Suntera Global is an independent global provider of bespoke fund, corporate and private wealth services.

We are 550 specialists who believe in balancing responsibility with ambition through the seamless delivery of a comprehensive range of administration and accounting services delivered from our offices in the Bahamas, Cayman Islands, Guernsey, Hong Kong, Isle of Man, Jersey, Luxembourg, United Kingdom and the United States.

Our approach is personal and tailored and we aim to be more than just a service provider, we will be an extension to your business and a true partner ensuring you achieve your ambitions and goals.

We believe the world needs responsible businesses. Everyone benefits from good corporate practices and complexity shouldn’t be a barrier. We exist to help our clients manage the responsibilities and complexities that come with wealth, be that personal or corporate. Over more than four decades, we have built an international team with specialisms in the responsible management, governance, compliance, and accounting of various legal entities.
 
 
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550 specialists

40 years of responsible growth Regulated in 9 jurisdictions globally
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Committed to ESG US$125bn AuA Outstanding client service

 

   

Our values

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.

 

Our History

Private Wealth 1

1980

Company was formed

1997 - Relocated to the Isle of Man

1997

Relocated to the Isle of Man

Global 2

June 2007

SMP Partners MBO from Fortis Intertrust in the Isle of Man

Corporate 3

April 2010

Acquired Amber Group of Companies in the Isle of Man

June 2010 - Opened our Hong Kong office

June 2010

Opened our Hong Kong office

Private Wealth 2

December 2011

Acquired Book of Entities from Julius Baer

March 2012 - Opened our Switzerland office

March 2012

Opened our Switzerland office

Private Wealth 3

August 2012

Acquired Kenforth Life Insurance in the Bahamas

Private Wealth 4

February 2013

Acquired Book of Entities to assist Bank Julius Baer with acquisition of Assets from Merrill Lynch

Funds 1

June 2013

Acquired Chamberlain Fund Services in the Isle of Man

2014 - Opened our Malta office

2014

Opened our Malta office

Private Wealth 5

October 2015

Acquired Merrill Lynch Corporate & Trust Entities

November 2016 - Opened our Bahamas office

November 2016

Opened our Bahamas office

Private Wealth 6

November 2016

Acquired RBC Trust & Fund Administration Business in the Bahamas

January 2017 - Opened our Jersey office

January 2017

Opened our Jersey office

May 2017 - Opened our Cayman Islands office

May 2017

Opened our Cayman Islands office

Private Wealth 1

May 2017

Acquired RBC Trust, Fund Administration & Custodian Business in Barbados and Cayman

Private Wealth 2

October 2017

Acquired Book and Staff from Cayman National Trust Co.

Funds Overview - Owl (Funds 2)

May 2018

Acquired Capital International Fund Managers in the Isle of Man

Corporate 5

November 2018

Acquired Solaris Corporate Services in the Cayman Islands

Global 6

June 2019

SMP Partners MBO backed by Palatine Private Equity

Global 3

July 2019

Acquired Middleton Katz in IOM

Private Wealth 3

August 2019

Acquired Helm Trust Company in Jersey

August 2020 - Acquired RBC Corporate Services in Hong Kong

August 2020

Acquired RBC Corporate Services in Hong Kong

Global 1

September 2020

Rebranded to Suntera Global

Funds 3

September 2021

Acquired NeoTrust Fiduciary S.AR.L. in Luxembourg

Funds 4

April 2022

Acquired Socium Fund Services in the United States

Private Wealth 4

April 2022

Acquired Nedgroup Trust Limited in the Channel Islands

United Kingdom - Box module v3

June 2023

Opened our UK office in London

Global 6

August 2023

Acquired Carey in Guernsey

 

Learn more

Environmental, Social and Governance

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Jurisdictions

View our offices