News

Double board appointments for Heritage Corporate Services and Heritage Corporate Trustees and Senior Manager promotion

Heritage Corporate Services Limited (HCS), a leading fiduciary and corporate services provider, has appointed Adaliz Lavarello and David Larkin to the board of directors. HCS also announces the promotion of André de la Mare to the role of Senior Trust Manager.

From left to right: David Larkin, Adaliz Lavarello and André de la MareFrom left to right: David Larkin, Adaliz Lavarello and André de la Mare

Adaliz Lavarello joined HCS in 2015 and has more than 20 years’ experience as a trust and corporate professional having previously worked at some of the largest financial institutions providing fiduciary services to some of the world’s wealthiest families and their advisers.

Adaliz is a member of the Society of Trust and Estate Practitioners and has extensive experience in the implementation of complex trust and corporate structuring, estate planning for multi-national families involving structuring of entities and trusts, commercial and residential property, corporate investment structuring vehicles and the administration of structures involving hotels and valuable artwork.

David Larkin has recently joined HCS and has over 25 years’ experience in the Guernsey financial services industry having worked for large international banking organisations and smaller private trust companies during his career.

David has extensive experience in trust, corporate and private family office structuring and administration with a particular leaning towards the more technical areas of trust law and dealing with complex transactions. David is an Associate of the Chartered Institute of Bankers, a member of the Society of Trust and Estate Practitioners and holds the Institute of Directors Diploma in Company Direction.

In addition to the two board appointments, André de la Mare has been promoted to Senior Trust Manager. André has been with HCS since August 2015 and has 30 years’ experience in the financial services industry having worked for large bank owned trust operations for 20 years in the Channel Islands and smaller independent trust companies for the last 10 years in Guernsey.

André is a member of the Society of Trust and Estate Practitioners and an Associate of the Institute of Financial Services and has extensive experience in the administration of complex trust and corporate structures for international clients to holding a variety of investment including commercial and residential property and investment portfolios together with experience of administering corporate vehicles to manage employment of overseas staff including the employment of shipping crews.

Mark Huntley, Managing Director of Heritage Corporate Services said: "We are delighted to have Adaliz and David join the boards of Heritage Corporate Services Limited and Heritage Corporate Trustees Limited. They bring a wealth of experience and form a key part of building the trust and corporate services business. It is also a pleasure to have André de la Mare join the Senior Management team.

Each of these appointments are key steps as we build our business and grow our client and intermediary base. All three senior appointments are well deserved and demonstrate our ongoing commitment to providing a quality service to clients delivered by financial services professionals of the highest calibre."

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Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
our funds service line and also expands jurisdictional choice for our trust and 
corporate clients.

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