Highvern

What Highvern does

Highvern is a Jersey-headquartered provider of fiduciary, fund, and corporate administration services operating from offices in Jersey, the Cayman Islands, Guernsey, Ireland, the United Kingdom, South Africa, Norway and Sweden, with over $25 billion under administration. Founded in the 1960s and acquired by its management team in 2016 after a long tenure under a major British private bank, the firm serves private clients and high-net-worth individuals, international family offices, private capital funds across private equity, venture capital, real estate, debt, litigation funding and alternative assets, and international corporates. Highvern operates a director-led, long-term relationship model rather than a volume-based sales motion, and is licensed and regulated by the JFSC, GFSC, CIMA, the Central Bank of Ireland and HMRC.

The service portfolio is organised into three pillars. Private Capital Services deliver tailored trust and fiduciary offerings including wealth structuring, family office services, private trust companies, philanthropy advisory, luxury and family asset administration, business succession, and global financial reporting. Funds Services provide comprehensive fund administration covering fund accounting and reporting, transfer agency, AIFM management company functions, regulatory reporting (FATCA, CRS, EMIR, ECB statistical reporting, beneficial ownership), MLRO/MLCO compliance, director services, fund launch and transition, registered office and domiciliation, company secretarial, and a client portal for document and reporting access. Corporate Services encompass company incorporation, corporate secretarial, economic substance compliance, financial accounting, registered office, global entity management, corporate governance, and restructuring/M&A support across multiple jurisdictions.

Revenue is generated primarily through recurring, subscription-style fees tied to assets under administration, fund structures, and ongoing fiduciary mandates, with all three service lines described as subscription_recurring revenue streams. Distribution is direct via senior dedicated teams in each office location, complemented by curated referral partnerships with legal, tax, accounting, real estate and specialist advisors, as well as banks, wealth and fund managers. In mid-2025 the firm combined with Permian, the leading Nordic fund services provider, extending its reach into Norway and Sweden with depository and AFM solutions, and in June 2026 announced the acquisition of Oak Fund Services in Guernsey to consolidate that market.

Name

Highvern

Legal name

Highvern

Website

https://highvern.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

51–100 employees

Short description

Highvern is a Jersey-based provider of fiduciary, fund, and corporate administration services for high-net-worth individuals, family offices, private capital funds, and international corporates, operating from eight jurisdictions with over $25 billion under administration.

Ownership category

akta.pro rank

Product category

Fiduciary and Fund Administration Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Fund administration services
• Private capital services
• Corporate administration services
• Fiduciary and trust services
• Family office administration

Headquarters

HQ city

St. Helier

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Administration Services: Comprehensive fund administration services to funds across Private Equity, Venture Capital, Real Estate, Debt, Litigation Funding and Alternative Assets. Includes fund accounting, transfer agency, investor services, and regulatory reporting.
2. Private Capital Services: Tailored trust and fiduciary services for wealth preservation, privacy, planning and succession purposes. Services include wealth structuring, family office services, private trust companies, and philanthropy advisory.
3. Corporate Administration Services: Specialist company incorporation, administration and governance services including corporate secretarial, economic substance, financial accounting, and compliance services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Highvern provides trust, fiduciary and fund administration services to private clients, family offices, corporates and private capital funds across multiple jurisdictions. Its core offerings comprise Private Capital Services (wealth structuring, family office, private trust companies, philanthropy, succession planning), Funds Services (fund administration, accounting, transfer agency, AIFM/ManCo, regulatory reporting, director and compliance services for PE, VC, Real Estate, Debt, Litigation Funding and Alternative Assets), and Corporate Services (incorporation, corporate secretarial, economic substance, financial accounting and global entity solutions). Since mid-2025 the offering is combined with Permian to deliver depository and AFM solutions in Norway and Sweden.

