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Private Equity at the Aztec Group

Introduced by Steve Romeril,
Group Head of Private Equity

From responding quickly to investment changes at fast-paced venture capital and mid-market firms, to dealing with high volumes of transactions for institutional fund of funds, we’ve worked with private equity clients of all profiles investing in a range of sectors.

Whether it’s working with you on the establishment of a new fund, taking care of your financial reporting requirements, administering your SPVs or acting as your depositary, we can take care of the day-to-day aspects of managing your funds, so you can focus on making investment decisions.

And whatever your size, structure, or investment profile, you can rely on our knowledgeable staff and legal, compliance and technical specialists to find answers to the most challenging questions. We can help you with the latest regulatory matters, from FATCA to AIFMD, to the Common Reporting Standard or anything else.

It’s our experience and expertise, combined with multi-jurisdictional coverage, market-leading systems and award-winning services, which has made us the bright alternative in fund and corporate services.

What are you looking to achieve?

Your funds

Outsource or migrate your administration or investor services

We’ll work with you to establish a solution that strengthens your in-place service model and maintains flow for you and your investors. Learn more.

Structure your investments and carried interest

Whether you require an SPV or a more complicated arrangement involving multiple entities and jurisdictions, we can draw on our extensive network of offices and solutions to help you achieve your goals. Learn more.

Set up a third-party AIFM or management company

Regardless of whether you’re an EU or non-EU fund manager, our skilled team ensures a swift and economical route to accessing European capital. Learn more.

Appoint an independent depositary to your funds

Our specialist depositary team has extensive experience in providing depositary solutions that are compliant with AIFMD and other relevant national legislation. Learn more.

Receive detailed reporting on your portfolio’s underlying investments

We provide fund of funds managers with deep insight into the performance of portfolio companies, enabling them to make more informed investment decisions. Learn more.

Your employees

Appoint a trustee, nominee or administrator to manage your incentive plan

Using trusts, companies, nominee arrangements and other vehicles in leading jurisdictions, we can administer a range of share and pension plans tailored to your unique requirements. Learn more.

Establish management incentive plans for your portfolio companies

We’ll work alongside you and your advisors to structure and administer an incentive plan for the management teams of your portfolio companies. Learn More.


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