Corporate Services
In an increasingly complex and time-pressured world, experience counts. Our team understands how to anticipate requirements and add increasing value over time. Our reputation is built on this proactive approach to administration.
We provide a full range of administration services to clients ranging from financial institutions, fund managers and listed companies to start-ups, entrepreneurs and high net worth families. In every case, our goal is to provide complete reassurance and free you up to focus elsewhere.
Whatever your specific needs – from a simple structure to complex, multi-jurisdictional support – we will design a solution around you, drawing on many years’ experience and the wide pool of specialists in our internal and external networks. Everything is founded on having benchmark systems in place in terms of technology and process, and the flexibility to evolve our support as your needs and interests change.
Sectors
Real Estate
We have a strong track record in supporting clients with real estate assets of varying scale, structure and investment profile, delivering solutions that precisely and promptly meet a diverse range of outsourcing needs.
Our team has the experience and the technical know-how to understand the full lifecycle of this asset class, from development and active asset management to long-term hold. We also handle any financing or security structuring and related obligations.
Our comprehensive real estate service spans the full management and control of structures through to specific outsourcing in day-to-day matters such as tax reporting, controlling cashflow and calculating complex accounting adjustments.
Our services
You can call on a mix of ad hoc and ongoing support from our team that extends from establishing a company structure to complying with ongoing governance requirements.
-
Entity Formation
Acting as liaison between our clients and external parties such lawyers and regulators, our team assists with establishing a range of corporate structures.
-
Bank account set-up, administration and cash management
From initial set-up to day-to-day management, we help our clients with every element of their banking administration and ongoing relationships.
-
Transaction management
We advise and support our clients on a variety of business and property transactions, including using transaction profiling to manage complex, high-volume activity.
-
Provision of directorships
To help our clients manage their interests and assets, we provide both corporate and personal directorships to a variety of corporate vehicles.
-
Board governance
Our team advises on corporate governance frameworks, enabling boards to ensure they are complying with the latest regulations and procedures.
-
Company secretarial
Working closely with directors and shareholders, we advise on compliance obligations at every phase of a company’s lifecycle.
-
Accounting and reporting
Our experts are on hand to prepare all financial reporting, including complex consolidation and financial statements, as well as collating tax information for the filing of tax returns.
Corporate Services Contacts
Ross Youngs
Group Commercial DirectorRoss joined Belasko in 2021 to lead the Groups commercial growth strategy in Private Capital Fund Administration, Corporate Administration and Fiduciary services.
He has over 20 years’ experience in the Offshore Fund and Fiduciary markets holding leadership roles in Alternative Assets, Sales, Relationship Management and Client Service for a global provider.
Working with managers across the UK, US, Europe and Middle East, Ross has helped clients launch fund and investment structures in the Private and Public markets focusing on Private Capital and Real Assets. His experience covers multi location, complex fund servicing and has a strong understanding of Fund Administration, Banking, Financing, Custody and Depositary Services.
Ross seeks to create proactive partnerships with clients based upon trust, a long-term strategic commitment and great service.
Ross is an Associate of the Chartered Institute of Banking and holds a BSC (Hons) degree in Financial Services.
Greg McKenzie
Country Head (Luxembourg)Greg joined Belasko in 2020 and is responsible for service delivery from Luxembourg.
Greg has accumulated 18+ years’ experience within the financial services industry covering the investment, fiduciary and banking sectors, specializing in alternative asset classes (PE, VC, Real Estate and Credit). Through this period Greg has led and participated in several strategic initiatives which include business development, product establishment, regulatory change, operating model refinement and on boarding complex new business across entrepreneurial and global servicing businesses with particular focus on Channel Island, Luxembourg, Ireland and the UK markets.
Greg has a wealth of directorship experience that cover global banks, fiduciary and administration businesses, in addition to investment management companies and regulated investment vehicles in Guernsey, Luxembourg, Ireland and the UK. Greg is a member of the Institute of Directors and has served industry associations throughout his career.
Andy Bailey
Group Head of Private WealthAndy joined Belasko in 2020 to lead the Fiduciary offering across the Group.
Andy has over 20 years’ financial services experience having spent the last 12 years at leading independent trust companies, where he has held senior management, Director and Board level positions. Andy has extensive experience in complex Private Client and Corporate structures for UHNW international families, and has been appointed to various regulated and private entity Boards. These Board appointments have required the management of various regulated financial services obligations, together with the active management of a range of asset classes including residential and commercial property, peer to peer and private leverage arrangements, listed investment strategies, private equity, art and other esoteric asset classes. Andy holds a BSC (Hons) degree in Management with Trust and Estates through the Manchester Business School, as well as the Society of Trust and Estate Practitioners Diploma. (TEP).
Further solutions
Funds
Our Fund Services deliver a balance of proven processes with a commitment to understanding your specific needs.
Private Wealth
We offer a comprehensive suite of wealth management services to high net worth individuals and families.
