EXPAND YOUR CAREER HORIZONS
WITH BOSTON

EMBRACE CHANGE, KNOW DIFFERENT

We are building something different here. It’s more than just a team, or a company, or a slogan. We hunt for the most ambitious and talented people we can find, give them resources and direction, and unleash them on the world of private wealth. Clients love it, intermediaries need it, and our staff enjoy it.

We need people who share the vision and want to be a part of something truly progressive, so if that’s you, then make your voice heard by getting in touch. We’d love to find out more about you.

A Family Business

It’s in the name. We’re a family owned business and that permeates our culture. Relationships really matter, and we pride ourselves on being flexible, supportive, and empowering. Private healthcare, ‘death in service’, and generous contributory pension plans all come as standard, and we operate protected bonus funds for staff that come before executive pay-outs.

Reliable Leadership

The experienced and respected professionals who make up our leadership team come from a wide range of backgrounds. We’re proud to have naturally balanced boards in terms of both age and gender, helping us build an inclusive culture in which senior staff are approachable, and a structure that keeps them accountable.

A Place To Grow

With us you aren’t just a cog in a machine, spinning in place until you wear out. As a boutique, service-focused company, we know that investing in our staff is the best way to develop our clients. Personal mentoring, on the job training, and opportunities for advancement at home or abroad are available for every phase of your career.

BASED IN THREE JURISDICTIONS

Isle of Man

Based in the capital, Douglas, our modern and spacious head offices are conveniently located and offer the option of designated parking for those commuting from the country. The rooftop terrace is popular with staff, offering excellent views of the bay and a quiet spot for lunch or just a quick break.

Malta

Our recently refurbished offices in Sliema are very central, conveniently located for the ferry to Valetta or for popping out to a seaside café or a spot of shopping for lunch. The local team are also well known for their parties, making the most of the sunshine capital of Europe.

Dubai

Our newest office is situated in the Emirates Financial Towers, right in the heart of the Dubai International Financial Centre. The small office still has that start up feel that comes from building a new offering in one of the world’s most dynamic financial centres.

Latest Vacancies

Accounts Manager

Salary:

€35,000 – €40,000 based on experience

Location:

Sliema, Malta

Type:

Permanent

The Role:

We are looking for an Accounts Manger to head the accounting team and provide additional managerial resource. The primary responsibilities of this role include the implementation of procedures, and to assist in client servicing through the preparation of financial statements and to review/supervise work performed by the accounting team.

Specific Responsibilities and Accountabilities:

  • Liaise closely and primarily with the administration team with regards to clients’ requirements from an accounting perspective
  • Head the accounting team as the direct line manager
  • Prepare and review financial statements including Tax and/or VAT returns where applicable to Malta
  • Assist all the Malta accounting team members with any queries, assign work and specific tasks and review/supervise the work undertaken
  • Liaise with the administration team to obtain information and supporting documentation to allow for the timely preparation of financial statements and statutory returns
  • Ensure that all the tasks within the assigned portfolio of clients are completed in accordance with statutory requirements
  • Provide general assistance on finance matters including payroll and general statutory requirements to all staff members as required
  • Ensure accounting team members update timesheets on a daily basis and approve timesheet entries
  • Liaise with auditors on Malta company accounts
  • Assist Directors in reviewing and assessing the requirement for additional members of staff and assist in shortlisting and interviewing possible candidates
  • Highlight and report significant matters on general accounting issues, team performance and other matters arising
  • Assist the administration team with reviewing and solving high level queries and/or complaints received from clients
  • Review and approve vacation leave for Malta accounting team and oversee general absence incl. sick leave
  • Assess new staff members within the accounting team primarily during the probation period and thereafter to ensure that all staff members are competent and knowledgeable enough to undertake the tasks as assigned
  • Ensure that all staff members within the accounting team are fully aware of their responsibilities and that adequate training has been provided to allow staff members to deliver effective service to the clients
  • Assist the Directors in the preparation of the board reports and other specific requests that may arise in relation to board issues
  • Signatory on specific client bank accounts if required
  • Perform other duties as assigned by the Directors

The Candidate:

We would expect the successful candidate to be highly driven with excellent written and spoken English and to take the initiative to oversee the Accountancy function and ensure to retain acceptable standards. The individual must have managerial skills and a good working knowledge of the Maltese VAT and Tax systems. The successful candidate must be a fully qualified accountant with at least 3 years’ experience in accounting, preferably experience in client accounting.

