About us.
Our experienced investment specialists are highly experienced and well-versed in a variety of investment and financial areas. Trust in our expertise to achieve the best outcome for your personal and corporate needs.
About us.
Our financial consultants, brokers and attorneys are highly experienced and well-versed in a variety of financial and legal areas respectively. Trust in our expertise to achieve the best outcome for your needs.
$6.7BN
AUM Year-End 2024
32%+
ROCE Year-End 2024
70+
Years of Experience Year-End 2024
543
New Clients AUM Year-End 2024
Area of Practice
Regulatory Announcements
In an increasingly complex regulatory environment, timely and accurate communication is paramount.
HLDT acts as a vital conduit for our corporate clients, ensuring all regulatory announcements are drafted, reviewed, and disseminated with precision.
Whether it’s a mandatory disclosure to a stock exchange or a strategic update to stakeholders, our team navigates the nuances of compliance frameworks to protect your reputation and maintain market confidence.
We monitor regulatory shifts proactively, ensuring your announcements not only meet legal obligations but also reinforce your commitment to transparency and good governance.
Annual and Interim Reporting
Reporting is more than a statutory obligation; it is a key opportunity to communicate value and strategy to shareholders and the market.
HLDT partners with clients to produce robust Annual and Interim Reports that are both compliant and compelling.
We coordinate the entire reporting process, liaising with auditors, legal teams, and internal stakeholders to ensure accuracy and timeliness.
Our expertise ensures that your financial and non-financial disclosures meet all regulatory standards, providing a clear and honest picture of your performance and future outlook.
Annual General Meetings (AGMs)
The AGM is a critical event in the corporate calendar, requiring meticulous planning and execution.
HLDT manages every aspect of the AGM process, from the initial notice and proxy solicitation to the logistics of the meeting day itself.
We ensure all statutory requirements are met, facilitate smooth shareholder engagement, and manage voting procedures with integrity.
Whether hosting a physical, virtual, or hybrid meeting, our team ensures a professional and compliant event that reflects positively on your leadership and respects the rights of your shareholders.
Board and Committee Support
Effective governance starts in the boardroom. HLDT provides comprehensive support to boards and committees, ensuring seamless operations that allow directors to focus on strategic decision-making.
From organizing meetings and preparing meticulous agendas to minuting complex discussions and tracking action items, we handle the administrative burden with the utmost professionalism.
Our team acts as a trusted advisor on procedural matters, ensuring that your board and its committees operate efficiently, comply with their terms of reference, and adhere to best practices in corporate governance.
Statutory Compliance
Navigating the legal landscape of corporate administration requires constant vigilance.
HLDT serves as your dedicated compliance guardian, managing all statutory filings and record-keeping to ensure your entity remains in good standing.
We maintain statutory registers, manage filings with regulatory bodies like CIMA, and ensure adherence to local laws in jurisdictions such as the Cayman Islands and the BVI.
By outsourcing this critical function to us, you mitigate the risk of penalties and administrative errors, giving you the peace of mind that your corporate house is always in order.
Family Office
At the heart of our heritage is a deep understanding of the unique needs of private wealth.
HLDT provides bespoke Family Office services designed to preserve and grow wealth across generations.
We offer a holistic approach that integrates investment oversight, trust administration, and lifestyle management.
Our team acts as a discreet and dedicated partner, structuring assets to ensure tax efficiency, succession planning, and philanthropic impact.
By combining our institutional-grade infrastructure with personalized attention, we empower families to achieve their long-term financial and personal goals with confidence and privacy.
SENIOR EXECUTIVE TEAM
Our Amazing Operations Management Team
Our financial consultants and attorney’s are highly experienced and well-versed in a variety of financial and legal areas. Trust in our expertise to achieve the best outcome for your case.
Issy Kapoor
Assistant Chief Operating Officer
Rachel Abram
Assistant Finance Director
Eliza Colin-Davis
Assistant General Counsel
Hannah Liu
Vice Chief Executive Officer
Years of Expertise & Professionalism
We expertly serve a global clientele with tailored personal and corporate solutions designed to meet distinct requirements.
Our dedication to excellence, supported by a robust network and digital innovation, guarantees an unmatched service experience.
