MEMBERS DIRECTORY

Our dedicated team supports clients with the establishment and ongoing management of successful private funds. The Island’s exempt scheme is a flexible, and cost-efficient option for small groups of connected parties, often referred to as a “Friends & Family” arrangement. With quick setup, broad investment scope, favourable tax treatment, and light regulation, it is used for holding diverse assets. Originally part of Coopers & Lybrand, which later became PricewaterhouseCoopers, Abacus has a 40-year history of providing technical expertise and outstanding customer service. AFSL was formed in 1994 to complement its trust and corporate services offer. Abacus’ dedicated team supports clients with the establishment and ongoing management of successful private funds.

Apex Fund Services Ltd was incorporated in Bermuda in June 2003 and is now one the world’s largest truly independent full-service fund administrator. Apex now services clients through 85+ offices globally with over 10,000 staff and a Circa of $2.75 trn. Apex Fund Services (IOM) Ltd. is a subsidiary of Apex Fund Services Ltd and has been incorporated since 2008. Apex IOM has built on the success of the Apex Group through the provision of world class systems and bespoke personal service to private equity and hedge fund administration from their very experience team. The Isle of Man offers a low cost environment and a flexible suite of products that should prove attractive to Asset Managers as they seek alternative jurisdictions for their products. Apex (IOM) believes it is perfectly placed to capitalize on these factors and expand its business. Apex Fund Services (IOM) Ltd is licensed by the Isle of Man Financial Services Authority.

Appleby is one of the world’s leading international law firms. Appleby is a full service law firm providing comprehensive, expert advice and services across Corporate, Dispute Resolution, Property, Regulatory and Private Client and Trusts practice areas. The Group has offices in ten highly regarded, well-regulated global locations, operating in nine and practicing the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai. Appleby’s global presence enables the firm to provide comprehensive, multi-jurisdictional legal advice at the times most beneficial to our clients. Appleby’s Isle of Man office, Appleby (Isle of Man) LLC, is one of the longest established legal practices in the island, with 11 partners and over 60 staff. Our lawyers are consistently ranked in the top tier of legal directories for our corporate and dispute resolution advice. Lawyers in our Isle of Man office advise clients in relation to Isle of Man and British Virgin Islands law. Appleby work with their clients to achieve practical solutions, whether from a single location, or across multiple jurisdictions. The firm is regularly recognised for its professionalism, integrity and excellence.   Brochure Appleby Brochure

About us: Boston’s heritage is unique and stems from a single-family office which was originally formed to look after three generations of the founding family, including everything from asset allocation and next generation education through to managing various estates and venture capital interests. Based on demand from intermediaries and other wealthy families, Boston grew into a commercial multi-family office providing boutique administration services from offices in the Isle of Man, Jersey and Malta. Whilst no longer owned by the founding family our private ownership heritage, mixed with a cautious service diversification strategy, ensures that we are independent, impartial in our advice, and agile in responding to client needs. Our heritage has always been to offer a high level of professional service and form deep relationships with our clients, who are typically high net worth individuals, international entrepreneurs and family offices. What we do: Boston Sponsor Services Limited was established in 2017 and was the first Isle of Man Listing Member of The International Stock Exchange (TISE). It remains the only Isle of Man approved Sponsor across all the categories which includes listing for trading entities, equity, debt and investment vehicles.

Canaccord Genuity Wealth (International) Limited is a leading investment manager and stockbroker with an absolute focus on preserving and growing clients’ wealth through excellence, every day. Our range of sophisticated investment services including financial planning, portfolio management, stockbroking and investment funds, are tailored to suit clients’ individual needs and requirements.

