Overview

A full spectrum of wealth management services

Our Services

Having all the resources in-house has its advantages.

As one of the largest independent trust, fund and family office provider in Asia, Portcullis has the professional expertise and experience essential in running a large wealth management office successfully. Our clients include financially sophisticated and experienced individuals, aspiring start-ups, successful entrepreneurs, family offices, private bankers, investment managers, philanthropists and financial advisers who have benefited from our services in the following areas:

Corporate and Business Entities

We can assist you to establish and administer business structures in several jurisdictions for the purpose of holding property, carrying on business or simply to maintain a financial portfolio. Once your business structures is established, we can provide continuing secretarial, administration and any business support services the company may require. As your business or personal needs change, our relationship managers can facilitate access to other services within the group.

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Trusts and Foundations

You can also take advantage of our services to establish and maintain a trust or foundation in a variety of jurisdictions around the world. In addition, we can act as trustees in most jurisdictions where we have a presence. Whether your objective is asset protection, succession planning or philanthropy, we can help you find the best solution to your needs.

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Fund and Corporate Trusts

We provide a full suite of fund administration, fund formation and fiduciary services. We administer hedge funds, mutual funds, private equity and venture capital funds and privately-tailored structures, across various structures including (segregated portfolio) companies, trusts and limited partnerships. We act as trustee for both A/I focused trusts as well as retail unit trusts and provide comprehensive fund administration and custody services to fund of funds.

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Investment Office Services

Unconflicted investment advice. Whether you already run a family investment office or wish to build one, the journey requires good choices. We help you make such choices, always thinking about your benefit above ours. If you don’t succeed, neither do we.

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Family Offices and Private Trust Companies

We can help create and administer an effective family office. We have successfully implemented these structures for numerous clients over the past 30 years. From the simple holding company to the more sophisticated wealth management structures.

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