Aqua, a family office and corporate focused provider of trust & fiduciary services, is Boston’s third acquisition since Horizon Capital invested less than 2 years ago. This latest transaction significantly broadens Boston’s jurisdictional footprint adding presence in Jersey and the UK.
Aqua Group was established in 2012 with the aim of helping families and their businesses achieve their financial expectations through excellent, consistent client service and the application of technical and strategic approaches to their objectives. The company has been recognised with a number of industry accolades including Citywealth Gold and Trust Company of the Year awards. Managing Director Jo Luce has also been recognised in Citywealth’s Power Women Awards for female leadership.
”Aqua Group has taken a very similar approach to Boston in terms of developing long-term trusted relationships with clients that often require complex asset management arrangements and may span several generations. Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service. Like Boston, Aqua Group has taken pride in developing its people and we are delighted that all the Aqua staff will join us, allowing us to offer a broader range of services to clients across all of our jurisdictions, which will now include Jersey and the UK.
Katherine EllisCEO, Boston MFO
”Aqua has always appreciated the inherent dynamism of our industry and the deal with Boston will allow us to offer clients and their advisors greater commercial expertise and relevant experience cross-borders, providing opportunities and managing risk to individual appetites. We have always understood that our families require a wide range of services, beyond that which is offered by the traditional financial service providers, and we look forward to working together with Katherine and the Boston team to develop exciting and mutually beneficial new relationships.
Jo LuceManaging Director, Aqua Group
”The acquisition of Aqua Group is consistent with our plan to enhance the client offering and expand the jurisdictional presence of Boston MFO into the Channel Islands, alongside our Isle of Man and Malta offices. We are delighted to welcome an exceptional business and experienced team to Boston MFO and will continue to focus on scaling the Group through organic growth and complementary acquisitions.
Adam LewisPartner, Horizon Capital
