Partners

CIBC serves as our Custodian and Investment Manager, providing secure and professional management of client assets. As a well-established global financial institution with a significant presence in Barbados, CIBC brings extensive experience in serving the needs of high-net-worth clients.

BNY Pershing provides robust custody and separate account services, ensuring a reliable and efficient operational infrastructure for managing client accounts. With over $51.2 trillion in assets under custody (as of December 2024), and as a part of BNY Mellon, a global leader in financial services, BNY Pershing offers a strong foundation of security and expertise.

Ernst & Young Caribbean serves as our auditor, ensuring that our clients, partners, and regulators can be confident in our financial strength. With over 700 people in the Caribbean, E&Y Caribbean is the largest and only integrated professional services firm in the region, with offices in Barbados, Trinidad, Jamaica, Curaçao and Aruba, St. Lucia, Guyana, and Suriname.

SRS International, a leading global independent insurance manager, acts as our appointed Insurance Manager in Barbados, bringing specialized expertise in insurance management. With over 20 years of presence in the Barbados market, SRS ensures expert administration of our insurance solutions.