First Names Group - Corporate and Institutional Services9

C O R P O R AT E A N D I N S T I T U T I O N A L S E R V I C E S

. . . T H A T S M A L L I S B E A U T I F U L

So we will never lose our boutique culture, regardless of how much we grow

. . . I N O U R P E O P L E

And we are creating an environment that enables them to flourish – so that they can give their best to you

. . . I N M A K I N G T H I N G S H A P P E N

And offer options, ideas and a single point of contact for your multi-country structures

. . . I N O U R A B I L I T Y T O A D D V A L U E

We see the finer detail and the bigger picture, so we can respond rapidly and (often) in unexpected ways

. . . I N C O M M U N I C A T I O N

We operate in several locations and many languages but our people all speak ‘team’

. . . I N F O R W A R D T H I N K I N G

And see technology as a tool for delivering seamless, consistent service across different countries and time zones

. . . I N L O N G - T E R M R E L A T I O N S H I P S

And hope you’ll still be working with us 20, 30 years from now, enjoying the same qualities, attitude and an international business run the way you want

W E B E L I E V E . . .

Old Harry Rocks, United Kingdom

Collaboration and innovation flourish where trust and respect exist.

C E N G I ZG R O U P C H I E F E X E C U T I V E O F F I C E R

O U R B E G I N N I N G . . .

…is a conventional one. We started life in 1988 as a single trust company, and over the next 24 years we expanded to seven locations in the main financial centres of the world.

So far, so ordinary. Then our story gets interesting.

T H E M E T A M O R P H O S I S

As with all businesses, our reason for being is the creation of profit and it would be disingenuous of us to suggest otherwise. But how we have chosen to achieve this gives us an edge and makes us stand out from the crowd.

We have always believed that our people were our biggest asset, and in mid-2012 we set out to prove that a truly people focused culture naturally results in superior client service. And so our adventure began.

T H E R O A D L E S S T R A V E L L E D

From that moment on, we deliberately and consciously put our people at the front and centre of our organisation. In fact, our people-centric focus is woven into the very fabric of our name, First Names Group. It is both a reminder and a promise that our vision is not merely lip service.

We are creating a working environment that encourages all our ‘First Names’ from top to bottom to be open, committed, respectful, commercial, independently minded, professional and positive. We call this our DNA. We recruit and develop talented people at all levels and we support them by investing in their professional development.

Our people have responded by working not just hard, but smart. And it is these motivated, experienced professionals who will take the time to understand your needs, who will give you options and ideas and who have the freedom and the confidence to forge long-term, mutually rewarding relationships with you.

H O W W E G O T H E R EW E A R E F I R S T N A M E S G R O U P A N D I N T H E G E N E S I S O F O U R N A M E L I E S T H E K E Y TO O U R C O N T I N U E D S U C C E S S .

Amsterdam Canal, The Netherlands

A R M I NGROUP MANAGING DIRECTOR


If you give your people your best, they will give you their best.

O U R C U L T U R E O F E X C E L L E N C E

We place high expectations on our people because we know they are up for the challenge. We value independence, intelligence, know-how, experience and a positive outlook.

We look for these attributes when we recruit and we develop and promote them in all our First Names. To all this we add strength of character and a backbone.

The result is a pool of talent that is at your disposal so that you can rest easy in the knowledge that your business is being taken care of by professionals who know their craft and enjoy adding value.

O U R F I R S T N A M E S A R E :

/ professionals who have years of experience and expertise in providing corporate and institutional services, primarily to multinational companies and institutional investors

/ pro-actively involved in client relationships / straight talking and committed to excelling

when it comes to service delivery / valued for their individuality, as well as their

professional qualifications / multilingual - we have extensive language

capability across all of our locations / technically proficient and have a thorough

understanding of complex international tax and operational structures

O U R P E O P L EW E ’ D A R G U E T H AT O U R F I R S T N A M E S A R E A C U T A B OV E T H E R E S T.

Oberhofen Castle, Switzerland

The whole is greater thanthe sum of its parts.

