• Investment Management Services

    J&T Bank and Trust firmly believes in the value of independent, long-term advice based on a consistent and superior investment management track record. Through J&T Bank and Trust’s close association with some of the world’s leading asset managers, clients have exposure to advisors that are not traditionally available to individual investors.

    Once your investment profile and requirements have been assessed, J&T Bank and Trust will recommend the portfolio structure and asset mix that best addresses your long-term goals. Our database consists of over 1,000 independent money management firms which are continuously analyzed to generate ratings and opinions on nearly 400 portfolio management services. The evaluation process is structured to consider each manager’s history and potential.

    Through our global network of strategic alliances, we can provide a unique package of investment opportunities that will meet your wealth management needs, including income and prudent capital growth, for today and tomorrow.

  • Mutual Funds

    J&T Bank and Trust stands committed to offering you the finest offshore investment options through the J&T Mutual Funds. These funds present you with the opportunity to have your assets contracted with the world’s most successful and experienced investment managers. The result is an array of investment choices that allow you to explore numerous segments of the investment markets by assessing elite professionals in each specific field.

    For more information, please visit our dedicated mutual funds website at www.jtfunds.com.

  • Personal Planning Strategies

    Comprised of a team of seasoned professionals J&T Bank and Trust provides sophisticated planning for international families. J&T Bank and Trust executives have the experience and expertise to provide in-depth, internationally oriented Wealth Management structures in consultation with leading tax experts from around the world. Whether you are looking for relocation advice, assistance with estate and financial planning or wealth preservation strategies, the J&T Bank and Trust team is always ready to assist.

  • Trust Services

    An offshore trust is one of the most flexible estate planning and investment vehicles available. Trusts permit complete flexibility in the management, control and ultimate distribution of assets, preservation and protection of wealth, and enhanced confidentiality. Offshore trust structures may also alleviate succession duties, wealth taxes, future hostile claims, forced heirship, exchange controls and probate fees.

    J&T Bank and Trust (and its predecessor firm Bayshore Bank and Trust), has differentiated itself for over a decade providing comprehensive trust services customized to the individual needs of each client. Whether you wish to mitigate tax or protect your assets, J&T Bank and Trust executives will review your personal situation along with the applicable domestic and foreign rules and assist by establishing an appropriate structure and the necessary trustee and trust administration services.

    Typical Structures

    Trusts have played an integral role in wealth management for centries providing the mechanism for advanced estate planning structures such as:

    - Asset protection trusts that offer strong protection against creditor action
    - Estate freeze structures whereby growth in a family company can be held in a trust for future generations
    - Inbound structures that facilitate tax efficient asset growth of international holdings and distributions to onshore recipients
    - Purpose trusts, such as charitable trusts, used to fulfill a philanthrophic goal

    Trust Services in Barbados

    Barbados provides three types of trusts that offer unique solutions for our clients' estate and tax planning needs. Working intimately with our clients' tax advisors, J&T Bank and Trust creates customized, carefully executed and properly managed solutions using:

    - International Trusts are formed under the International Trust Act 1995 these trusts are non-domiciled for tax purposes and provide for Purpose Trusts which are established for the holding of shares or for commercial and international financing transactions.
    - Domestic Trusts are beneficial for residents of tax treaty countries seeking benefits under those treaties, the trust is only taxable on undistributed income. There is no tax on capital gains in Barbados.
    - Offshore Trusts are exempt from all Barbados taxes once certain criteria are met.