masters degree in Corporate Governance.
Dominique is also a Powerwomen Award Winner 2024 and is included in Citywealth’s Top 75 Trustees List 2024.
Jodie Gray Director, Private Client
Jodie has more than 25 years of industry experience. She is responsible for managing a team that specialises in wealth structuring and the provision of family office services.
Jodie is passionate about delivering Fairway’s exceptional standards of client service as well as mentoring her team to reach their full potential. In her role, Jodie often travels to the UK and the Middle East to meet with clients and intermediaries and attend key industry events.
Jodie joined Fairway from another Jersey service provider where she worked for 16 years, most recently as Director and Board member with a particular focus on administrative solutions to HNW private clients, including real estate services, succession planning and governance.
Jodie holds the STEP Diploma in International Trust Management.
Christian Falle Director, Private Client
Christian joined Fairway in 2012 and has worked within offshore trust and company administration since 2005.
As a Director of Fairway Trust, he is principally involved in the establishment of asset holding and financing structures for high net worth clients.
Christian’s experience encompasses the management of residential and commercial real estate portfolios and equity funds for a number of private family offices and institutional real estate investors through trust and fund structures. Additionally, he has assisted high net worth clients in establishing vehicles to hold and operate aircraft and super yachts. This has included the acquisition of assets and thereafter, the ongoing asset management.
Christian holds the Institute of Chartered Secretaries and Administrators (ICSA) Diploma in Offshore Finance and Administration.
Caroline Brown Director, Private Client
Caroline is a Director in the Private Client department at Fairway. She is responsible for developing relationships with newly introduced clients, helping with the creation of structures for HNWI’s, and for providing an experienced team of professionals to administer these structures.
Throughout Caroline’s career, she has led high performing teams, dedicated to delivering exceptional service to global HNW clients for multi-jurisdictional entities. From her private banking background, Caroline boasts a wealth of knowledge and experience in the corporate governance of structuring for high-risk and high-profile clients.
Chris Mourant Associate Director, Private Client
Having worked on the client administration side of the business for 10 years at Fairway, Chris’ primary focus is on building new business relationships and opportunities including the onboarding of new clients.
Having managed the Emirates NBD Trust Company (Jersey) Limited relationship for Fairway as part of his previous role, Chris still has a keen focus on all things Middle East. Chris specialises in working closely with large high net worth families based in the GCC to create structures that form part of a holistic approach to succession planning. The majority of these structures are of high value with a variety of asset classes and jurisdictions. This is a particularly complex area with cross border estates and reporting requirements.
Chris has an honours degree in financial services and is a member of the Society of Trust and Estate Practitioners (STEP) holding the Diploma in International Trust Management.
Contact us
To speak to a member of the Private Client team, please contact us at: privateclient@fairwaygroup.com
For more information on any of our services please visit: fairwaygroup.com