The Benefits:

We are an independent, privately owned professional services group. We offer bespoke family office and fiduciary solutions to high net worth individuals, families and corporate clients. Our responsible approach to building and protecting wealth stems from our history as a family office and we boast a truly intimate understanding of the demands and expectations of wealth stewardship. Based in Sliema, we offer a fun and flexible working environment.

The Company:

Salary is negotiable based on experience. As a family-owned business, we understand the importance of investing in our employees and their families, so the role comes with private healthcare and performance related bonuses. The business also supports attendance of relevant training courses.

Compliance Manager

Salary:

€30,000 – €40,000 based on experience

Location:

Sliema, Malta

Type:

Permanent

The Role:

We are looking for a Compliance Manager to manage the compliance function within the company.

Specific Responsibilities and Accountabilities

  • Conduct the necessary periodic risk reviews for all clients/client entities and take the necessary action based on the risk ratings
  • Evaluation of risk and due diligence for potential new clients, including conducting the necessary checks to evaluate whether to take on the client or not
  • Attending to the required reporting for the company and all the client entities as necessary (including but not limited to CRS, FATCA)
  • Retaining internal compliance registers (Including but not limited to; PEP register, Complaints register, UBO register)
  • Maintain documentation of compliance activities, such as complaints received or investigation outcomes
  • Conduct periodic internal reviews or audits to ensure that compliance procedures are followed
  • Assess the various types of business risks and develop risk management strategies
  • Conduct internal audits to ensure adherence to environmental applicable compliance regulations
  • Identify compliance issues that require follow-up or investigation
  • Conduct or direct the internal investigation of compliance issues
  • File appropriate compliance reports with regulatory agencies (including but not limited to; FIAU, MFSA reports)
  • Serve as a confidential point of contact for employees to communicate with, seek clarification on issues or dilemmas, or report irregularities
  • Discuss emerging compliance issues with management or employees
  • Provide employee training on compliance related topics, policies, or procedures
  • Coordinate the required external training for all staff
  • Review of all external communications to ensure there are no violations of standards or regulations
  • Prepare management reports regarding compliance operations and progresses
  • Monitor compliance systems to ensure their effectiveness as required
  • Report violations of compliance or regulatory standards to duly authorized enforcement agencies as appropriate or required
  • Ensuring that the company is GDPR compliant at all times, and assuming the role of Data Protection officer, coordinate reports of breaches in a manner required by the Maltese regulations
  • Keep informed regarding pending industry changes, trends, and best practices and assess the potential impact of these changes on organizational processes
  • Design or implement improvements in communication, monitoring, or enforcement of compliance standards
  • Verify that all company and regulatory policies/procedures have been documented, implemented, and communicated
  • Direct the development or implementation of compliance-related policies and procedures
  • Review or modify policies or operating guidelines to comply with changes to regulations, whilst ensuring that any updates are circulated to, read and understood by all staff
  • Attending to any internal STRs submitted and filing any external STRs as necessary
  • Verify that software technology is in place to adequately provide oversight and monitoring in all required areas

The Candidate:

We would expect the successful candidate to be highly driven individual with excellent written and spoken English, who will take the initiative to oversee the compliance function and ensure to retain acceptable standards. The individual must have excellent reporting skills and eye for detail. The successful candidate will have a compliance qualification or relevant training relating to AML, CDD, Governance Risk and Compliance and will have at least 2 years’ experience handling compliance tasks as outlined above.

The Benefits:

We are an independent, privately owned professional services group. We offer bespoke family office and fiduciary solutions to high net worth individuals, families and corporate clients. Our responsible approach to building and protecting wealth stems from our history as a family office and we boast a truly intimate understanding of the demands and expectations of wealth stewardship. Based in Sliema, we offer a fun and flexible working environment.

The Company:

Salary is negotiable based on experience. As a family-owned business, we understand the importance of investing in our employees and their families, so the role comes with private healthcare and performance related bonuses. The business also supports attendance of relevant training courses.

