zedra is an independent...zedra is an independent global specialist in trust, corporate and fund...

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Page 1: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry
Page 2: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

ZEDRA is an independentglobal specialist in trust, corporate and fund services

Based in offices across key jurisdictions,our 300-strong team of industry experts is dedicated to creating and delivering bespoke solutions to clients.

The backbone of our business lies in the strong commitment and long track record of a highly experienced team, building trusted relationships and encouraging entrepreneurial spirit.

Page 3: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

We aim high.

We believe in doing more so that our clients can.

Page 4: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

ZEDRA enters themarket with a head start

Our vision is shaped by the past, present and future: a legacy of solid foundations, local knowledge and expertise; the boldness to take on today’s global challenges in an ever-evolving regulatory environment; and the fresh ambition to expand more.

Do More. Achieve More.

Page 5: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

| Result of a purchase by an independent group of investors with a significant combined wealth of industry experience and know-how

| Over 50 years of Barclays heritage including notable acquisitions: Bank of Nova Scotia’s trust business in 2004 and Walbrook in 2007

| As well as a highly experienced, multilingual team committed to taking up this new challenge, Barclays remains a key shareholder in the business

| Global reach in major international financial centres

| A loyal client base including high-net-worth individuals and their families, international corporations, institutional investors and entrepreneurs

Page 6: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

DO MORE.ACHIEVE MORE.

Page 7: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

DO MORE.ACHIEVE MORE.

Page 8: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

Our multijurisdictionalteam offers a full rangeof bespoke services

We are dedicated to meeting our clients’ needs and exploring every opportunity whilst maintaining the highest standards of corporate governance.

Page 9: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

Corporate Clients & Business Owners SolutionsWe provide formation, management and administration services for companies incorporated in various jurisdictions. We ensure that all aspects of the incorporation phase of your company are carefully observed and manage the organisation of complex corporate structures with companies in multiple jurisdictions through our international network of offices.

| Company Incorporation & Management services

| Tax Compliance

| Accounting & Bookkeeping services

| Trade and Treasury services

| Payroll & HR

| Suite of Office Facilities

| Transactional Special Purpose Vehicles (“SPVs”)

| Escrow services

| Compliance solutions

Family Wealth SolutionsWe provide international high-net-worth individuals, families, entrepreneurs and relevant advisors with guidance and specific solutions and strategies to achieve even the most complex and demanding of objectives.

| Trust & Foundation Services

| Structuring

| Estate Planning & Wealth Protection

| Re-domiciliation and Immigration

| Family Office

| Marine & Aviation

| Philanthropy

| Fiduciary Investment Services

Employer SolutionsOur multidisciplinary Employer Solutions teams are dedicated professionals who have extensive experience in the establishment and administration of a wide range of employee benefit and employee incentive arrangements to a broad range of companies and individuals worldwide.

| Employee Benefit and Share Ownership Trusts for listed and private companies

| Facilitation of Carry and Co-investment planning

| Security Trust Arrangements

| International Retirement plan arrangements

Alternative Fund Manager SolutionsOur highly skilled fund services team initiates and manages a multitude of fund schemes specialising in complex governance solutions with cross-border illiquid assets and tax mitigation plans, whatever the jurisdiction.

| Real Estate & Private Equity Funds

| Private Funds

| Securitisation

Page 10: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

Our offices

Cayman IslandsBrian TaylorManaging DirectorT: +1 345 949 7128E: [email protected]

GuernseyJulien SharpeManaging DirectorT: +44 1481 754500E: [email protected]

Hong KongJohn AshwoodManaging DirectorT: +852 6338 5113E: [email protected]

Isle of ManAlan PatrickManaging DirectorT: +44 1624 646800E: [email protected]

Netherlands*Ramon ZukettoExecutive DirectorT: + 31 20 577 35 30E: [email protected]

New ZealandAndrew DuncanT: +44 1534 824481E: [email protected]

For enquiries please [email protected]*transaction subject to regulatory approval

JerseyAshley CoxManaging DirectorT: +44 1534 873741E: [email protected]

SingaporeJames BatesAssociate DirectorT: +65 6908 6716E: [email protected]

SwitzerlandStuart McLuckieManaging DirectorT: +41 22 888 06 08E: [email protected]