An award-winning financial services group headquartered in the Isle of Man, Capital International has been in business since 1996 and has approximately US$5bn in assets under administration. With offices in the Isle of Man, Cape Town, Johannesburg and Jersey, Capital International serves a global client base of financial intermediaries, businesses and private clients. Capital International’s services include: Investment Platform: A state of the art, open architecture trading platform giving clients access to an almost unlimited world of investment opportunities. Asset Management: Risk-rated discretionary investment management solutions adapted to suit clients’ individual requirements. Bank: A digital banking service boasting pragmatic decision-making, efficient onboarding and transparent fee structures. Capital International Bank has been designed to meet the needs of local and international corporates, trusts and high net worth individuals. Learn more about Capital International by visiting our website. Regulated investment and banking activities are undertaken by Capital International Group Limited’s licensed subsidiary companies. Capital International Limited, Capital Financial Markets Limited, and Capital International Bank Limited, are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. Capital International, Capital International Asset Management, and Capital International Investment Platform are trading names of Capital International Limited. Capital International is a trading name of Capital Financial Markets Limited. Capital International Bank Limited is a wholly owned subsidiary of Capital International Group Limited (www.capital-iom.com), a privately owned financial services group based in the Isle of Man and operates as a non-retail, restricted deposit taker under a Class 1 (2) licence. Deposits are not covered by the Isle of Man Depositors’ Compensation Scheme and terms and conditions apply. Capital International Bank and Capital International are trading names of Capital International Bank Limited. Capital International Bank Limited is also licensed by the South African Reserve Bank Prudential Authority to conduct the business of a Representative Office in South Africa. CILSA Investments (Pty) Ltd (FSP No. 44894) trading as Capital International SA, is authorised by the Financial Sector Conduct Authority in South Africa. Capital International (Jersey) Limited is regulated by the Jersey Financial Services Commission. Capital International and Capital International Asset Management are trading names of Capital International (Jersey) Limited. Capital International (Jersey) Limited (FSP No. 51164) is authorised by the Financial Sector Conduct Authority in South Africa.

Deloitte delivers audit & assurance, financial & risk advisory, consulting, and tax services to many leading businesses in the Isle of Man and beyond, keeping clients connected to a global network of professional expertise. Deloitte’s deep Investment Management industry experience, spanning asset managers, broker-dealers, and other financial institutions, provides fresh perspectives on building a more sustainable, digital, and trustworthy financial network. We offer specialised knowledge and insights into operational, technological, and regulatory challenges, helping clients in private equity, hedge funds, and mutual funds navigate complexities and seize opportunities through an integrated approach combining insight and innovation across multiple disciplines.

DQ Advocates is a leading Isle of Man based law firm with an international reach, offering a full range of legal, regulatory and tax services to a local and global client base. We are accessible, responsive and commercial with client-oriented strategies and goals. Our specialist lawyers are recommended by industry leaders in reputable guides including, Chambers and Partners and the Legal 500. Our thriving and dynamic practice has seen phenomenal growth in recent years and is capitalising on a simple formula – for which we have been recognised by Chambers Global – to provide a quality of service that cannot be exceeded in the Isle of Man, as efficiently as possible. Our Directors serve on various governmental and private sector steering groups, tribunals and committees. DQ is also the sole Isle of Man member of TAGLaw, an international alliance of high-quality, independent law firms. TAGLaw is ranked as an ‘Elite’ network by Chambers Global, the highest ranking awarded to legal networks. Our Services Our services fall into the below key practice areas: Corporate & Commercial Dispute Resolution Regulatory & Compliance Services Private Client, Trusts & Pensions Tax

Edgewater Associates is part of Manx Financial Group plc, providing a wide range of financial services to the Isle of Man market for over 75 years. As a result of this connection, our clients benefit from financial security, corporate strength and extensive market expertise.

Established in 1978, Equiom Isle of Man has evolved from a team of 80 to almost 200 comprising client services professionals specialising in trusts, yachting, aviation, real estate and eBusiness, as well as tax experts who form the Equiom Tax Services team. Since its inception, the Isle of Man business has grown significantly both organically and through acquisition, gaining annual recognition at the prestigious Citywealth International Financial Centre Awards, where Equiom Isle of Man has been named Trust Company of the Year in 2015, 2016, 2017 and 2019.

EY is building a better working world by helping businesses, governments, and communities thrive. With 400,000 people across Assurance, Tax and Advisory services, together we are shaping the future with confidence.

