JTC is a publicly listed, award-winning provider of fund, corporate and private wealth services to institutional and private clients.
Established in 1987, we are proud of our history and excited about our future.
To build partnerships with our clients, we live and breathe our values. Together they form our unique culture and JTC DNA.
We value shared ownership, we put relationships first, we invest in our people, we embrace technology. We are JTC.
Our CSR policy sets a common approach for us to follow in conjunction with our Code of Business Ethics, creating the maximum benefit to our people and the communities that they live and works in.
Our shared ownership philosophy extends to the communities where we live and work.
Our Communities Our Own
We are an independent global specialist in the administration of traditional funds and alternative assets with a particular specialism in private equity and real estate.
CRS & FATCA
We can support your fund through its entire lifecycle and the growth of your business. We provide a comprehensive range of private equity solutions delivered from key onshore and offshore jurisdictions to leading companies investing in a broad range of industries.
Our Fund Services Division has a proven track record in providing a broad range of fund services where the asset class is real estate.
JTC Fund Services can offer a fully AIFMD-compliant ManCo service. The activities of the ManCo include providing a portfolio management, risk management and oversight function.
We have a deep understanding of listing funds on internationally recognised stock exchanges and the ongoing regulatory requirements of administering listed funds.
As a truly independent fund administrator you can be reassured that your fund administration requirements are entrusted to people that care about your investment structures.
We will project manage your application and guide you through the process and co-ordinate the various advisors to assist with the fund launch and strive to ensure everything happens within the expected timescales.
We offer a transparent, proactively managed range of cash management, foreign exchange and lending services, supported by a dedicated team of experienced professionals.
We offer a fully flexible, on demand specialist VCFO, Financial Controller and Accounting team services based on your requirements, be it for continual, frequent or periodic support.
JTC Corporate Services provides a comprehensive range of corporate and fund services from key onshore and offshore jurisdictions to leading companies in their field of expertise.
We provide corporate finance services for corporate and institutional clients including debt capital solutions, treasury and escrow services.
Global experience in this dynamic asset class, spanning our corporate, funds and private client divisions.
We provide employee benefit structures, administration services to ensure employees get maximum value from the plans that organisations put in place.
JTC Private Wealth Services specialises in protecting and nurturing your private capital in real estate, financial and non-financial assets across countries and generations.
Superior service delivered by industry leading experts for private individuals, entrepreneurs and their families.
We provide a tailored range of private office solutions that work effectively for each family, from generation to generation.
Our Marine & Aviation Services team has a deep working knowledge and proven track record, collectively and individually, in dealing with a wide variety of structures and transactions across the aviation, yachting, shipping and offshore supply industries.
We are able to partner with corporate and institutional wealth providers to complement their service offering by providing trust and company services.
Call +44 1534 700 000Email us Our Global Network
19 Sep 2018
Date: 5-7 November 2018
Location: The Westin Hotel, Cape Town, South Africa
12 Sep 2018
27 Mar 2018
Join a dynamic team at JTC where everyone is dedicated to continuously delivering a service beyond our clients' expectations.
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We want everyone, wherever they work in the JTC network, to be able to develop the skills and knowledge that they need to be excellent in our world and we deliver this to our team through the JTC Academy.
JTC Gateway offers our people the opportunity to develop their careers by working in Group locations across the world.
JTC is committed to the policy of equal treatment of all its employees and requires all employees of whatever grade or authority, to abide by and aspire to this general principle.
We have a highly qualified and multilingual workforce. In 1998 we created the JTC Employee Benefit Trust, which turned our employees into stakeholders. This enables us to attract and retain the best people, whilst keeping them absolutely motivated and dedicated to our clients.
In 2014 this belief in share ownership was embedded further into the JTC culture with the equity for all scheme, allowing all permanent members of staff the opportunity to invest in the future of their company. That helps explain why they are so dedicated and care so much about their clients' work.
Our shared ownership culture benefits our clients.
JTC is an international organisation with global reach and true cross border capability. We are proud of our ability to provide the best solutions for clients irrespective of geography.
View all our locations
Isle of Man
uk - London
USA - Miami
USA - New York
USA - South Dakota
Results & Presentations
Annual General Meetings
We are JTC, an independent, award-winning provider of fund, corporate and private wealth services to institutional and private clients.
Established in 1987, we now have around 600 people in offices globally, with assets under administration of c.US$85 billion.
Our independence and shared ownership culture means we share the same priority: the best interests of our clients.
South Dakota is unique as a trust jurisdiction, thanks to a combination of legislative and fiscal advantages that include modern trust laws, robust provisions for asset protection and privacy and the assurance that comes from being located in one of the world’s most economically and politically stable countries.
Domestic vs. Foreign: a trust is deemed a US person and consequently taxed as a ‘domestic trust’ if (i) a US court is entitled to exercise primary supervision over the administration and (ii) US person(s) has the authority to control "all" of the substantial decisions of the trust. If a trust does not pass this "court & control" test it is considered a ‘foreign trust’ and is not taxed in the US, except for US source income.(1)
Directed, delegated, discretionary: South Dakota statutes allow for a segregation of the traditional functions of the trustee. In the established ‘discretionary trust’ the trustee has a primary role in relation to distributions and investment management. The ‘directed trust’ allows for the trustee to focus on day-to-day trust administration while it takes ‘directions’ from an advisor or committee in relation to trust fund investments and/or distributions. In a ‘delegated trust’ the trustee may commission certain duties such as investment management with an advisor or committee. Unlike the directed trust, in the delegated trust the trustee retains a duty to monitor and oversee the advisor or committee’s performance.
Revocable, irrevocable, partially revocable: In broad terms, a ‘revocable trust’ may be altered or terminated at any time during the settlor’s life whereas an ‘irrevocable trust’ may not. The ‘partially revocable trust’ is part revocable, with respect to capital contributed to the trust, and part irrevocable, with respect to income.
(1) To be checked by client with legal/tax advisors
Director - Business Development - Miami
Associate Director - Business Development - New York
Managing Director - Americas
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