Suntera Global is an independent global provider of bespoke fund, corporate and private wealth services.

We are c.400 specialists who believe in balancing responsibility with ambition through the seamless delivery of a comprehensive range of administration and accounting services delivered from our offices in the Bahamas, Cayman Islands, Guernsey, Hong Kong, Isle of Man, Jersey, Luxembourg, Malta, Switzerland and the United States.

Our approach is personal and tailored and we aim to be more than just a service provider, we will be an extension to your business and a true partner ensuring you achieve your ambitions and goals.

We believe the world needs responsible businesses. Everyone benefits from good corporate practices and complexity shouldn’t be a barrier. We exist to help our clients manage the responsibilities and complexities that come with wealth, be that personal or corporate. Over more than four decades, we have built an international team with specialisms in the responsible management, governance, compliance, and accounting of various legal entities.
Building 40+ years established
Person c.400 specialists
Locations 9 office locations
Globe Jurisdictional agnostic approach
Services Corporate, Fund and Private Wealth services

   

Our values

Empowering: We empower our people and empower our clients.

Responsible: Our employees are responsible and accountable, we are responsible as a service provider and as a member of the communities in which we live and work.

Ambition: Our ambition drives us to be a truly differentiated service provider and our ambition is reflected in our passion, energy and commitment.

 

Our History

1980 - Company was formed

1980

Company was formed

1997 - Relocated to the Isle of Man

1997

Relocated to the Isle of Man

June 2007 - SMP Partners MBO from Fortis Intertrust (IOM)

June 2007

SMP Partners MBO from Fortis Intertrust in the Isle of Man

April 2010 - Acquired Amber Group of Companies in IOM

April 2010

Acquired Amber Group of Companies in the Isle of Man

June 2010 - Opened our Hong Kong office

June 2010

Opened our Hong Kong office

December 2011 - Acquired Book of Entities from Julius Baer

December 2011

Acquired Book of Entities from Julius Baer

March 2012 - Opened our Switzerland office

March 2012

Opened our Switzerland office

August 2012 - Acquired Kenforth Life Insurance in Bahamas

August 2012

Acquired Kenforth Life Insurance in the Bahamas

February 2013 - Acquired Book of Entities to assist Bank Julius Baer with acquisition of Assets from Merrill Lynch

February 2013

Acquired Book of Entities to assist Bank Julius Baer with acquisition of Assets from Merrill Lynch

June 2013 - Acquired Chamberlain Fund Services in IOM

June 2013

Acquired Chamberlain Fund Services in the Isle of Man

2014 - Opened our Malta office

2014

Opened our Malta office

Dragonfly - Godwin Angeline Benjo, Unsplash web

October 2015

Acquired Merrill Lynch Corporate & Trust Entities

November 2016 - Opened our Bahamas office

November 2016

Opened our Bahamas office

November 2016 - Acquired RBC Trust & Fund Administration Business in Bahamas

November 2016

Acquired RBC Trust & Fund Administration Business in the Bahamas

January 2017 - Opened our Jersey office

January 2017

Opened our Jersey office

May 2017 - Opened our Cayman Islands office

May 2017

Opened our Cayman Islands office

May 2017 - Acquired RBC Trust, Fund Administration & Custodian Business in Barbados & Cayman

May 2017

Acquired RBC Trust, Fund Administration & Custodian Business in Barbados and Cayman

October 2017 - Acquired Book & Staff from Cayman National Trust Co.

October 2017

Acquired Book and Staff from Cayman National Trust Co.

May 2018 - Acquired Capital International Fund Managers in IOM

May 2018

Acquired Capital International Fund Managers in the Isle of Man

November 2018 - Acquired Solaris Corporate Services in Cayman

November 2018

Acquired Solaris Corporate Services in the Cayman Islands

June 2019 - SMP Partners MBO backed by Palatine Private Equity

June 2019

SMP Partners MBO backed by Palatine Private Equity

July 2019 - Acquired Middleton Katz in IOM

July 2019

Acquired Middleton Katz in IOM

August 2019 - Acquired Helm Trust Company in Jersey

August 2019

Acquired Helm Trust Company in Jersey

August 2020 - Acquired RBC Corporate Services in Hong Kong

August 2020

Acquired RBC Corporate Services in Hong Kong

September 2020 - Rebranded to Suntera Global

September 2020

Rebranded to Suntera Global

Luxembourg

August 2021

Acquired Reference Financial Services S.A in Luxembourg (subject to regulatory approvals)

September 2021 - Acquired NeoTrust Fiduciary S.AR.L. in Luxembourg

September 2021

Acquired NeoTrust Fiduciary S.AR.L. in Luxembourg

April 2022 - Acquired Socium Fund Services

April 2022

Acquired Socium Fund Services in the United States

April 2022 - Acquired Nedgroup Trust Limited

April 2022

Acquired Nedgroup Trust Limited in the Channel Islands

 

 

 

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