Catalyst is a tech-focused ﬁnancial services organization that is creating a spark in a one-dimensional industry. Our team of highly-skilled, innovative and client-centric individuals – coupled with best-in-class technology – enables us to put our people, innovation and client service at the center of everything we do.
We launched in 2020 as a ﬁn-tech fund services business. Founded by industry veterans seasoned in ﬁnancial services, client management and technology, we saw the opportunity to shake up a stagnant ﬁnancial services industry to deliver a signiﬁcantly superior level of service, solutions and client-centric attention.
DRIVEN BY RESPECT
We respect our clients’ time, their goals and their money. The time we save using highly effcient processes and technology is redirected to deliver a niche level of high-touch client service. We are more than simply serv ice providers, we are business partners with an entrepreneurial mindset. We think fast, we look for alternatives, and when our clients sprint – we sprint with them.
OUR BUSINESS STRUCTURE
Based in the Cayman Islands, with representative offices around the world, we are a privately owned group with 3 business subsidiary units capable of managing the full spectrum of client needs.
01 - Catalyst Fund Administration
Delivers transparency and reporting excellence. We provide clients with real-time access to information and data thereby reducing costs and increasing efficiencies. Our core services include: Net Asset Value Calculations (NAV Calc), Investor Services (Investor Correspondence and RTA), Treasury (Wire Processing and Cash Controls), Portfolio Middle Offce Services (PMOS), and Financial Statement preparation and audit assistance.
02 - Catalyst Fund Services
Provides a full suite of auxiliary fund services to private clients. Our core services include: Registered Office/Agent, AEOI Services (FATCA/CRS), Anti-money Laundering and Compliance Services, Corporate Middle Office Services, Board Support, Bank and Brokerage Account Opening Support, Cayman and US Flings, Certiﬁcations and Notarizations and Fund Identiﬁcation Registration.
03 - Catalyst Accounting
Complements our two other business units and offers core periodic accounting and ﬁnancial statement services alongside any audit support required. Our core services include: Quarterly and Annual Financial Statement Preparation, Audit Liaison and Alignment of Annual Audit, Fund Annual Return (FAR) form completion and ﬁling .
Ultra-High-Net-Worth Individuals & Family Offices
We respect our clients’ time, their goals and their money. The time we save using highly efficient processes and technology is redirected to deliver a niche level of high-touch client service. We are more than simply service providers, we are business partners with an entrepreneurial mindset. We think fast, we look for alternatives, and when our clients sprint – we sprint with them.
STRENGTH IN DIVERSITY
Our always-on approach to providing high-touch client service is geographically enabled by our offices in the Cayman Islands, South America, North America, Europe and Africa. Our staff complement represents 11 nationalities, our average employee age is 35, and 44% of our team members are female. We believe that our strength lies in diversity and that solutions are achieved more efficiently when those with differing viewpoints, cultures and skillsets are united by a common goal.
Our team knows that technology is a silent enabler that provides us with incredible efficiencies and empowers our clients with an unprecedented level of data. We leverage machine learning and Automation Process - alongside modern systems integration - to overcome barriers that our competitors simply can’t. We also believe that technology is evolving at a speed that most firms can’t keep pace with, which is why we have deliberately built our tech environment to be in constant flux and readily adapted as needed.
MICROSOFT @ OUR CORE
Powered by the industry best, Catalyst is a Microsoft house with M365 - and all the apps - running at the heart of what we do. By taking this approach, we are confident that we will always stay at the front of the pack, and deliver an integrated and real-team experience to our clients. Whether it’s communicating via Teams, exposing data through SharePoint, or unlocking the power associated with BI Pro and the Power app suite - our innovation is endless.
With Microsoft at our core, Cat5 is our client experience environment. It is a fully exposed Teams environment in which clients ‘live’ in the same safe space as we do, and where they can interact in real-time - at any time. Gone are the days of clients waiting for an email reply or being unable to find a file. Taking this experience to the next stage is a fully functional Client and Investor Portal, which delivers a level of access to on-demand data, reporting and the transparency of workflows to both clients and investors, in a way that has been previously unseen.