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Financial Institutions


JP Morgan

JP Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. JP Morgan has been helping clients do business and manage their wealth for more than 200 years - a business built upon the core principle of putting clients' interests first.
J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm with assets of $2.3 trillion.

JP Morgan offers innovative insights and solutions that will enable clients meet their strategic needs today and tomorrow by fostering a culture that stresses the highest ethical standards in support of clients.


Morgan Stanley

Since 1935, Morgan Stanley has continually broken new ground in providing new opportunities for individual and institutional investors; advising clients on strategic transactions; and in pioneering the global expansion of finance and capital markets.

With access to the full scope of services and resources, Morgan Stanley aims to first understand your needs and then help you develop the financial strategies that can satisfy them-today and over the long term.

Morgan Stanley is multi-faceted corporation with powerful capabilities such as: respected investment research, high-quality debt and equity offerings, securities trading and asset management expertise, financial tools and teams of specialists.


Goldman Sachs

Goldman Sachs commits people, capital and ideas to help clients, shareholders and the communities we serve to grow. Goldman Sachs transacts in all key financial markets, including equities, bonds, currencies and commodities.

Goldman Sachs develops ideas and analysis that drive new perspectives, new products and new paths to growth.

The company provides investment management services and offer investment products across all major asset classes to a diverse set of institutional and individual clients. Goldman Sachs also offers portfolio management to high-net-worth individuals.


Friends Provident International

Friends Provident International provides competitive life assurance, pensions and investment products for Asia, the Middle East, Europe, the UK and other selected markets, and is part of the Friends Life group. Friends Life group is the name used to describe Friends Life Group plc and all subsidiaries of that company. Also, in this group is Friends Life, which was launched in March 2011.

Friends Provident International benefits from a strong relationship with the Friends Life business, sharing a heritage that dates back over 200 years, and a reputation of trust, commitment and integrity in providing financial solutions to customers throughout their lives.

Over 30 years of international experience have enabled the firm to establish strong relationships with financial advisers in many parts of the world. To support these relationships, they have offices in Hong Kong, Dubai and Singapore.


Hansard

Hansard focus exclusively on developing, providing and supporting financial solutions for international clients. Theirs are life assurance ‘wrapped’ products that qualify for favourable tax treatment, and can be configured to suit specific investment objectives. The efficiency and flexibility of their products make them ideal as secure long term investments which independent financial advisors and financial institutions can offer to their clients.

Hansard started operating as a life assurance company in the UK over 40 years ago. Since then, they have become an international enterprise and have shown steady growth. In December 2006, they became listed on the London Stock Exchange.

Innovation, stability, integrity, a strong management team ethos and dedication to excellence in customer service are core elements in the Hansard approach whether they come from the Isle of Man or Dublin.


Royal London 360

Today's offshore investor demands a combination of investment choice, security and quality service. Royal London 360°'s attractive range of products provide flexible solutions and are supported by experienced servicing teams, effective marketing support and strong technical back up, which allow you to plan for the future with confidence and security.
Headquartered in the Isle of Man, one of the world's leading offshore financial jurisdictions, Royal London 360° was established through the merger of Scottish Life International Insurance Company Limited and Scottish Provident International Life Assurance Limited. The company has combined industry experience of over 30 years, and funds under management in excess of US$3 billion.

Royal London 360° is the international division of the Royal London Group. Royal London is the largest mutual life and pensions company in the UK with Group funds under management of £41 billion.

360° represents a number of significant advantages; the international nature of their business; the way their employees think and take personal responsibility; and their adaptable approach to meeting clients’’ requirements. By choosing Royal London 360° clients can be safe in the knowledge that their investment is in the hands of a company that is willing to go further to ensure that customer experience is superior, and clients’ financial objectives are achieved.


