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About Us. A snapshot of what gives us our competitive edge as a market leader in Fund and Corporate Services

Introduced by Kathryn Purves, CEO, Aztec Group

Aztec Group in numbers:

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People in six strategic jurisdictions

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Operating across nine offices

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Trusted partner for over 450 funds

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Over €600bn in AUA under our care

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Servicing over 4500 entities

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1 in 3 of clients have migrated to us from other service providers

Aztec Group has come a long way since first opening its doors in Jersey back in 2001. Now employing over 2,000 people across six jurisdictions, our size and reach may have changed, but one thing that hasn’t is our identity – we’re proud to be a truly independent, owner-managed business that puts our clients at the centre of everything we do.

Our clients ask for:

Teams structured around their needs, not ours

Rather than adopting a standard, process-driven approach led by business functions, we have client-centric and proactive teams where operational knowledge and a clear understanding of day-to-day activities is shared by everyone.

Teams with the same people year-in, year-out

A stable and consistent team of people who really understand their client’s requirements is crucial – that’s why we continuously invest in our people and their training to ensure we maintain an industry-leading employee retention rate.

Industry-leading service

The quality of our services and dedication and commitment to clients continues to receive industry recognition. We’re proud to have won the much coveted Fund Advisory Award at the British Private Equity Awards a record-breaking eight times.

An experienced hand

We manage over €600bn in AUA and 450 funds for a wide range of clients, from large institutions and mid-market firms to multi-national corporates.

A robust governance framework

Our platforms, controls and processes are robust and consistent across all our offices. Adhering to international best practices, we are ISAE 3402 Type II accredited and ISO 27001:2013 certified.

A partner who can adapt to their evolving needs

As an independent and owner-managed business, we are able to adapt to our clients’ needs and make prompt decisions to support them.

In-house legal and technical expertise

We employ in-house lawyers and accountants who specialise in regulatory matters, including FATCA and CRS, enabling us to take a proactive approach to managing the impact of industry developments on our clients.

Tailored systems

We don’t just adopt industry-leading systems such as eFront – we employ a team of specialists to tailor the technology to our clients’ requirements.

Choice of jurisdictions

From our offices in Guernsey, Jersey, Luxembourg, Ireland, the United Kingdom and the United States, our multi-jurisdictional teams provide services to a range of structures across these and other top tier jurisdictions.


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