FIM Capital is a leading provider of specialist investment management and fund administration services to a range of private and institutional clients. As an independently owned company FIM Capital put our clients and their requirements at the forefront of everything we do and have the track record and experience to deliver. The fund administration business offers a full range of outsourced services to a variety of closed-ended funds and collective investment schemes. Many of the closed-ended schemes are quoted on the London Stock Exchange and FIM Capital is also a listing member of The International Stock Exchange. Our client base includes funds and companies operating across several sectors. The geographic spread of regions in which clients are engaged is diverse, including the UK, Europe and Asia. Due to the diverse nature of our client base our services are tailored to meet the needs of each client, in contrast to the one-size-fits-all approach of many other service providers. Key services we offer include: Start-up service: We can assist in and provide guidance on setting up the most appropriate structure We facilitate introductions to experienced intermediaries and specialist service providers Our service can cover a number of global jurisdictions and is not restricted to funds or companies domiciled in the Isle of Man We can provide experienced “hands-on” commercial support based on years of experience, and we pride ourselves in going above and beyond basic administration Our independence means we can swiftly provide bespoke solutions to meet a range of client requirements Our investment management business focuses on the investment objectives and needs of our wide range of customers including private clients, institutions, trusts and corporations all served by an unflinching focus on client service. Our independent stance and fresh approach appeal to both local and global clients looking for flair and security. Investment Services we offer: Discretionary Investment Management Managed Portfolio Service: Our cost-effective range of ‘Pound a Day’ model portfolios Advisory Investment Management Investment Portfolio Analysis Cash Management & Foreign Exchange Based on the Isle of Man, FIM Capital is an independent company, regulated by the Isle of Man Financial Services Authority and the UK Financial Conduct Authority.   FIM Capital corporate brochure Fim Capital Corporate Brochure

At Group Eleven, we specialise in Funds. Group Eleven’s fund services team has substantial experience and a proven track record in administering both closed and open-ended funds established in the BVI, Cayman Islands and the Isle of Man. Using our extensive networks of agents and professionals we can provide administration to funds established in Guernsey, Jersey, Luxembourg, Mauritius, Ireland and the UK. Administering around US$2.5 billion of fund assets, Group Eleven can provide support throughout the entire fund lifespan, giving managers and investors peace of mind. We provide the full range of fund services including fund establishment, multi-currency valuation, fund accounting, shareholder registration and dealing, corporate secretarial, regulatory compliance monitoring, fund administration and fund listing services to funds of all types, across the whole regulatory spectrum of the relevant operating jurisdictions. We also offer solutions to administer related entities such as special purpose vehicles, trusts, management companies and carry vehicles

IFGL is a leading independent provider of investment, savings and protection solutions to expats and wealthy local national clients based around the world, comprising of RL360, RL360 Services, Friends Provident International, Ardan International and IFGL Pensions.

Ita McArdle Tel: + 44 (0) 7624 495029 Email: ita@itamcardle.com

KPMG in the Isle of Man and KPMG in the Channels Islands merged in 2020 to form the KPMG in the Crown Dependencies. This creates a professional services business of 460 people, locally owned and dedicated to serving the key industry sectors with audit, tax and advisory services across the three islands.

LJ Fiduciary is part of the Family Office Services division of the Alvarium Group of Companies. A fully licensed and regulated Trust and Corporate Services Provider with a proud history of providing market-leading trust and fiduciary solutions to private clients, HNWI, entrepreneurs, family offices and their enterprises. We operate in partnership with leading tax advisors, investment managers and law firms to provide a collegiate approach to families, entrepreneurs and investment professionals from across a range of industries, continents and cultures. Our focus is on developing long-term client relationships and delivering outstanding levels of service.

Lloyds Bank International is a subsidiary of the wider Lloyds Banking Group, which brings together the combined heritage of Lloyds Bank, Bank of Scotland and Halifax – over 600 years of combined dedicated service to the banking industry, and a presence in the Isle of Man of over 125 years.

