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Aztec Financial Services

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Aztec Financial Services

ABOUT THE AZTEC GROUP

The Aztec Group is an independent fund administration businesses founded in Jersey in 2001 by Edward Moore, CEO, and Carol Wilson, COO, to take advantage of a service gap that was perceived amongst existing institutional and tied providers. Further offices were opened in Guernsey in 2006, Luxembourg in 2007, and London in 2008 with a fully operational UK presence in 2011.

The Group now administers 59 funds, valued at approximately US$ 31 billion, for 25 clients with a widespread geographic focus.

The Group has never lost a client; mandates won in the last 12 months include Henderson Global Investors, Inflexion Private Equity and PPM Managers.

The Group is truly owner managed and independent.

Key Facts:

Our Clients

  • 100% client retention rate
  • 60% of clients have migrated from other administrators
  • 25 clients, 59 funds and US$ 31 billion under management


Our Staff

  • Over 100 staff in four prime funds locations
  • Over 90% staff retention rate
  • 94% client facing staff qualified or undertaking professional exams


Our Business

  • Independent and owner managed business for 10 years
  • Onshore and offshore capability
  • Leading technology platform


The Aztec Group’s focus is to be the administrator of choice to the funds industry, through delivering exceptional administration support combining leading technology with the very best skilled professionals.
 

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