Fiduciary Services

WPS partners with its clients to provide best in class service and maintain a competitive, predictable and fully transparent pricing model. As global regulatory requirements and investor-led demands have increased pressure on industry participants, the requirement for robust, independent and sophisticated director services is now higher than ever.​

By partnering with WPS, you partner with experienced, technically unmatched independent directors and administrators who, supported by market leading technology, are fully equipped to provide best-in class fiduciary and administrative services to a broad range of structured and asset finance vehicles across multiple jurisdictions, all within a fully transparent cost model. Our core services include:

  • Providing experienced, market-aware and technically sophisticated independent directors to SPVs of all kinds;
  • Providing administration, record-keeping and registered office services through a team of skilled corporate services professionals;
  • Acting as share trustee on “orphan” and off-balance sheet structures;
  • Acting as trustee on debt-issuance and other trusts undertaking financing and investment transactions;
  • Assisting with meeting independence, separateness and other requirements applicable to structured and asset finance transactions;
  • Maintaining accounting books and records, preparation of annual financial statements under IFRS and working with an appointed audit firm to ensure the timely audit of the financial statements;
  • Compliance with reporting and registration obligations affecting SPVs and clients who transact with them;
  • Ensuring entities are compliant with all local governmental and regulatory reporting requirements, including AEOI, AML, Beneficial Ownership and Economic Substance;
  • Providing dynamic solutions to global regulatory issues affecting SPVs and clients who transact with them.

In addition to our core services, WPS can assist clients with the following:

  • Assisting clients with disposal of distressed or worthless assets and realisation of illiquid positions;
  • Administration of international registry filings for SPVs involved in aircraft finance transactions;
  • Providing independent pricing, conflicts support and other related services to asset manager clients;
  • Preparing annual financial statements and interim management accounts under IFRS;
  • Calculating VAT liabilities and filing of related returns and completing routine corporation tax filings; and
  • Facilitating the provision of a dedicated professional to serve as a US Partnership Representative.

 

WPS is proud to have been recognised across fiduciary services as best in class as voted for by clients in 2018, 2019 and 2020.
(Source: Creditflux).


BERMUDA
Samantha Kyme Vice PresidentT +1 441 242 1527 samantha.kyme@walkersglobal.com

CAYMAN ISLANDS
Steven ManningChief Executive Officer – WPST +1 345 814 7612steven.manning@walkersglobal.com
Tara RiversDirectorT +1 345 814 4649 tara.rivers@walkersglobal.com
Nicholas SwartzDirectorT +1 345 814 7655 nicholas.swartz@walkersglobal.com
Elaine AndersonSenior Vice PresidentT +1 345 814 7627elaine.anderson@walkersglobal.com
Karen EllerbeSenior Vice PresidentT +1 345 814 7657karen.ellerbe@walkersglobal.com
Dianne FarjallahSenior Vice PresidentT +1 345 814 7653dianne.farjallah@walkersglobal.com
Kirstie KrypnerSenior Vice PresidentT +1 345 814 7630kirstie.krypner@walkersglobal.com
Karey Schreck Senior Vice PresidentT +1 345 814 7618 karey.schreck@walkersglobal.com
Megan EnglishVice PresidentT +1 345 814 7640megan.english@walkersglobal.com

DUBAI
Aaron BennettSenior Vice PresidentT +971 4 363 7915aaron.bennett@walkersglobal.com

HONG KONG
Daniel BoothSenior Vice PresidentT +852 2596 3334daniel.booth@walkersglobal.com

IRELAND
Fiona de LacyManaging DirectorT +353 1 470 6611fiona.delacy@walkersglobal.com
Morgan SheehySenior Vice PresidentT +353 1 470 6629morgan.sheehy@walkersglobal.com
Claire O'Shaughnessy Vice PresidentT +353 1 470 6617Claire.O'Shaughnessy@walkersglobal.com

WALKERS CORPORATE SERVICES
Morgan SheehySenior Vice PresidentT +353 1 470 6629morgan.sheehy@walkersglobal.com

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