James Gardner

Equity Trustees has ensured it can maintain uninterrupted Management Company services to current Irish domiciled fund clients by transferring the Irish funds business from London to Dublin in preparation for the UK’s departure from the European Union.

Equity Trustees Fund Services provides a comprehensive range of UCITS Management Company and Alternative Investment Fund Manager (AIFM) services to domestic and international Investment managers in the UK.

The new office in Dublin places Equity Trustees, already the market leader in Australia for the provision of independent Responsible Entity / trustee services, at the heart of the third largest market for Collective Investment Vehicles globally. This will provide Equity Trustees with the capability to facilitate the broader European objectives of Equity Trustees’ international fund manager clients.

“Our Irish office will not only enable us to continue to manage our existing funds, but as a core global funds management centre, it provides a very attractive opportunity to grow our business and provide fiduciary services to domestic and global fund managers,” said Harvey Kalman, Global Head of Fund Services.

James Gardner, Co-CEO of Fund Services in UK and Europe added: “After the establishment in 2017 of our London office, the move to Dublin is the natural next step to being able to offer a comprehensive European solution and seamless service to our current and future clients.”

Equity Trustees Fund Services provides independent fund governance, risk and compliance, product development and regulatory reporting services to investment managers, from locations in Melbourne, Sydney, London and now Dublin.

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