Transferring your Funds

There are many things to consider when circumstances dictate it’s time to move to a new administration provider and selecting the right partner for you.  At Carey, from the outset we work closely with prospective clients to scope your requirements fully and ensure that we’re the right fit for you.

The majority  of our clients come to Carey because of our approach to client service as much as they do for our specialist expertise.  

Our professionals work alongside investment managers and fund boards in an open and collaborative way. Carey’s comprehensive administration, governance and accounting solutions are run by experienced professionals who are comfortable challenging the status quo to ensure the best outcome from our clients. From our approach to project managing transfers through to our timely delivery, we focus on how we can achieve more for every client.

Here’s what one of our recent new clients explained about their experience of transferring to Carey and the ongoing relationship:

“The journey between a disengaged exiting administrator and the incumbent administrator is an arduous one for all parties, but more so for the client and the incumbent administrator who often find that files are incomplete and information missing.

The recent transfer of our Listed investment structure to Carey faced such issues and the Team at Carey worked through these with a professional manner at all times. Carey has a very pro-active approach, with the Team working as an extension to us as a Client, and confidently discussing all matters where required.

This has resulted in the smooth running of our account on an ongoing basis and an open relationship between all parties.”

Alternatives investment manager, Guernsey

At Carey our professionals apply their in-depth knowledge of investment structures to transition existing regulated or unregulated structures from other administrators so clients can be assured they made the right choice.

Let’s talk

Rebecca Booth