Office Support

Salary:

€20,000 – €25,000 based on experience

Location:

Sliema, Malta

Type:

Permanent

The Role:

We are looking for an individual who will take responsibility for the smooth running of the office on a day to day basis, taking charge of the Human resource function and assisting with specific client tasks.

Specific Responsibilities and Accountabilities

  • Overseeing general admin staff (if necessary)
  • Approval of timesheets when required
  • Invoicing of clients and following up with clients to ensure payment of invoices
  • Taking charge of the debt collection for the company
  • Monthly reconciliation of the client money account
  • Liaising with staff, suppliers and clients, as and when necessary
  • Implementing and managing office administrative procedures
  • Organising meetings and coordinating the director’s diaries
  • Booking of Travel; transport, accommodation and international conferences
  • Organising company events and conferences
  • Assistance with organising internal training for staff
  • Approval and booking of external training courses for staff, including the retention of proper records regarding the training provided to staff
  • Assisting with the amalgamation of reports for the directors
  • Attending managers meetings, including preparation of minutes and the retention of proper records in this regard
  • Retaining all company records in a satisfactory and updated manner
  • Seeing to the day to day needs of the office, including; cleaning service, air-condition maintenance, ordering of kitchen supplies, etc.
  • Managing the day to day budget of the office, including the social committee budget
  • Sorting of company mail received
  • Ordering stationary and furniture

The Candidate:

We would expect the successful candidate to be highly driven with excellent written and spoken English and be able to take charge of the day to day coordination of the office and other specific tasks as outlined above, without constant supervision. We would expect the candidate to have A level standard of education (Individuals without an A level standard of education will be considered, solely if they have more than 5 years’ experience) and a minimum of 2 years’ experience in a secretarial position of general office management position.

The Company:

Salary is negotiable based on experience. As a family-owned business, we understand the importance of investing in our employees and their families, so the role comes with private healthcare and performance related bonuses. The business also supports attendance of relevant training courses.

Senior Client Accountant

Salary:

€25,000 to €32,000 based on experience

Location:

Sliema, Malta

Type:

Permanent

The Role:

We are looking for a Senior Client Accountant to join our growing Maltese team, reporting directly to the head of client service. The primary responsibilities of this role are to head the accounting team, provide additional managerial resource, and assist in servicing clients through the preparation of financial statements and reviewing or supervising work performed by the accounting team.

The role includes:

  • Liaising closely and primarily with the administration team with regards to clients’ requirements.
  • Preparing/reviewing financial statements including tax and/or VAT returns for both Malta and Isle of Man entities.
  • Assisting the Malta accounting team members with any queries and assign work and tasks.
  • Ensuring that all the tasks within the portfolio of clients are completed in accordance with statutory requirements.
  • Providing ad-hoc valuations, reconciliations, and other financial reports as may be required by clients.
  • Liaising with relevant parties to obtain information to allow the preparation of financial statements and returns.
  • Ensuring service standards and company policies and procedures are adhered to.
  • Using best judgement to highlight and report significant matters to management.
  • Maintaining exceptional levels of service across the portfolio at all times with the emphasis on “adding value”.
  • Supporting existing client relationships as required.

The Candidate:

We would expect a successful applicant to have a number of years’ experience in a relevant financial services environment and to hold a recognised qualification such as ACCA. We are also looking for:

  • Good understanding of accounting and VAT principles and how they apply to client circumstances.
  • Excellent communication skills and the ability to establish productive working relationship with team members.
  • Experience of one or more related accountancy software packages and a knowledge of relevant applications.
  • A good understanding of trust and corporate services and their practical applications.
  • A good understanding of Maltese tax and VAT implications, Malta Companies Acts, and AML/compliance legislation.
  • A basic understanding of banking procedures and practices.
  • A disciplined and organised approach.

The Benefits:

We are an independent, privately owned professional services group. We offer bespoke family office and fiduciary solutions to high net worth individuals, families, and corporate clients. Our responsible approach to building and protecting wealth stems from our history as a family office and we boast a truly intimate understanding of the demands and expectations of stewardship. Based in Sliema, we offer a fun and flexible working environment.

The Company:

Salary is negotiable based on experience. As a family-owned business, we understand the importance of investing in our employees and their families, so the role also comes with private health care and performance related bonuses.