We align our expertise to deliver a bespoke, personal and proactive service.

Our specialist team provide assistance on all aspects of fund formation including reviewing documentation, submitting regulatory applications and ensuring that your new fund is set up to run in a smooth and efficient manner.

We also help our clients to find the right professionals to work with through the formation phase of their venture including non-executive directors, legal counsel, auditors, registrars, brokers and placement agents.

We aim to work as part of your team, focussed on delivering the highest quality fund administration service.

Our services include:

  • Assisting with finding the appropriate experienced non-executive directors
  • Advice on counsel and auditors
  • Liaising with client’s lead counsel, brokers and placement agents
  • Company incorporation and limited partnerships
  • Banking support and assistance in the selection and appointment of brokers and custodians
  • Review fund documentation, including the private placement or offering memorandum
  • Develop workflow processes that improve fund administration efficiency
  • Focus on the regulatory applications to ensure due diligence and preparatory work are completed efficiently
  • Investor due diligence in compliance with AML/CFT regulatory requirements


This service is available in the following locations:



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