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CLIENT DRIVEN

FUTURE FOCUSED

We help clients across the thriving economies of the Americas get where they need to go to, with our compelling combination of passionate people-led service and investment in technology delivering first-rate, independent corporate, fiduciary, and fund services.

Funds

We support US and Latin American fund managers through our specialist fund services hubs in the USA and the Cayman Islands, offering integrated onshore and offshore capability, local language relationship management teams and coverage of a wide range of fund domiciles.

Private Clients

We work with high net worth families, family offices and professional advisors in the USA and Latin America to protect generational wealth amid political and economic uncertainty, ensuring a seamless transfer to the next generation.

Corporate Clients

We support global, regional and domestic business operating across the USA, the Caribbean and Latin America with a range of services that help them grow and run their operations in compliance with local regulations.

 

Marine

We assist clients with vessel registration, ownership and operational support services through key hubs across the Americas and the Caribbean, providing coverage of key shipping registries such as the BVI, Cayman Islands, Marshall Islands and Panama.

Help and Support Where You Need It

We have a deep understanding of the markets in which we operate, having opened our first offices in the USA and the Caribbean in 1984, with a track-record of supporting clients from Latin America since the late 1980s.

Market Knowledge

Our long-standing presence in the Americas, with over half of our offices in the region opening in the 1980s and 1990s, means that we understand the culture and requirements of clients across a highly diverse range of markets.  We put down deep roots where we operate, developing stable and accomplished teams that can offer our clients the benefits of their experience and continuity of relationship and service.

Specialist Expertise

Whether onshore US trusts, complex crypto fund accounting or corporate asset holding structures across the Caribbean, our team has significant practical experience and expertise. Most of our fiduciary and fund services staff either possess or are studying for a professional qualification, whether it be in the field of accounting, law, trusts or governance. We perform all our services in-house to maintain strict quality control. 

Tailored Service

Provision of  personalized, top class client service is at the core of our identity and underpins our ability to build long-lasting relationships. We operate dedicated Spanish and Portuguese speaking liaison teams in Brazil, Uruguay, Panama and Atlanta, USA.  Our services for North American clients are delivered out of hubs in South Dakota and Atlanta, with additional key market teams in Houston, Miami and Vancouver.

Deep Resources

With a multicultural team of over 400 staff speaking more than 15 languages in 14 locations across the region, we are well placed to give our clients the support where they need it.  Whether providing support in one or multiple locations, our team offers a fully integrated service across the region and also coordinates any required services delivered across our global footprint of over 30 offices.

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An Award Winning Team

Alternative asset fund managers across the Americas trust us to support their business, because every single one of our clients receives the utmost commitment and dedication from our people. Over the last decade we have won 25 awards for our fund services.

We have been ranked as a leading trust company in multiple jurisdictions by the respected Chambers & Partners High Net Worth Guide every year since its inception, including in the BVI and South Dakota.

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