T O N YM A N AG I N G D I R E C TO R , SW I T Z E R L A N D


F I R S T T H I N G S F I R S T

We’re a business built on people and it’s this culture, in combination with our independence from financial or legal institutions, that means we can deliver superior corporate and institutional services.

I T ’ S P E R S O N A L

We recognise that one size does not fit all. We take the time to understand your individual needs, and we take pride in our ability to tailor the right solutions. We believe that what makes us special is the way we share our experience and pool our knowledge, drawing from an extensive, integrated platform of expertise and processes spread among multiple strategic locations.

A U N I F I E D A P P R O A C H

Our approach to service delivery is based on a framework of robust processes and knowledge sharing and this joined-up thinking extends to you.

O U R S E R V I C E S

/ company/entity formation / corporate management / corporate secretarial / domiciliation / financial administration and reporting / human resources administration and payroll / loan/registered agent / relationship management / treasury services

W H A T W E D OW E O F F E R T H E V E R Y B E S T I N C O R P O R A T E A N D I N S T I T U T I O N A L S E R V I C E S .

Brooklyn Bridge, United States

G E N EM A N AG I N G D I R E C TO R , U N I T E D S TAT E S


There is no limit to what you can do or where you can go if you don’t mind who gets the credit.

W E ’ R E I N I T F O R T H E L O N G H A U L

We know that everyone works best when they know and trust one another. That’s why we give our people the encouragement and freedom to form long-lasting relationships with you. It’s also why we make sure that you always have one dedicated First Name assigned to you so that you have a known, trusted single point of contact who knows you and your business.

O U R K N O W L E D G E I S Y O U R S T R E N G T H

Our presence in – and knowledge of – the regulatory landscape in so many of the world’s key financial jurisdictions means we can respond to your specific needs, whether you are a medium-sized business or a Fortune 500 company.

Our commitment to the professional development of all of our First Names also ensures that they are always equipped to deal with the ever-changing and complex corporate environment.

Y O U A R E :

/ multinational companies / Fortune 500 companies / institutional investors

...and operate across a range of industries – aviation, real estate, private equity and capital markets – supported by our specialist teams.

W H O W E D O I T F O R

The team at First Names Group brings the perfect mixture of professionalism and actual caring rarely found in the same firm.

Tower Bridge, London, United Kingdom

There is nothing like a dream to create the future.

T A R I QM A N AG I N G D I R E C TO R , U K


Ireland12 Merrion Square Dublin 2Ireland T / +353 1 673 5480 [email protected]

Suite 6, Rineanna HouseShannon Free ZoneCo ClareIrelandT / +353 61 [email protected]

United Kingdom4th Floor45 Monmouth StreetLondon WC2H 9DGUnited KingdomT / +44 20 7257 [email protected]

LuxembourgAtrium Business Park33 rue du Puits RomainL- 8070 BertrangeGrand Duchy of LuxembourgT/ +352 282 [email protected]

The NetherlandsKeplerstraat 34 1171 CD Badhoevedorp The Netherlands T/ +31 20 305 5750 [email protected]

United States Two Prudential Plaza180 N. Stetson StreetSuite 3500, ChicagoIllinois 60601United StatesT / +1 312 268 5615 [email protected]

Switzerland Am Schanzengraben 25 PO Box 2321 CH-8022 Zurich Switzerland T / +41 44 286 2727 [email protected]

24 Route des Acacias Les Acacias 1227 Geneva Switzerland T / +41 22 318 8118 [email protected]

CyprusChapo Central3rd Floor20 Spyrou Kyprianou Avenue1075 NicosiaCyprusT / +357 22 74 90 [email protected]

W E ’ R E W H E R E Y O U W A N T T O B E

Adolphe Bridge, Luxembourg

A N D R E JC L I E N T S E R V I C E S D I R E C TO R


First things first.

W E ’ R E W H E R E Y O U W A N T T O B E

M A N A G E M E N T T E A M

T I T L E Client Services Director

B A S E D I N The Netherlands

B A C K G R O U N D Anand has helped clients across the world with their accounting issues. He has spent over 17 years in the accounting and auditing field, working for the Big Four accounting firms. He is a Fellow of the Institute of Chartered Accountants of India and an associate member of both the Association of Chartered Certified Accountants in the United Kingdom and the Association of International Accountants.