Mann Made Corporate Services Limited, established in 2005, has a team of qualified staff with extensive experience in creating and administering structures in jurisdictions worldwide. In addition to the provision of corporate, trust, accounting and tax services, the company provides fund administration services to exempt and exempt-type schemes.

MannBenham Advocates is a full-service law based in the Isle of Man, operating alongside our associated licensed Trust and Corporate Service Provider, Manavia. We are a highly skilled team of around 50 staff comprising lawyers, paralegals, fiduciary specialists, and general advisors. There are several sectors where we are particularly strong which include family law including trust, wills and estates, property, litigation, legal opinions, e-gaming, and general fiduciary structures.

Nedgroup Investments is a division of Nedbank Group Ltd, one of South Africa’s largest financial services groups. Whether you are an individual investor, institutional investor, a financial planning professional, or a corporate investor you will benefit from the size, stability and experience we offer. At Nedgroup Investments we hand pick independent managers in each fund category and partner with them to offer a range of expertly managed funds across all asset classes. This independence allows us to always put our investors first and to meet a full spectrum of investment and savings needs. We believe that no single fund manager holds all the cards when it comes to investing. Nedgroup Investments fund managers are selected and assessed by means of our Best of Breed™ investment approach – an intensive and rigorous process that enables us to cut through all the noise and identify the top fund managers locally and abroad. Our Best of Breed ™ investment approach has a successful long-term track record of managing money for our investors.

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. With specialist teams in key international jurisdictions, we provide a full range of fund administration and associated fund services to give our clients clear visibility and confidence in the performance of their investments. From fund setup, accounting and investor services to AIFM ManCo and depositary services, we provide efficient fund solutions across a range of asset classes. No matter where in the world our clients hold financial interests, or however they are structured or need to be supported, we will provide a tailored and personalised solution that is individual to their needs and fully compliant to the needs of their stakeholders, regulators and the investment itself. Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.

PwC Isle of Man is a market-leading professional services firm with over 100 staff, providing assurance, advisory and tax services to a diverse client base. The experience of our professionals in the Isle of Man and across our network in the asset and wealth management industry can help you with the business issues and challenges you face today. andrew.dunn@pwc.com

Established in 1946, Ramsey Crookall is the Isle of Man’s longest-established independent firm of stockbrokers and investment specialists. In a world of uncertainty, we provide stability, clarity and understand that investing is a long-term business. We offer a bespoke service, taking time to understand our clients’ investment objectives, with our independent advice forming the bedrock of our business. We strive to provide the highest levels of personal service to private and institutional clients, trusts, charities and pension funds. Now in its fourth generation, Ramsey Crookall is a trusted family firm that is continually evolving to meet clients’ needs and expectations.

Fund Administration Services Widely regarded as a leading international financial centre, the Isle of Man is rapidly becoming the jurisdiction of choice for the private or institutional client, fund promoter or sponsor looking to establish, manage or administer an investment fund. Attracted by its flexible and modern regulatory regime and broad range of available fund types, the Island is now considered home to many hedge funds, property funds and other alternative investment funds. We can provide fund administration services to a wide range of funds: Authorised Schemes Exempt Schemes Qualified Investor Funds Specialist Investor Funds Closed-ended Investment Funds Overseas Schemes With a dedicated and experienced team applying an unrivalled level of client care we offer a professional fund administration solution delivered using the very latest fund administration platform. From the most straightforward investment fund to a complex multi-currency, multi-class fund, we can provide a broad range of services: Assisting with the establishment of the fund and associated corporate vehicles Structuring and tax advice/liaison with lawyers/auditors Maintaining statutory records Provision of corporate officers and company secretarial services Maintain share register, including notices, meetings, distribution of accounts etc NAV calculation and publication Preparation of financial statements Applying the complementary services of our company secretarial, tax consultancy, accounting and legal teams, our Fund Administration team delivers a cost effective, high quality solution. With contacts across the Fund industry – custodians, managers, trustees – both on and off Island, we can offer a comprehensive, bespoke service.