Old Mutual International

They offer a fresh approach to investing, centred on helping their customers achieve their goals. Their innovative medium- and long-term saving and investment solutions enable clients to respond quickly to life and market changes, and plan for the future they want. Old Mutual International specialise in offshore and cross-border investment solutions and operate from bases in financial centres around the world, including Ireland, Isle of Man, Hong Kong, Singapore and Dubai. The firm is made up of three main companies: Royal Skandia, Skandia Ireland and Old Mutual International. They also have Skandia Life Assurance Company branches and a Guernsey based branch of Old Mutual Life Assurance Company South Africa.


Sovereign Group PLC

The first Sovereign office opened in Gibraltar in 1987. Sovereign has since grown into what is now one of the largest independent trust companies in the world, they currently manage over 12,000 structures for a wide variety of clients – companies, entrepreneurs, private investors or high net worth individuals (HNWIs) and their families – and have assets under administration in excess of US$5 billion. Sovereign now has offices or agents in all the major international finance centres.  Sovereign is a market leader in the provision of pensions with a broad proposition that includes: Self Invested Personal Pensions (SIPPs); Qualifying Recognised Overseas Pension Schemes (QROPS); Qualifying Non-UK Pension Schemes (QNUPS); International Pension Plans (IPPs); and Corporate Pension Plans. Sovereign have offices and jurisdiction in Guernsey, Malta, Gibraltar and the Isle of Man.


Momentum

Momentum are pension specialists and independent Pension Trustees, they offer international pension solutions in the form of QROPS across multiple jurisdictions, with a complete range of products that offer a comprehensive range of investment options.

The Momentum team has a wealth of experience in the Financial Services, Legal, Accounting and Pensions sectors and has links with all the major International Life companies.
​The Momentum range of QROPS solutions are designed to provide security for your retirement assets together with the flexibility of a modern international pension. To provide maximum choice and flexibility for your retirement planning needs, they offer a choice of QROPS from Malta, Gibraltar and the Isle of Man.

BNP Paribas


BNP Paribas is predominantly a wholesale bank focused on large international and UK corporates, financial institutions and institutional investors. The bank also focuses on a number of mid-sized corporate clients. BNP Paribas Corporate & Institutional Banking is central to the bank’s strategy going forward Beyond Corporate & Institutional Banking, corporate and institutional clients benefit from a range of services offered under one roof, including asset management, asset servicing, real estate and leasing.


Mauritius Commercial Bank (MCB)

Incorporated in 1838, MCB Limited is the leading bank in Mauritius while being an increasingly prominent player in the region. Backed by modern and adapted channel capabilities, high quality service, an innovative culture and a sound business model, MCB Limited has, throughout its history, been true to its guiding principle of assisting in the advancement of individuals, corporates and the country at large, in the process playing a key role in the development of the Mauritian economy. Leveraging its extensive network of correspondent banks, MCB Limited has diversified its activities beyond local shores notably through participation in major cross-border deals and transactions and the promotion of its ‘Bank of Banks’ initiative. 


AfrAsia Bank


Headquartered in the Mauritius International Financial Centre with representative office in South Africa, AfrAsia Bank Limited specialises in banking that builds bridges between Africa, Asia and the World. The Bank’s entrepreneurial approach helps to develop flexible financing and investment solutions and provide tailor-made advice. In addition to our anchor Mauritian shareholder, IBL Ltd the largest conglomerate in the country, other strong strategic partners include National Bank of Canada (NBC) and Inta-Aasia Capital (Singapore). 

AfrAsia Bank Limited’s core banking and transactional capabilities are also complemented by its asset management arm, AfrAsia Capital Management Limited. With an experienced team and regional foundations giving customers the reliability and trust of a global banking network, AfrAsia Bank Limited helps clients achieve their financial aspirations, all delivered with boutique agility and service



UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of their Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank.

UBS's strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.
Headquartered in Zurich, Switzerland, UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs around 60,000 people around the world.


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Company Number: 155535 / FSC Licence Number: C117022693

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  • Home
  • About Us
    • Meet the team >
      • Board of Directors
    • Lennox C R Pitt
    • Accreditations
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    • Financial Institutions & Providers
    • Client Testimonials
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  • Contact Us
  • Clients
    • Client Newsletters
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