Institution List


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 drives new perspective, 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 has 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.


Utmost International

Long-established in the international financial services field, Utmost international specialises in providing a range of powerful and flexible wealth management products to help their customers around the world achieve their financial ambitions. Their Head Office, set in the heart of the premier international finance centre of Guernsey, is ideally located to provide financial advisers and customers with the products, support and information they need to help their clients build a brighter future.

As part of a global financial services group that is among the world’s top five insurers, you know you are in safe hands. It’s also reassuring to know that in today’s fast-moving world, you are dealing with a company whose services come under the jurisdiction of demanding and respected regulators. Utmost International is regulated by the Guernsey Financial Services Commission and is also an Authorised Insurer in Hong Kong.


Hansard

Hansard focuses 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.


Providence Life

Providence Life Limited (PLL) is one of the fastest growing companies in the global offshore Life Assurance sector. Working in concert with some of the world's largest international financial advisers and banks, Providence Life Limited is creating new and innovative ways to invest which will become the common practices of tomorrow.

Providence Life Limited is committed to providing client focused, technologically driven, investment solutions, which offer access to a wide range of world class funds in the rapidly changing offshore space. Licensed on the island of Mauritius, itself one of the fastest growing offshore territories in the world, Providence Life Limited uses the latest internet based technology to provide real time access to your investment structures. With excellent web security and daily data feeds, Providence Life Limited allows you to review your fund performance and trade online at any time of the day or night, regardless of where you are in the world.


RL360°

Today's offshore investor demands a combination of investment choice, security and quality service. RL360°'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, RL360° 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 of industry experience with it's funds (in excess of US$3 billion) under management.

RL360° is the international division of the Royal London Group. RL360° is the largest mutual life and pensions company in the UK with Group funds of £41 billion under management.

RL360° 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 RL360° 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.


Quilter

Owned by Quilter plc 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.

Quilter 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 Quilter. They also have Skandia Life Assurance Company branches and a Guernsey based branch of Quilter Life Assurance Company South Africa.


Zurich International

Zurich International Life (Zurich) offers life assurance, investment and protection solutions throughout the world with licensed offices in the United Arab Emirates, Hong Kong, Bahrain, Qatar, Singapore and Taiwan. As part of the Zurich Insurance Group, they can offer you innovative and individual financial solutions. The firm has been tailoring its products and services to meet the requirements of local markets for many years, ensuring that it can offer truly flexible and portable financial solutions. As part of one of the world's leading providers of international insurance and investment products, they have a reputation for excellent performance and commitment to the customer.


Trireme

Trireme offers exclusive pension products that are ideal for UK and international clients requiring effective retirement solutions.

Based in Malta, Trireme operates in a climate that provides unique opportunities for structuring tax-efficient pension schemes that offer security, flexibility and control.

Trireme Pension Services (Malta) Limited is authorised by the Malta Financial Services Authority to act as a Retirement Scheme Administrator to Retirement Schemes registered under the Special Funds (Regulations) Act, 2002.