Guernsey based Invicta Wealth Solutions has made a number of senior promotions to support their continued growth.
Karl Loeser has been appointed to the board of Invicta and its corporate subsidiaries. In addition to his directorship duties he has been appointed to the Risk and Compliance committee and will assume oversight of several Invicta departments.
Karl joined Invicta in 2014 and was most recently a Client Relationship Director heading up a team that administers a variety of trust, company and foundation structures for multi-generational clients with a primary interest in UK. Karl holds the IoD certificate and diploma in company direction, and is ISCA and STEP qualified.
Taking on the role of Head of Client Administration, Kelly Roger has been promoted to oversee all client activity including responsibility for a number of internal operations such as HR and Facilities.
Kelly joined Invicta in 2005 as a Senior Administrator and most recently as a Client Relationship Director. Kelly is a specialist in the acquisition of luxury assets, residential and commercial property and supporting global clients worldwide but predominately in Southern Africa, Europe and South America. Kelly recently completed the IoD Certificate in Company Direction and is now working towards the IoD Diploma in Company Direction.
Irina Canty-Forrest has been promoted to Finance Director and will be responsible for all finance and accounting related responsibilities. Joining Invicta in 2020 Irina was most recently Accounting and Finance Manager. Irina has more than 10 years’ experience in Guernsey financial services in fiduciary, banking and audit.
Invicta CEO, Jim Elliott said: “Invicta is approaching a pivotal point in our growth journey. I am delighted to announce these appointments. Congratulations to Karl, Kelly and Irina. We are very lucky to have a team who has worked with us for a significant time and will now take on additional responsibilities to support our growth.”
Invicta is an independent trust company based in Guernsey, specialising in private client and wealth administration.
Main picture shows (left to right) Karl Loeser, Irina Canty-Forrest and Kelly Roger.
