Thursday, 16 January 2014

Butterfield acquires Legis trust business

Bermuda head-quartered Bank of NT Butterfield & Son Limited (“Butterfield”) has announced that it is to acquire the trust and corporate services business of Guernsey based Legis Group (“Legis”).
Thirty-five staff will move from Legis to Butterfield in the deal, which is Butterfield’s first acquisition since 2007, when it acquired the Bentley Reid Group.  Butterfield Group operates it trust business from five jurisdictions: the Bahamas, Bermuda, the Cayman Islands, Guernsey and Switzerland.
Essentially, the deal (which remains subject to regulatory approval) will hive off Legis’s private client business to Butterfield, leaving Legis, and the 50 or so staff who will remain with it, to focus on fund administration and tax advisory services. 

Legis was established over 30 years ago by partners of Ozannes law firm (now part of Mourant Ozannes) and was acquired by the management team in 2011.  The Butterfield transaction follows a trend for specialization within the industry.

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