Hub and (Be)spoke

Helping a wealth manager reduce its administrative burden by creating a structure to allow its clients’ funds to be invested in an efficient fashion through a Guernsey Protected Cell Company.

OUR CLIENT

A regional UK wealth management firm with a reputation for commercial advice and excellent customer service.

THE BRIEF

The diverse nature of the onshore and offshore funds held by our client’s growing customer base was adding an enormous administrative burden (and associated costs) to simple execution services. Our client needed a solution that would improve efficiency, without increasing costs.

HOW WE HELPED

After consulting with our client and weighing various options, we concluded that a Guernsey Protected Cell Company (PCC) would be the ideal solution. We established the PCC to assist with the transfer of the holdings into the new structure.

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