Maitland Group

Name

Maitland Group

Website

https://maitlandgroup.com

Company type

Private

Founded year

1976

Headcount range

1,001–5,000 employees

Ownership category

akta.pro rank

Product category

Wealth & Fiduciary Administration Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Private Client/High-Net-Worth Advisory (FSAEAAAN), Family Business & Succession Advisory (FSAAADAL)

Keywords

• Fund administration services
• Family office advisory
• Fiduciary services
• Legal advisory services
• Corporate administration

Headquarters

HQ city

Tórtola

HQ country

Spain

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure

Core offering

Maitland Group is a global advisory, administration, and family office firm providing legal and fiduciary services to institutional and private wealth clients. Its core activity is delivering integrated advisory and administration solutions across multiple jurisdictions, including fund administration capabilities evidenced by its 2017 acquisition of R&H Fund Services (Guernsey). The firm operates as a private, for-profit company founded in 1976 with 1,001–5,000 employees.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Advisory Services Advisory services delivered to institutional and private wealth clients across multiple jurisdictions, covering legal and fiduciary matters as part of Maitland Group's integrated offering.
• Fund Administration Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Direct peers

• Stonehage Fleming: International multi-family office and wealth advisory firm offering investment advisory, fiduciary, and family office services to ultra-HNW families globally. Highly comparable to Maitland's combination of advisory, administration, and family office focus, with similar cross-border jurisdictional reach.
• JTC Group: Jersey-headquartered provider of fund administration, corporate services, and private wealth services with strong Guernsey and BVI presence. Directly comparable to Maitland's administration and fiduciary offerings and to its 2017 R&H Fund Services acquisition.
• Ocorian: Global administration, fiduciary, and corporate services firm serving private clients, funds, and institutional investors across major onshore and offshore jurisdictions. Closely mirrors Maitland's combined administration/advisory/private wealth model.
• IQ-EQ: Global investor services provider specializing in fund administration, corporate services, and private wealth administration across Europe, Americas, and Asia-Pacific. Comparable scope of administration and fiduciary services to Maitland.
• TMF Group: Global provider of compliance, administration, accounting, and fiduciary services in more than 80 jurisdictions. Highly comparable global administration platform serving corporate clients and private clients/wealth structures.
• Sanne Group: Provider of fund administration, corporate services, and private wealth administration across major financial centers. Directly comparable to Maitland's fund services and private client administration lines.
• Trident Trust: Independent corporate, fund, and private client services provider with strong presence in BVI, Cayman, Guernsey, and other offshore hubs serving HNW families and structures. Comparable fiduciary and administration footprint.

Broad incumbents

• Apex Group: One of the largest independent global fund administration and financial services platforms, with a growing private wealth and family office services business. Larger and broader portfolio than Maitland but overlaps materially in fund administration and private wealth services.
• Brown Brothers Harriman: Long-established U.S. private bank and trust company offering investment management, private banking, custody, and wealth advisory to HNW families and institutions. Overlaps with Maitland's fiduciary and investment-advisory offerings but operates a much broader banking and custody platform.
• Maples Group: Cayman- and Ireland-headquartered provider of legal, fiduciary, fund administration, and corporate services to fund sponsors and HNW clients. Comparable legal/administration stack to Maitland though closer to the fund sponsor end of the market.

Market position

Customer concentration

• Xx.com/maitlandgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Maitland Group