You manage your business, and let us manage the rest.

Clarien provides a range of services, leveraging our internal capabilities, external partners, and comprehensive digital solutions, to help family offices achieve their goals:

Trustee Services

• Provided by Clarien Trust Limited, licensed by the Bermuda Monetary Authority
• Accounting services for trust  entities

Wealth and Succession Planning

• Partner with legal and tax advisors on multi-jurisdictional structuring
• Intergenerational wealth transfer

If banking or investment services are required, we also offer the following solutions:

Private Banking

• Personalized and private banking relationship management

Investments

Investment Management

• Services provided by Clarien Investment Limited, licensed by the Bermuda Monetary Authority
• Fiduciary approach aligned with investment policy statement
• Traditional and alternative options

Trading/Execution

• Self-directed online trading and brokerage
• Listing sponsor for the Bermuda Stock Exchange through Clarien BSX Services Limited

We strive to be your trusted advisor, rapidly achieving a deep understanding of your circumstances and tailoring solutions to preserve and grow your family wealth and secure your legacy for the future.

The Clarien Advantage 

• Bespoke fiduciary services offered via a larger financial services group. 
• Banking and investment management support offered via licensed subsidiary entities of the larger financial service group.  
• Corporate administrative services provided via our licensed corporate services entity, Clarien Corporate Services Limited.  
• Access to excellent legal support offered via both global law firms and more tailored legal practices offering support and assistance with regards to the legal and regulatory requirements of both Bermuda and other jurisdictions.  
• A growing fiduciary business that is tailored to assisting Settlors in seeking to put in place estate planning and asset protection that is customized to the needs and requirements of multi-jurisdictional individuals and families.

Jennifer Hanson Crockwell, CPA, CA, TEP. 

Head of Trust & Family Office

Jennifer joined Clarien in October 2020, as Senior Vice President, Head of Trust and Family office. As Head of Trust and Family Office, Jennifer plays an integral role in the strategic development of Clarien Wealth Management with a focus on ultra-high net worth and Family Office clients under the direction of the Chief Executive Officer.

Prior to joining Clarien, Jennifer was Chief Financial and Administration Officer for a Private Company in Bermuda. Previously, she held the post of Senior Manager at Arthur Morris and Company Limited specializing in providing accounting, fiduciary, compliance and corporate services to a broad range of clients, including trusts and investment companies. Jennifer moved from Canada to Bermuda in 1998 with Deloitte progressing to the position of Senior Manager and taking a lead role on many of the offices trust, corporate and accounting services clients.

Jennifer has been involved in Bermuda’s trust industry for over 20 years. In all her prior roles, Jennifer has worked closely with ultra-high net worth clients and their financial, tax and legal advisors as well as with bankers and investment advisors.

Jennifer is a Chartered Professional Accountant from Canada (CPA, CA) along with a Trust Estate Practitioner (TEP). She holds a Bachelors degree in Accounting with Great Distinction from University of Saskatchewan in Canada. 

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Miguel DaPonte, CFA

EVP, Chief Wealth Management Officer

Miguel is a CFA charter holder who obtained an MBA from the Richard Ivey School of Business at the University of Western Ontario. Prior to joining Clarien, Mr. DaPonte was the SVP Investments and Pensions at a local insurance company. During that time, he was responsible for the asset allocation and manager selection of the balance sheet assets of the firm and headed the company’s defined contribution pension business. Prior to that, he was Assistant Vice President at a global annuity and life insurance company, where he monitored and advised on investment portfolios totaling over $12 billion.

The formative years of his career were spent at an investment advisory service firm as a Senior Investment Analyst, where he managed global equities and fixed income portfolios.

In his new role as Chief Wealth Management Officer, Mr. DaPonte will be tasked with leading and overseeing Clarien’s Wealth Management business and all associated teams, including but not limited to: Private Banking, Investment Management (Clarien Investments Limited) and Trust Management (Clarien Trust Limited), including Family Office and Clarien Corporate Services Limited.

Akanke Parsons, TEP

Senior Trust Officer

Akanke has devoted most of her 25-year career to managing trusts and estates. In the process, she has accumulated a wealth of knowledge to become one of the very best trust professionals in Bermuda. She brings her vast experience, unparalleled expertise and strong leadership to bear throughout our organisation and on behalf of our entire portfolio of trust and fiduciary relationships. In particular, she stays in steady contact with our clients to seize opportunities, mitigate risks, draft resolutions and complete mandatory filings. 

At Alliance Manchester Business School, Miss Parsons specialised in the study of trusts and estates management, earning a Bachelor of Science with Honours. she also gained designation as a trust and estate practitioner from the Society of Trust and Estate Practitioners (STEP), the profession’s global standards body.