Alan is a partner with Rawlinson & Hunter in the Cayman Islands and specialises in private client services including international trust structures, private trust companies and purpose trusts, estate planning and wealth management.
He advises on the establishment and ongoing administration of Cayman Islands trusts and companies including acting as a director of a number of private trust companies, other regulated entities and other client companies. Alan is a director of The R&H Trust Co Ltd and The Harbour Trust Co Ltd, duly licensed Cayman Islands trust companies owned and operated by Rawlinson & Hunter in the Cayman Islands.
Alan has over 20 years of international experience in the financial services industry and joined the Cayman practice in December 1997. Prior to moving to Cayman, his career included experience with the taxation practice of Deloitte in Canada and audit and assurance services in Canada, New Zealand and the Cayman Islands. He is a qualified chartered accountant (Canada), trust and estate practitioner (TEP) and a Chartered Financial Analyst (CFA) charter holder.
He is the chairman of the Cayman Branch of STEP, chairman of the Cayman chapter of AIMA and member of the Cayman Islands Institute of Professional Accountants.
At a macro level, the dominant trend affecting the private wealth arena in the last 12 months continues to be the impact of various supranational initiatives seeking greater transparency with respect to anti-money laundering regimes and tax information exchange. I propose to focus in this year’s introduction on the central importance of the concept of ‘beneficial ownership’ and the theme of convergence in the increasingly interconnected arenas of anti-money laundering policy and tax information exchange.