The Excelsior Group is based in Bahamas, Mauritius and United Kingdom with administration

offices in Philippines and Thailand.

The Excelsior Group ensures the highest quality of service and compliance, thus safeguarding

the interest of its business partners and clients. We achieve this through our dedicated and

competent staff and management team. The Excelsior group is able to offer a full range of ser-

vices such as: asset management, investment planning & advice, estate succession planning,

company formation, trusts and administration services.

The name Phoenix was conceived after the eruption of Mount Pinatubo in the Philippines and

the Phoenix Investment Management Group Limited was formed on the 23rd of April 1999 in the

British Virgin Islands, but reregistered in the Bahamas one year later under the shorter name of

Phoenix Investment Consulting Limited in order to reflect the description of the services more

clearly.

On the 1st July 2001 Phoenix Investment Consulting Limited acquired Tiger Pacific

Management Limited. In 2005, Phoenix Consultants Limited was formed in order to reflect the

continued growth of the company and to define the more complete range of services offered to

our clients. Phoenix Consultants Limited is now wholly owned by the Chief Executive Officer Mr.

Ken Golby.

The Excelsior Group was established on 24th September 2008 to provide exclusive legal and

structured financial solutions for innovative businesses. Excelsior’s focus is on designing top

class innovative solutions to attain the goals and aspirations of our business partners.

Excelsior Asset Management Limited is duly licensed and regulated by the Mauritius Financial

Services Commission (www.fscmauritius.org).

Excelsior Legal & Estate Services (UK) Limited is duly licensed and regulated by the Society of

Will Writers in the United Kingdom (www.willwriters.com).

Ken Golby has over 30 years of experience in the financial services industry. He has

spent 10 years in the onshore UK industry and over 20 years in the offshore industry and

is a member of The Institute of Supervisory Management. In 1982 he started his career

working for Merchant Investors in London and moved up from consultant to Managing

Director of a national independent brokerage linked to an accountancy practice.

10 very successful years later an offer was made to represent a company in Dubai,

UAE known as Finexco International Limited, a truly international brokerage working in

over 30 countries and after spending 7 successful years developing the Middle East in

1999 he was a founder member of Phoenix International Management Group Limited

registered in British Virgin Islands. One year later the company was transferred to the

Bahamas and called Phoenix Investment Consulting and as Managing Director the

company was grown to cover the Far East, Middle East and South America. In 2005 he

became Chief Executive Officer and sole owner of Phoenix Consultants Limited, which

trades today in Africa, Europe, Far East, Latin America, Middle East and South East Asia.

In 2008 he gained the qualification CII Award from the Chartered Insurance Institute,

in 2009 he passed the required examination module with The Institute of Banking &

Finance in Singapore, also in 2009 gained the qualifying module with the Singapore

College of Insurance and in 2011 became a member of the Society of Will Writers in the

United Kingdom.

Ken Golby

Chief Executive Officer

Chronological profile Summary:

1992: After 10 years in financial services in United Kingdom, moved to Middle East, based

in Dubai with Finexco International Limited

1999: Formed Phoenix Consultants Limited as Managing Director trading in; Europe,

Africa, Latin America, Middle East, South East Asia and Far East.

2005: Became CEO of Phoenix Consultants Limited after acquiring 100% of the shares.

2007: Formed Excelsior Worldwide Limited to offer bespoke international services.

2010: Formed Excelsior Legal & Estate Services (UK) Limited to provide Wills, succession

and estate planning services

2011: Formed Excelsior Asset Management Limited to provide fund management services

2012: Became CEO of the Excelsior Group with offices in Bahamas, Mauritius, Philippines,

Thailand and United Kingdom.

2015: The Excelsior Group and Phoenix Consultants Ltd now offers a range of offshore

products for distribution by business partners.