United KingdomNiels NielsenGroup Chief Executive OfficerT: +44 20 3794 8690E: [email protected]

Page 11: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry
Page 12: ZEDRA is an independent...ZEDRA is an independent global specialist in trust, corporate and fund services Based in offices across key jurisdictions, our 300-strong team of industry

DO MORE.ACHIEVE MORE.

www.zedra.com

Zedra Trust Company (Jersey) Limited is registered in Jersey. Registered Number: 6056. Registered Office: 39-41 Broad Street, St. Helier, Jersey, JE4 8PU, Channel Islands. Zedra Trust Company (Jersey) Limited is regulated by the Jersey Financial Services Commission.

Zedra Fund Managers (Jersey) Limited is registered in Jersey. Registered Number: 93208. Registered Office: 39-41 Broad Street, St. Helier, Jersey JE4 8PU, Channel Islands. Zedra Fund Managers (Jersey) Limited is regulated by the Jersey Financial Services Commission.

Zedra Trustees (Jersey) Limited is registered in Jersey. Registered Number: 12781. Registered Office: 39-41 Broad Street, St. Helier, Jersey JE4 8PU, Channel Islands. Zedra Trustees (Jersey) Limited is regulated by the Jersey Financial Services Commission.

Zedra Trust Company (Guernsey) Limited is registered in Guernsey. Registered Number: 24531. Registered Office: Floor 2, Le Marchant House, Le Truchot, St. Peter Port, Guernsey, GY1 1GR, Channel Islands.

Zedra Trust Company (Guernsey) Limited is licensed by the Guernsey Financial Services Commission under The Regulation of Fiduciaries, Administration Businesses and Company Directors, etc. (Bailiwick of Guernsey) Law, 2000 as amended.

Zedra Fund Managers (Guernsey) Limited is registered in Guernsey. Registered Number: 33717. Registered Office: Floor 2, Le Marchant House, Le Truchot, St. Peter Port, Guernsey, GY1 1GR, Channel Islands. Zedra Fund Managers (Guernsey) Limited is licensed by the Guernsey Financial Services Commission under The Protection of Investors (Bailiwick of Guernsey) Law, 1987 as amended.

Zedra Trust Company (Isle of Man) Limited is registered in the Isle of Man and licensed by the Isle of Man Financial Services Authority. Registered Number: 012182V. Registered Office: 3rd Floor, Barclays House, Victoria Street, Douglas, Isle of Man, IM1 2LE.

Zedra Trustees (Isle of Man) Limited is registered in the Isle of Man and is licensed by the Isle of Man Financial Services Authority. Registered Number: 055260C. Registered Office: 3rd Floor, Barclays House, Victoria Street, Douglas, Isle of Man, IM1 2LE.

Zedra Trust Company (Cayman) Limited is incorporated in the Cayman Islands. Registered Number: 29978. Registered Office: FirstCaribbean House, 25 Main Street, George Town, Grand Cayman, Cayman Islands KY1-1106. Zedra Trust Company (Cayman) Limited is regulated by the Cayman Islands Monetary Authority and holds a Trust Licence under the Banks and Trust Companies Law (2013 Revision). Zedra Trust Company (Cayman) Limited is a regulated corporate service provider.

Zedra Trust Company (Singapore) Limited is incorporated in Singapore. Company Registration No. 200906350R. Zedra Trust Company (Singapore) Limited holds a trust business licence from the Monetary Authority of Singapore and provides trustee and trust administration services. Registered address: #50-51, Level 11, Marina Bay Financial Centre Tower One, 8 Marina Boulevard, Singapore 018981.

Zedra Trust Company (Suisse) SA is registered in Switzerland. Registered No. CH-660.0.033.986-5. Registered Office: Chemin de Grange-Canal 18-20, 1224 Chêne-Bougeries, Geneva, Switzerland.

Disclaimer: The contents of this document are made available for information purposes only. Nothing within this document should be relied upon as constituting legal or other professional advice. No ZEDRA companies, subsidiaries or affiliates accept any responsibility whatsoever for any loss occasioned to any person no matter howsoever caused or arising as a result, or in consequence, of action taken or refrained from in reliance on any of the contents of this document.

This document must be read in conjunction with our Regulatory/Legal Notices section at www.zedra.com.