Aqua first opened its doors in 2012 as a small independent firm with a handful of clients but a big vision. Over the last 8 years Aqua has grown into a team of over 34 people with operations in Europe, Channel Islands, UK and the Middle East.
Collectively, Aqua people have provided family business services to wealthy families for over 30 years, and in some cases, work with several generations of the same family; ensuring their financial expectations are achieved as the family wealth is protected and handed down.
This personal; hands on experience, gathered over many decades, forms the perfect foundation for Aqua's strong growth and expansion.
Aqua's people believe organic growth and continued success is dependent on providing excellent, consistent client service executing transactions in a sensible way, and delivering strong internal process to reduce risk.
We believe in conducting our business in an honest and fair way but we remain commercial and add value wherever we can. We apply a technical and strategic approach to help our clients achieve what is important to them.
Our vision is to be consistently recognised as a focussed multi-family office offering, this is accomplished largely by supporting our Aqua people in growing their expertise and skill set, which in turn allows them to provide better services to our clients, meeting those clients frequently, and not letting too much red tape get in the way.
Aqua has a great team of professionals who care deeply about their clients' needs. Many of our team members are recognised by their peers in the industry and all work hard to add value to their business.
Our Client Relationship Team's primary focus is on the Clients' needs and requirements in all the jurisdictions that Aqua operates in. They are readily available to attend face-to-face meetings with clients, structure, strategize, oversee projects, manage assets and provide 'hands on' concierge type services to add value to the Client.
The team will focus on business development, participating on Panels and speaking engagements to support Aqua's peers in the industry and to stay alongside the cutting edge of new developments and solutions.
The team is committed to the constant improvement of Aqua's service offerings, seeking to always be Clear, Connected and Capable while adding value across the board.
Our Accounts team handle all accounts and bookkeeping aspects of our Clients' business and assist the Client Directors with budget projections and analysis.
Our Group Finances and internal audit function are handled at Board level ensuring that the business is compliant with reporting requirements and that growth is achieved.
Our Compliance team work across all aspects of the business ensuring that Aqua is in full compliance with all relevant and constantly changing Legislation and Regulations that pertain to the industry, professional standards, accepted business practices, and internal procedures.
Our Compliance team also design and update internal policies and effectively communicate the company's key ethics, principles and compliance regulations which help to mitigate and manage any risk and ensure our Clients receive 'tailor-made' support to meet the requirements set out for their business by each jurisdiction where Aqua operates.
The Client Managers and Administration team's expertise facilitates effective and prudent management of all Aqua's client business and internal reporting functions. The team works directly with Client Directors to draft contracts, agreements and other formal documentation needed to keep all Client entities fit for purpose. This team also supports the Board of Directors with documentation that the appropriate governance structure is in place.
The Secretarial Support and HR teams assist in all departments with both routine office work and specific Client projects. They take care of company filings, document preparation, organising events and travel requirements, Marketing and social media management, as well as focussed project work in collaboration with Client Directors. The team all lend their skill sets across the board and are always ready to jump in to make the business a success.
Aqua strongly encourages learning, formal study and ongoing personal development. Aqua supports that through the “Aqua Training Academy”. While the Training Academy remains a way to serve our clients better, it is also a commitment to the personal development of our team members.
The Training Academy runs parallel with each persons full work schedules, personal and family lives so the onus to succeed is the responsibility of the individual. In turn Aqua provides time allowance for study and exams, financial remuneration for course fees when warranted and incentives when goals are achieved and exams are passed successfully.
Given the work and effort required, Aqua are very proud of the team’s accomplishments and the professional development that different members of the team have achieved.