Tell us about the company
Specialising in private equity, real assets and private debt, the Aztec Group is an independent provider of fund, corporate and depositary services to the alternative assets sector. Employing more than 700 people across offices in Guernsey, Jersey, Luxembourg, the Netherlands, Sweden and the UK, we administer over €270bn, 320 funds and 2,500 entities for more than 160 leading investment managers and institutional investor clients.
Owner-managed, the Group has only ever grown organically, opening new offices in response to the evolving requirements of our client base. This unique business model, coupled with an employee retention rate of over 90%, has long provided stability and continuity for our clients. Relationship-led in our approach with extensive ongoing investment in leading-edge technology, we’re continually recognised among the industry’s leading service providers, winning 9 major industry awards in 7 years.
How are your clients’ needs evolving and how do you adapt to transformation?
The legal and regulatory environment has changed and evolved to such a point that funds often need to be structured across multiple jurisdictions. This is something which our relationship-led service model has left us well placed to deal with because whether a service is being delivered from one jurisdiction or several, the client will always have a single relationship team that works collaboratively and uses the same systems and processes.
The compliance and regulatory reporting requirements imposed on fund managers have also become increasingly burdensome. We’ve responded to this by embedding compliance professionals directly within the relationship management teams, meaning compliance matters can be dealt with on the front line rather than having to be referred to another department. In addition, we’ve also established a dedicated regulatory reporting team who proactively monitor and assess the impact of regulatory developments such as FATCA, CRS, GDPR or MIFID II on our clients, providing our relationship teams with guidance and advice.
How do you stand out from the competition?
Our people are our most important asset and what we believe truly differentiates us in the market. Over the years, we’ve invested significantly in areas such as training and employee engagement, leading to A) 90% of our employees holding, or training towards, professional qualifications, and B) an unrivalled employee retention rate in excess of 90%. The advantages of this approach to the client is a qualified, stable and motivated team.
Our clients also benefit from our client-centric approach. What this means is rather than adopting the classic institutional model of building functions to support the client, where their point of contact may change day-to-day, we will build a team directly around them. This provides the client with continuity and consistency of service over the life of their fund.
As well as our ongoing investment in technology, we’re also ISAE 3402 Type II accredited and ISO 27001: 2013 certified, meaning that our clients can be confident we’ve got robust controls and processes in place both in respect of our operations and our approach to information security. Excelling in all of these areas is what delivers a market-leading proposition.
previous comment / Hana Prochaska
What is it about Luxembourg that makes it attractive for establishing Private Equity (PE) funds, from a legal, tax and regulatory perspective? Without question, Luxembourg’s pos... Read More
If you would like to discuss outsourcing to the Aztec Group or are considering migrating a fund or SPV, please call James Duffield, Head of Business Development, on +44 20 3818 0250.
Aztec Group Guernsey
Aztec Financial Services (Guernsey) Limited
PO Box 656, East Wing, Trafalgar Court
Les Banques, St Peter Port, Guernsey, GY1 3PP
Telephone: +44 1481 749700
Facsimile: +44 1481 749749
Aztec Group Jersey
Aztec Financial Services (Jersey) Limited
Aztec Group House, PO Box 730
11-15 Seaton Place, St Helier, Jersey, JE4 0QH
Telephone: +44 1534 833000
Facsimile: +44 1534 833033
Aztec Group UK - London
Aztec Financial Services (UK) Limited
2 Throgmorton Avenue
Telephone: +44 20 3818 0250
Aztec Group Luxembourg
Aztec Financial Services (Luxembourg) S.A.
8, rue Lou Hemmer, L-1748, Luxembourg – Findel
Grand-Duché de Luxembourg
Telephone:+352 246 160 6000
Facsimile: +352 246 160 6016
Aztec Group The Netherlands
Aztec Financial Services (Netherlands) BV
Spaces Zuidas, Barbara Strozzilaan 201
1083 HN Amsterdam, The Netherlands
Telephone: +31 20 794 4820
Facsimile: +31 20 794 4821
Aztec Group UK - Southampton
Aztec Financial Services (UK) Limited
Forum 3, Solent Business Park
Parkway South, Whiteley, Fareham, PO15 7FH
Telephone: +44 238 202 2300
Facsimile: +44 238 202 2309