|
|
|
550 specialists |
40 years of responsible growth | Regulated in 9 jurisdictions globally |
|
|
|
Committed to ESG | US$125bn AuA | Outstanding client service |
Empowering: We empower our people and empower our clients.
Responsible: Our employees are responsible and accountable, we are responsible as a service provider and as a member of the communities in which we live and work.
Ambition: Our ambition drives us to be a truly differentiated service provider and our ambition is reflected in our passion, energy and commitment.
Company was formed
Relocated to the Isle of Man
SMP Partners MBO from Fortis Intertrust in the Isle of Man
Acquired Amber Group of Companies in the Isle of Man
Opened our Hong Kong office
Acquired Book of Entities from Julius Baer
Opened our Switzerland office
Acquired Kenforth Life Insurance in the Bahamas
Acquired Book of Entities to assist Bank Julius Baer with acquisition of Assets from Merrill Lynch
Acquired Chamberlain Fund Services in the Isle of Man
Opened our Malta office
Acquired Merrill Lynch Corporate & Trust Entities
Opened our Bahamas office
Acquired RBC Trust & Fund Administration Business in the Bahamas
Opened our Jersey office
Opened our Cayman Islands office
Acquired RBC Trust, Fund Administration & Custodian Business in Barbados and Cayman
Acquired Book and Staff from Cayman National Trust Co.
Acquired Capital International Fund Managers in the Isle of Man
Acquired Solaris Corporate Services in the Cayman Islands
SMP Partners MBO backed by Palatine Private Equity
Acquired Middleton Katz in IOM
Acquired Helm Trust Company in Jersey
Acquired RBC Corporate Services in Hong Kong
Rebranded to Suntera Global
Acquired NeoTrust Fiduciary S.AR.L. in Luxembourg
Acquired Socium Fund Services in the United States
Acquired Nedgroup Trust Limited in the Channel Islands
Opened our UK office in London
Acquired Carey in Guernsey