Expertise and Innovation in
Fund Management

About

Calderwood, Governance Firm of the Year, offers unparalleled expertise with directors averaging 25 years in finance. Our bespoke, global services set standards in fund governance, blending prestige with personalized solutions.

Services
Fund Governance
Anti-money laundering
Distressed Fund and Special Situations
Independent Representative
Board Support
AEOI - FATCA & CRS
Economic Substance
Insurance Directorships
What we do

Expertise

Explore our expertise in delivering top-tier fund governance and compliance solutions, tailored to the unique needs of global investment funds.

01
Fund Governance
Highly experienced independent directors.

As an award-winning fund governance services firm, Calderwood has one of the most experienced teams in the Cayman Islands. We provide independent directors and a range of governance solutions to many of the world’s largest and most successful investment funds.

Independent director
Fiduciary
Corporate governance
02
Distressed Fund Services and Special Situations
Trusted to take control of difficult situations

Calderwood’s Distressed Fund Services and Special Situations team is one of the most experienced in the Cayman Islands. Our independent directors are routinely engaged in some of the most complex distressed fund and corporate scenarios globally.

Contentious
Insolvency
Fraud
03
Board Support
Effective board meetings professionally documented

Effective board meetings are the cornerstone of good governance. In the current regulatory environment, with such an intense focus on corporate governance, it has become critical for companies and investment funds to establish and maintain a robust corporate governance framework that is clearly and professionally documented.

Corporate secretarial
Record keeping
Corporate governance
04
Economic Substance
Assessing of Economic Substance Service Solutions

We offer a comprehensive range of bespoke economic substance services, that allow relevant entities conducting fund management business, to do so in a way that is compliant with The International Tax Co-operation (Economic Substance) Act.

Compliance
Regulation
Manco
05
Anti-Money Laundering Compliance
Anti-Money Laundering Compliance Services

The Cayman Islands’ Anti Money Laundering (AML) regulatory framework is one of the most robust among leading financial centres. With our industry experts' strong background in regulatory compliance, Calderwood is well placed to assist with meeting these requirements.

AMLCO
Compliance
Regulation
06
Independent Representative
Delays in actioning trades can impact performance.

Amid the heightened regulatory scrutiny in today’s fast-moving investment markets, investment managers have come to understand and appreciate the benefits of Independent Representative services for principal and cross agency transactions. 

Trade consent
Governance
Compliance
07
AEOI - FATCA & CRS
Reduce the compliance burden of tax transparency.

Funds in the Cayman Islands must satisfy certain international tax transparency regulations and requirements, reflective of the Cayman Islands’ role as a highly cooperative international jurisdiction.

Regulation
Compliance
FATCA
CRS
08
Insurance Directorships
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Governance
Reinsurance
Compliance
Who we are

With a highly skilled team, we pride ourselves on being at the forefront of fund governance excellence, driven by individual expertise.

Team

Our global team, stationed in the Cayman Islands, the US, UK, and Asia, unites over 25 years of experience per member. Together, we ensure personalized, strategic fund governance solutions across continents, leveraging our diverse expertise for unparalleled service.

Daneka Curro
Senior Board Support Administrator
Jason Perras
Independent Director
Rena Strecker
Independent Director
Niall O’Dowd
Independent Director
Ronan Guilfoyle
Co-Founder & Director
Wade Kenny
Co-Founder & Director
Casey McDonald
Independent Director
Ben Pershick
Independent Director
Phil Griffiths
Independent Director
Charles Thomas
Independent Director
Anna Goubault
Independent Director
Laura McGrath
Independent Director
Lucy Griffiths
FATCA Compliance Associate
Tina Leswal
Legal Secretary
What we stand for

Our values

Our core values serve as the compass that guides our every action and decision. We are driven by a set of unwavering principles.

01
Excellence

We hold ourselves to uncompromising standards, pushing the boundaries of our expertise to consistently deliver exceptional results. Through continuous learning and staying ahead of legal advancements, we ensure that our clients receive innovative solutions that surpass expectations.

02
Client-Centricity

Our clients are at the heart of everything we do. We are committed to understanding your unique needs, concerns, and goals, and tailoring our strategies accordingly. Our client-centric approach means that we listen attentively, provide personalized guidance, and advocate on your behalf.

03
Collaboration

Collaboration is the driving force behind our success. We believe that the collective wisdom of our diverse team leads to optimal outcomes for our clients. By fostering an environment of teamwork and open communication, we tap into the full range of expertise available within our firm.

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