PRIMARY SERVICES
01
Equity Finance Platform
We utilize the largest equity and fixed income custodians in the world to support the strength and security of our Equity Finance Platform. Our platform extends financing flexibility to listed equity positions. By structuring facilities that reflect market dynamics, liquidity can be accessed while maintaining investment integrity. This approach enables clients to optimize leverage, manage near-term obligations, and enhance portfolio efficiency—all within carefully defined risk parameters.
- Facilities designed around publicly listed held shares
- Flexible structures to manage liquidity and optimize leverage
- Risk management frameworks that protect capital while enhancing agility
02
Securities & Fund Financing
Facilities are structured against a broad range of investment fund holdings—hedge funds, private equity, and real estate vehicles among them. By combining disciplined underwriting with conservative leverage, liquidity can be accessed without disturbing long-term strategies.
These solutions are designed to account for the complexities inherent in fund investments, allowing clients to respond to opportunities or manage obligations while keeping their portfolio intact.
- Credit available across hedge, private equity, and alternative structures
- Terms aligned to investment horizons and cash-flow needs
- Liquidity access that preserves portfolio exposure
03
Custody & Administration
Safekeeping and administration are handled within a framework that emphasizes transparency and control. Portfolios spanning multiple jurisdictions and asset classes are consolidated, providing clarity where complexity might otherwise obscure.
Our Clients benefit from a single point of oversight, ensuring assets remain secure and governance standards are maintained across generations.
- Custody for diverse financial and non-traditional assets
- Consolidated reporting with administrative coordination
- Tailored support for family offices, entrepreneurs, and institutions
04
Private Company / Shareholder Liquidity
For founders and principal shareholders, privately held equity often represents both the largest asset and the most illiquid. Credit facilities can be designed to support diversification, succession planning, or new investments—all while maintaining continuity of ownership.
The structuring process emphasizes discretion and efficiency, addressing governance requirements and aligning with long-term shareholder objectives.
- Financing secured by equity in private companies
- Supports estate, tax, and succession planning initiatives
- Liquidity structures that protect long-term ownership
Additional Services
Our practice is reinforced by professionals who provide disciplined support across all aspects of private banking and administration.
Trust & Corporate Services
Formation and administration of trusts, companies, and other entities structured to support long-term estate planning, cross-border investment, and governance objectives.
Fund Services
Administrative support for investment funds and managers, including reporting, investor services, and coordination of back-office functions across jurisdictions.
Client Relations
A dedicated relationship team providing personalized onboarding, responsive servicing, and ongoing communication to ensure seamless client experience.
Compliance & KYC Oversight
Comprehensive AML/KYC frameworks built to meet Bahamian regulatory standards, reinforcing transparency and safeguarding the integrity of every client relationship.