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April 29, 2026

Suntera Global expands US footprint through agreement to acquire Experienced Advisory Consultants LLC (EAC)

Suntera Global, the Jersey-headquartered, independent provider of bespoke fund, corporate, and private wealth services, has entered an agreement to acquire US-based Experienced Advisory Consultants LLC (EAC), expanding its existing US footprint. The deal is subject to completion conditions and is expected to complete in May.

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January 13, 2026

Suntera completes investment by Valeas Capital Partners with regulatory approval

Following the announcement of a new majority equity investor in Valeas Capital Partners in May 2025, Suntera Global has today confirmed that it has secured all necessary regulatory approvals and has completed the investment by the San Francisco-based firm, which sees the exit of UK-based Palatine Private Equity.

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December 18, 2025

Suntera Global extends Asia footprint with Singapore acquisition

Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate and private wealth services, has announced the acquisition of Singapore-headquartered fund and corporate service provider Aurtus Singapore.

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December 9, 2025

Suntera Global enhances Luxembourg presence through strategic partnership with Qualix

Suntera Global, the Jersey-headquartered independent provider of bespoke fund, corporate, capital market and private wealth solutions, has partnered with Qualix S.A. (“Qualix”), a leading Luxembourg-based, technology-enabled boutique services provider to alternative investment funds, corporate and private wealth clients.

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December 9, 2025

Private Equity Wire US Awards Recognize Suntera Fund Services for Outstanding Client Service

Suntera Fund Services is delighted to announce that it has been named “Fund Administrator of the Year: Client Services” at the 2025 Private Equity Wire US Awards. This recognition reflects Suntera’s ongoing commitment to delivering exceptional service and tailored solutions to private fund clients.

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December 2, 2025

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $29.9 billion in assets under management as of Sept. 30, 2025, today announced the acquisition of Sterling Financial Group, Inc. (Sterling Financial), an independent investment advisory firm based in Pasadena, Calif. Terms of the transaction were not disclosed.

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