Product overview

Highvern is an award-winning provider of fund, private capital, and corporate administration services, now combined with Permian, the leading Nordic fund services provider. The offering consists of three core service areas: Private Capital Services (tailored trust and fiduciary services for wealth preservation, privacy, planning and succession including wealth structuring, family office services, private trust companies, family assets, private funds, philanthropic interests, protector & enforcer services, listed & privately held assets, luxury assets, business succession, global financial reporting, and family document retention); Funds Services (comprehensive fund administration across Private Equity, Venture Capital, Real Estate, Debt, Litigation Funding and Alternative Assets including fund administration, fund accounting & reporting, cash management/AIFM ManCo, transfer agency, client portal access, regulatory reporting, compliance/MLRO/MLCO services, director services, fund launch/establishment/transition, registered office/domiciliation, company secretarial, and offshore/non-EU AIFM services); and Corporate Services (specialist company incorporation, administration and governance including corporate governance, restructures/M&A, corporate secretarial, economic substance, financial accounting, incorporation services, registered office & corporate administration, compliance/MLRO/MLCO services, director services, regulatory reporting services, and global entity solutions). The Permian acquisition extends their Nordic presence in Norway and Sweden.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Capital Services
• Funds Services
• Corporate Services

Quantifiable outcome

• Over $25bn under administration across wide range of asset classes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• PermiancoreStrategic or Co-development Partner · 1 June 2025From mid-2025, HIGHVERN combined with Permian, the leading Nordic fund services provider. This collaboration allows HIGHVERN to offer a comprehensive range of services in Norway and Sweden, including depository and AFM solutions, alongside their existing locations.
• Legal, Tax, Accounting and Specialist AdvisorscoreChannel Partner/ Reseller/ DistributorHIGHVERN partners with carefully selected and leading legal, tax, accounting, real estate and other specialist advisors to deliver comprehensive services to clients.
• Banks, Wealth and Fund ManagersminorChannel Partner/ Reseller/ DistributorHIGHVERN maintains partnerships with banks, wealth managers and fund managers as part of their service delivery ecosystem.

Scale indicators3 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Ogier: Jersey, Guernsey, and Cayman-based legal and fiduciary services firm offering fund administration, corporate, and private client services. Closely comparable in service offering and regulatory positioning in the Crown Dependencies.
• Sanne Group: UK-listed (now acquired by Apex) alternative asset fund administrator with deep HNW and fund administration capabilities across Jersey, Luxembourg, and the US. Closely aligned with Highvern's fund and private client service lines.
• Apex Group: World's largest independent fund administrator (~$3tn AUA) following the Sanne acquisition. Competes with Highvern in fund administration across all asset classes and now also in private wealth via the Sanne integration.
• Maples Group: Cayman-headquartered law firm and global fund services provider offering fiduciary, fund administration, and corporate services. Strong overlap with Highvern in Cayman-domiciled fund structures and HNW fiduciary mandates.
• IQ-EQ: Private equity-owned global fund administration and fiduciary services group with deep presence in Luxembourg, Jersey, and Cayman. Direct competitor for fund administration mandates and HNW/family office services in the same offshore centres.
• Conyers: Bermuda, Cayman, and British Virgin Islands law firm with significant fiduciary and corporate services operations. Comparable offshore service mix and HNW/private fund client base to Highvern's Crown Dependency platform.
• Ocorian: Jersey-headquartered fund, corporate, and private client services provider operating across similar Crown Dependencies and global jurisdictions. Highly comparable to Highvern in service mix, target client base (funds, HNW, corporates), and regulatory footprint.
• JTC Group: Jersey-listed provider of fund administration, corporate, and private client services. Operates from similar jurisdictions and serves the same GP, family office, and corporate client segments, making it one of the closest listed comparables for Highvern.
• TMF Group: Global provider of fund administration, corporate secretarial, and accounting services with significant presence in Jersey, Guernsey, and the BVI. Direct competitor in the mid-market and emerging manager fund administration space.

Broad incumbents

• CSC Global Financial Services: US-headquartered global business services provider with a substantial fund administration and corporate services division serving alternative asset managers and corporates across major financial centres. Larger and more diversified than Highvern but competes for similar fund administration mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Highvern