Hero

Fund formation

We align our expertise to deliver a bespoke, personal and proactive service.

Our specialist team provide assistance on all aspects of fund formation including reviewing documentation, submitting regulatory applications and ensuring that your new fund is set up to run in a smooth and efficient manner.

We also help our clients to find the right professionals to work with through the formation phase of their venture including non-executive directors, legal counsel, auditors, registrars, brokers and placement agents.

We aim to work as part of your team, focussed on delivering the highest quality fund administration service.

Our services include:

  • Assisting with finding the appropriate experienced non-executive directors
  • Advice on counsel and auditors
  • Liaising with client’s lead counsel, brokers and placement agents
  • Company incorporation and limited partnerships
  • Banking support and assistance in the selection and appointment of brokers and custodians
  • Review fund documentation, including the private placement or offering memorandum
  • Develop workflow processes that improve fund administration efficiency
  • Focus on the regulatory applications to ensure due diligence and preparatory work are completed efficiently
  • Investor due diligence in compliance with AML/CFT regulatory requirements

Jurisdictions

This service is available in the following locations:

Team

Louise Manklow

Client Director
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Mel Torode

Operations Director
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Neil Cain

Director
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Serena Tremlett

Managing Director
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Alan Tremlett

Compliance Officer and MLRO
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Cherry Guilbert

Company Secretary
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Kerri Legg

Finance Manager
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Matt Patch

Manager
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Melanie Pugh

Manager | Investor Services
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Nikki Scott

Manager
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News

Keep up-to-date with the latest news, views and developments
from our teams across the Estera group.

27 June 2017

Estera, a leading provider of offshore fiduciary and administration services, announces the appointment of Brad Stephenson to its Cayman Islands office as team manager in the company’s fund services business. In his new role, Brad oversees Estera Cayman’s fund offering, including fund directorships and related fiduciary services to Cayman corporate structures.

05 June 2017

Leading global fiduciary and administration provider, Estera, has acquired the Heritage Financial Services Group (HFSG), an independent business providing third party fund administration, depositary, trust and corporate services in Guernsey, the UK and Malta.

28 April 2017

Estera, a leading provider of global fiduciary and administration services, is pleased to confirm the successful completion of its acquisition of Guernsey-based Morgan Sharpe Administration Limited (“Morgan Sharpe”) following receipt of regulatory approval. The deal completed on Friday 28 April and will see Morgan Sharpe, rebranded under the Estera name to become Estera Administration (Guernsey) Limited.