Sitting at the heart of international business, our local knowledge and innovative technology combine to deliver a compelling proposition. You’ll need a partner who understands the steps required and can help you navigate the complexity of ever-changing rules and regulations. With our support you can focus on your core business activities, knowing you are in safe hands.
We provide trustee services and plan administration & accounting services to share plans, pension plans, deferred compensation plans and carried interest plans. They are bespoke, flexible, and scalable to meet your needs.
We focus on the technical administration, governance, and delivery of your plan. We have flexible, market-leading systems, so whatever the size of your business, wherever the jurisdiction and however complex the structure required, we deliver, allowing you to concentrate on your core business.
We take care of the entire process, from taking the advisor’s brief to helping to design the plan and then implementing, project managing and reporting on it.
Our team of experts is experienced in managing a wide variety of carried interest and other deferral plans. We use market-leading technology to ensure your carried interest plan is visible and easy for you and company coordinators to use. With our support, you can be confident that your data is secure and your documentation is easy to access and manage. What is more, we’ll help ensure your carry recipients have excellent visibility of the wealth they are cultivating at your firm.
Managing the complex reward scheme requirements of a growing firm can quickly become unwieldy for in-house functions. Co-ordinators are expected to manage these highly sensitive schemes on top of other duties. They need to ensure that data is accessible and accurate for a constantly evolving workforce while staying compliant with ever-changing regulatory and reporting requirements. We’re experts in providing trustee and administration services for deferred compensation plans. Our team is highly experienced in managing complex and high-value plans in this heavily regulated environment.