Bespoke Security Trustee Services

Let us know about your investment situation.

We offer an independent Security Trustee Service, with our services are bespoke and tailor-made to your exact business needs.


As transactions are becoming ever more sophisticated, you’ll need a partner who’s experienced in complex deal structures. We stay up to date on all global and local regulatory requirements and are used to operating internationally.


We offer these services to both large organisations and SMEs. Our significant experience in dealing with all types of asset-backed transactions, collateralised loan obligations and project finance transactions. These include acting as a Security Trustee, Note/Bond Trustee, Share Trustee, Note holder Representative, Voting Trustee and/or as a Successor Trustee.


Our dedicated team comes from a wide range of Financial Services backgrounds; including banks, independent corporate trustees and law firms. What’s more, we are independent and operate with the highest degree of transparency and integrity.


The services that we can provide include:


  • Discussing your needs in depth and then developing a bespoke business plan for your operations and fit-for-purpose.
  • Offering robust and timely professional advice, which will enable you to act quickly, when opportunities arise.
  • Acting as a go-between, being the point of contact between the lender and the borrower. We look after your investments and do the hard work for you.
  • We can also arrange and hold meetings between the parties, whenever this is beneficial.
  • Dealing with all of the necessary paperwork to ensure compliance by all parties.
  • Reporting on the health of your investment – We can advise you of, and monitor, the level of risk at any given time; and give you fair warning, should the level of risk start to rise.
  • Where necessary, if a problem arises with your investment, we can take robust action to help get things back on track for you. If necessary, this can include enforcing the terms of the investment and instigating any legal action required.
  • We can help ensure that your investments are always secure and that the value of your asset is not eroded.


If you need Financial/Trustee help with your investments, please get in contact for a confidential conversation.