We have a long history of successful transactions and partnerships with several of the world’s most respected financial institutions. We support private banks and other wealth managers who are looking to outsource or transfer trust administration services for their client base. And, because we have no competing interests, we can focus on exactly what you require.
It can make good commercial sense to transfer trust administration portfolios to a specialist provider for several reasons.
Positive client relations are essential when transferring trust services to a partner. Choosing appropriate partners and ensuring a smooth handover requires reflection, sensitivity and expertise. Some aspects to consider include:
Depending on your reasons for exiting or transferring trust administration services to a partner, there are several different routes you can take, offering different commercial advantages and disadvantages.
Our experienced team have dealt with all the scenarios outlined above and are able to provide a client-centric transition for institutional trust portfolios.
Over the last decade, Suntera Global has managed several major trust portfolio transfers from some of the world’s largest financial institutions, totalling hundreds of structures holding several billion dollars of assets.
We have over 250 specialised staff, speak 15 languages and are based in seven global jurisdictions. Our staff are supported by a robust technical and compliance infrastructure and offer a service that doesn’t compete with core wealth and investment management services.
“I have always been impressed with the level of direct assistance that I have been afforded by Suntera, particularly for the timely resolution of critical cases whenever the situation has arisen.”
We offer a range of bespoke international services for private clients and their families.
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