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About Us

At the Summit Group, we specialise in providing trusted fiduciary and administrative services.

We focus on tailored solutions, helping our clients to grow, protect and pass on their wealth.

Our expertise in trust and company services ensures continuity in an increasingly complex world.

Our independence allows us to act impartially and in the very best interests of our clients.

Our values uphold our image

 

Responsibility

We take ownership of our actions and prioritise the well-being of our clients.

Integrity

We uphold the highest ethical standards, fostering trust and confidence in our services.

Continuity

We ensure seamless transitions and unwavering guidance to support long-term success.

Excellence

We believe in genuine relationships, providing authentic and sincere interactions with our clients.

Responsiveness

We are dedicated to promptly addressing client needs, delivering timely and tailored solutions.

Our journey

1

Formation

In September 2021, a powerful collaboration was forged as Summit Trust and Aquitaine joined forces, uniting vast expertise and expanding capabilities.

 

2

Ambition

Backed by Sovereign Capital Partners, our shared ambition drives us to build the best independent fiduciary services business, helping clients and their families with protecting their wealth.

3

Now and the future

Continuously evolving, we remain committed to delivering exceptional trust and company services.

Our approach

We put our clients at the heart of everything we do and care for their wealth as if it were our own.

We respect our people, striking a balance between a close-knit, family-feel approach, steadfast professionalism and the highest standards of a growing international business.

Our values drive our work. We believe in playing our part to contribute to wider society.

We prioritise long-term wealth preservation for our clients but also enjoy working with families and their advisers who embrace the concept of being tax proud, which translates into our positive tax practices.

Discover our Group companies

Aquitaine Group Limited

A trusted name in fiduciary services since 2008, Aquitaine combines institutional expertise with personalised, high-quality solutions – expanding globally through strategic partnerships and acquisitions.

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Summit Trust International SA

Founded in 1999 and operating from multiple international offices, Summit Trust excels in providing administrative services for private trust companies, family offices, and high-value strategic asset management.

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Our international presence

The Summit Group has offices in the Cayman Islands, Guernsey, Switzerland and the United Kingdom.

We proudly serve the interests of our clients in over 30 countries, with plans for further expansion into additional jurisdictions.

Explore Our Locations

 

Our commitment to environmental, social, and governance principles.

We are committed to being responsible citizens and actively contributing to positive change.

We strive to create mutual success with our clients, while also fostering thriving local communities.

We firmly believe that when the environment and society prosper, it should benefit everyone.