E N T H U S I A S T I C A B O U T Client interaction – and cricket.

C O N TAC T [email protected]

T I T L E Client Services Director

B A S E D I N Luxembourg

B A C K G R O U N D With 12 years’ experience in the international corporate service industry, Andrej is responsible for client relationships on the fiduciary side. His role entails accounting and corporate administrative matters. Andrej holds both a Masters in Commerce and a Masters in Business Administration and is a Certified Public Accountant (CPA) in the United States and a Fellow of the Association of Chartered Certified Accountants in Europe.

E N T H U S I A S T I C A B O U T Putting things in order– and food.


T I T L E Managing Director

B A S E D I N Cyprus

B A C K G R O U N D Christos is a Chartered Certified Accountant with a Masters in Accounting and International Finance. A key figure in the establishment of the Cyprus Fiduciary Association, he also participated in the consultation process for the formulation of Cyprus fiduciary regulation. With his strong accountancy background, Christos understands how to manage and develop the business.

E N T H U S I A S T I C A B O U T Investing in people – and making his kids Grandmasters in chess.


T I T L E Group Managing Director, Corporate and Institutional Services

B A S E D I N The Netherlands

B A C K G R O U N D Armin has over 23 years’ experience in the international corporate services industry. He has assisted numerous companies to thrive in both mature and emerging markets. Armin has a distinctly international approach to business having served in senior roles at a global outsourcing firm and worked in five countries across Europe and North America.

E N T H U S I A S T I C A B O U T Listening to clients plus identifying and solving their problems – and football.


A R M I N A N A N D A N D R E J C H R I S TO S

For information on the legal and regulatory status of our companies, please visit www.firstnames.com/legal.First Names Group does not provide legal, tax or investment advice and the information in this document should not be regarded as such. FM3_06112014_3_APO

TO N Y


B A S E D I N Ireland

B A C K G R O U N D Oonagh trained as a Chartered Accountant at Ernst & Young, where she learnt the importance of planning for the future. She spent the next 20 years developing her client-centric approach as she advanced from Financial Controller, to Managing Director Corporate and Institutional Services. Her current focus is on expanding the Irish, and the Group’s, corporate business.

E N T H U S I A S T I C A B O U T Making people her priority – and the great outdoors.


G E N E O O N AG H TA R I Q


B A S E D I N Switzerland

B A C K G R O U N D Tony is a fellow of the Swiss Institute of Certified Accountants and Tax Consultants with other 30 years’ experience in the Swiss fiduciary industry. Having spent many years as an auditor, Tony employs his analytical skills to tackle complex projects, making him a highly valued business leader.

E N T H U S I A S T I C A B O U T Adding value – and mountain biking.


T I T L E Managing Director and Global Head of Outsourced Business Services

B A S E D I N United Kingdom

B A C K G R O U N D With 18 years’ experience working across jurisdictions in areas such as outsourcing, tax, business development, capital markets and real estate funds, Tariq has all the requisite skill and knowledge to grow the corporate and institutional reach of the Group. He is a Fellow of the Association of Chartered Certified Accountants and a member of the Chartered Institute of Directors.

E N T H U S I A S T I C A B O U T Helping clients to expand their business platforms globally – and cooking.



B A S E D I N United States

B A C K G R O U N D Gene is a corporate tax professional with over 30 years of experience. He plays a key role in assisting multinationals with their holding and finance structures. He was previously VP of Tax for a Fortune 500 company and a partner with a Big Four firm in addition to being a past president of the Tax Executives Institute, Carolinas Chapter.

E N T H U S I A S T I C A B O U T Helping clients with their global expansion plans – and the Carolina Panthers.


W E B E L I E V E O U R P E O P L E F O C U S E D G R O U P W I L L D E L I V E R S U P E R I O R C L I E N T S E R V I C E .

W E A R E F I R S T N A M E S G R O U P.

W W W . F I R S T N A M E S . C O M

First Names Group - Corporate and Institutional Services9

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