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FIDUCIARY & ADMINISTRATION SERVICES

Corporate Administration

Employee Benefit Trusts

Fund Administration

Insurance Management

Listing Services

Management & Accounting

Private Client & Trust

Special Purpose Vehicles

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Fiduciary & Administration

Our fiduciary and administration group provides offshore company incorporation, management and administration services through our affiliated companies, all part of the Appleby Group. We serve many thousands of companies and private individuals from operations in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, the Seychelles and Hong Kong. Our London, Zurich and Bahrain offices also provide access to these offshore services. We have delivered creative and complete administrative solutions to our clients for over 25 years. The companies are independent and wholly owned by the partners, working closely with Appleby’s lawyers when a client's needs require counsel.

Our primary areas of service are:

  • Corporate Administration
  • Employee Benefit Trusts
  • Fund Administration
  • Insurance Management
  • Listing Services
  • Management & Accounting
  • Private Client & Trust
  • Special Purpose Vehicles

Our services are focused on the following:

  • Private Client
  • Corporate

The group consists of motivated individuals from disciplines including legal, administration, compliance, accountancy, chartered secretarial and banking. Clients gain an integrated solution across service areas, whether in a single location, or across multiple jurisdictions. As the structures we administer can often have a multi-jurisdictional footprint, we are accustomed to liaising with professional advisors from around the globe and in dealing with the communication complications that can arise in such circumstances.

Appleby’s jurisdictions have long histories of political, economic and social stability, as well as mature and respected legal systems. In addition, professional workforces and commitment to product and service innovation ensure that clients’ assets are in safe hands.

What sets us apart from our competitors is our commitment to the delivery of service excellence; this underpins all that we do. Whilst technical expertise is a given, we maximise the value and effectiveness of our client structures by offering a highly personal, client-focused and proactive service, and a fresh perspective. With no ties to any banks or investment houses, our team of professional specialists can select the best solution available. Our independence, combined with our commercial acumen, attention to detail and responsiveness, ensures we meet our clients’ needs on time, every time.

The trust companies are regulated by local authorities.

Confidentiality

Appleby fully understands and respects the need for strict confidentiality. Our clients can be assured their affairs will be treated discreetly and professionally at all times.