2017 Private Client Forum Americas

Bermuda is a premier international financial centre with a sophisticated legal system, based on British Common Law, sensible supervision, recognized expertise and a robust infrastructure. There is a very active STEP branch and an effective legislative review. Bermuda is well suited to administering complex trust structures, private trust companies, Purpose Trust structures, Unit Trust structures for Fund Administration and other financial planning tools. Bermuda offers comprehensive commercial solutions to companies, and Private Clients.
Bermuda Business Development Agency (BDA) is an independent organisation partnering with the public and private sectors to enhance international business in Bermuda.

The British Virgin Islands is a leading finance centre internationally known for facilitating cross border transactions utilising its portfolio of compliant, transparent and regulated products and services. The jurisdiction has long been praised for its thorough, world-class approach to governance, and robust regulatory regime. Throughout the years, the BVI has emboldened and enhanced the quality of its financial services product, while also taking a wide interest in the activities of the local community, as well as the international sphere. Besides being world renown for our corporate vehicle - the BVI Business Company - and our corporate structures, the BVI continues to be innovative in presenting a complete solution for financial services allowing it to maintain its status of the jurisdiction of choice. PTCs and VISTA trusts have been widely attractive due to their apparent advantages. The continued innovation to these products continue to secure the appetite of wealth planners and position the BVI as the jurisdiction of choice offering a complete solution for HNWI and the UHNWI.


Intertrust - Leaders in fund, corporate, capital markets and private wealth services
Intertrust is a publicly-listed company with more than 60 years’ experience in providing world class trust and corporate services to clients across the world. Our reputation as a leader in trust, fund and corporate services is built on our quality service, global network, personal approach, reliability and responsiveness.
Whether you are a multinational, alternative investment fund, financial institution or business entrepreneur, you need to know that the administration of your company is in safe hands.
We have 2,400 specialists working from 41 offices in 30 countries, including the world’s most important financial centres. As a result, you get a world of local expertise working with you to meet your goals.

SANNE is a leading global provider of outsourced fund, corporate and private client administration and reporting services. Established for over 25 years and listed on the Main Market of the London Stock Exchange, SANNE employs more than 1000 people worldwide across two core services areas that focus on alternative assets and corporate & private client services. SANNE has scaled operations in 15 leading financial centres globally. These operations are located in the Americas, Europe, Africa and Asia-Pacific. As a business, SANNE administers structures that hold assets in excess of US$200 bn.
SANNE’s Private Client business division provides high quality administration, accounting and fiduciary services to its high quality client base, which includes ultra-high-net-worth individuals, family offices and entrepreneurs. SANNE’s Private client experts have specialisms in real estate, private equity and philanthropy and have built up extensive expertise in transaction-management across private client multi-assets and cross-jurisdictional investment portfolios, since its establishment in 1988.

Sponsorship Opportunities

For enquiries on sponsorship packages please call James Baldwin-Webb on tel. +44 (0)20 3868 7520 or email JBaldwin-Webb@alm.com