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Funds

Leverage our experience of establishing and administering alternative investment fund structures.
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Fund services

Fund administration

Fund accounting

AIFM services

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Company secretarial services (CoSec)

Fund directorship services

Investor services

Fund SPVs

Treasury services

ESG reporting

US Fund Services

CFO outsourcing

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Private equity

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Regulatory, Compliance & Legal

We help manage your regulatory, compliance and legal obligations, providing you with certainty and peace of mind.
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Compliance services

Anti money laundering (AML)

Compliance monitoring

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Regulatory health checks

Data protection & GDPR services

Financial crime

Board evaluation services

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Regulatory authorisation support

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Capital Markets

We provide proactive SPV administration, corporate trust and agency services, throughout the lifecycle of capital markets transactions.
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SPV services

SPV administration

SPV accounting, reporting & tax

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Trustee & agency services

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Captive solutions

Insurance linked securities (ILS)

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Corporate

We provide corporate and employee incentive services to thousands of clients around the world.
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Corporate services

Incorporation & establishment

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Accounting, tax & reporting

Directors & substance services

Company secretarial services (CoSec)

Voluntary liquidation services

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Fund governance services

AIM corporate governance

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Employee incentive services

Employee benefit trusts (EBT)

Employee share plan administration
Private Client

We help you protect, preserve, and plan for your wealth, now and in the future.
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Services offered throughout the wealth lifecycle
Trust services

Private foundation services

Private fund formation

Private company services

Accounting & regulatory reporting

Treasury Services

Private capital

Lifestyle & luxury assets

Succession planning

Philanthropic services

Contentious trusts & dispute resolution

Financial asset management
Our Focus
HNWI/UHNWI

Family office

Private Client Wealth Lifecycle

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Monica Hernandez

Sr. Director

United States of America

Languages: English

Monica Hernandez

Sr. Director

United States of America

Languages:

English

Get in touch with Monica Hernandez

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