2016: Formed Excelsior Entrust Company Limited to provide trusts to circumvent probate

and trust products

Excelsior Worldwide Limited

Based in the Bahamas to assimilate the development and marketing of our group of com-

panies. The first company in the group is Excelsior Worldwide Limited and was formed in

2007 to offer bespoke international services. This has been expanded to offer a far more

comprehensive range of services. Our main services are detailed below:

International wills, estate planning and succession planning for international employees,

businessman and high net worth clients.

The management and structuring of private funds for private equity, family offices and

joint ventures

The provision of financial products and support

services for professional advisors.

Technology solutions and business administration

support.

Please surf all the pages on our website and contact us at any time.

Excelsior Legal & Estate Services (UK) Limited

Based in the United Kingdom to provide bespoke estate planning services for our

clients overseas. We provide services for all nationalities and religious denomina-

tions (e.g. Shariah Compliant) for assets worldwide through our network of offices

and business partners. The company was formed in 2010 and has grown through

offices located in Bahamas, Mauritius, Philippines, Thailand and United Kingdom

supported by our international multi-national technical administration team.

Please surf all the pages on our website and

contact us at any time.

Phoenix Consultants Limited

The name Phoenix was conceived after the eruption of Mount Pinatubo in

the Philippines at the start of 1990’s and one of the original partners in

the fledgling business built a hotel out of the ashes called Phoenix Hotel,

which opened in 1994 and continues to oper-

ate very successfully now with 43 rooms.

This is where the initial name was born,

Phoenix Investment Management Group Lim-

ited, which was formed on the 23rd of April

1999 in the British Virgin Islands, but re-

registered in the Bahamas one year later un-

der the shorter name of Phoenix Investment

Consulting Limited.

On the 1st July 2001 Phoenix Investment Consulting Limited acquired

Tiger Pacific Management (Taiwan) Limited and in 2005, Phoenix Consult-

ants Limited, also in the Bahamas, was formed due to the retirement of

the outgoing partner resulting in Phoenix Consultants Limited now being

wholly owned by the Chief Executive Officer Mr. Ken Golby.

After a further 10 years of offering a complete range of services to our cli-

ents the board resolved a change in company policy and Phoenix Consult-

ants Limited now offers a more comprehensive range of financial products

and services to international financial advisors and other related profes-

sional businesses with support from the Excelsior Group of Companies,

which is also wholly owned by Mr Ken Golby.

Please surf all the pages on our website and contact us at any time.

Excelsior Entrust Company Limited

Wherever you are based in the world, you can use a trust to help pass on your wealth to

your loved ones after your death. If you own

immovable assets abroad such as property, then a

Trust specific to the country in which the assets

are situated is far less complicated and very

beneficial.

Excelsior Entrust Company Limited offers

personal and bespoke services for clients

worldwide to protect themselves and their loved

ones’ assets. We help ease the burden of dealing

with the financial complexities left after a bereavement through effective preparation of

trusts.

Excelsior Asset Management Limited

The management of this company is based in Mauritius, Thailand and United Kingdom

to provide fund design for private equity projects, family offices, joint ventures and key

market requirements. Fund Management of varying degrees depending on the require-

ments of our clients and our business partners working in conjunction with our fund

management department with availability of funds in

Cayman Islands, Gibraltar, Malta and Mauritius.

The company was formed in 2011 and has grown to

manage assets of just over $44 million.

Please surf all the pages on our website and con-

tact us at any time.

Excelsior Worldwide Limited

Stilus Lovem Ipsum Dolor

Bahamas

Marketing of Group Services

Excelsior Asset Management Limited

Alperios Prosperitas

Mauritius

Fund Design and Fund Management

Excelsior Legal & Estate Services (UK) Limited

Uberrimae fidae

United Kingdom

Worldwide Estate Planning

Phoenix Consultants Limited

Professio par Prosperitas

Bahamas

Financial Products and Services for Network Agents

Excelsior Entrust Company Limited

Tuta Custodia Tuum

British Virgin Islands

Trusts and Trust Products