Global Entity Portfolio Management
Mercator® by Citco is the pioneer of specialized Entity Portfolio Management services and a strategic partner for many organizations with a global footprint.
The future of entity management is here, and it’s called Mercator.
Mercator creates lasting partnerships with its clients to meet their specific needs.
Mercator’s unrivalled knowledge and focus on Entity Portfolio Management (EPM), combined with its proprietary technology solution, is evolving the way companies view and manage their portfolio of entities, helping them navigate an increasingly complex regulatory environment. Through its unique technology platform and global operating infrastructure, it harmonizes the governance of its client’s legal entities.
Mercator covers 180 jurisdictions globally, with services delivered by highly-experienced, client-dedicated teams from three centres of excellence that cover all time zones. Central to our offering is our Entica® platform, a custom-built solution offering our clients unparalleled accuracy, transparency and control over entity workflows.
Entica provides a huge array of functionality for users, including:
- A Global Compliance Calendar
- Full Entity Details
- Task Tracking
- Request Management
- Spend Tracking
- Document Management
- Global and Detailed Reporting
- Tailored Authorisation
- Notifications
- Structure Charts
Supporting Services
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Corporate Secretarial and Management Services+ + -
Leveraging decades of experience and the truly global perspective of our proactive experts, Citco Corporate Solutions provides creative solutions spanning corporate administration, entity management and governance across key jurisdictions. We continue to work with clients as a Pathfinding Partner to navigate a smarter path forward towards their most important business goals.
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Entity Incorporation, Merger, Liquidation Services+ + -
As experts in entity life cycle management, Citco Corporate Solutions supports clients in need of entity incorporation, merger and liquidation services. Creating, managing and consolidating registered companies within your portfolio of entities can be seamless with the right preparation and guidance.
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Registered Office/Agent+ + -
It is typically a legal requirement to have a registered office address wherever you establish a company. We can help with this process, using our multitude of locations around the world.
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Corporate Accounting and Bookkeeping+ + -
At Citco, we manage the entire process of preparing accounts to delivering financial statements in various Generally Accepted Accounting Principles (GAAP). Whether you are a multinational, corporate or private client, we ensure that your financial statements conform with the latest accounting principles and standards.
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Real Assets+ + -
Our team uses its deep understanding and experience of Real Assets, combined with industry-leading technology, to deliver a complete and holistic service offering. Covering accounting, investor relations, SPV administration and a host of complimentary ancillary services, we offer our solutions to clients across the globe in a seamless fashion.
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Fund Administration+ + -
Citco is a pioneer in independent fund administration for the alternative investment industry, offering scalable and innovative solutions to meet your specific needs. With a highly experienced team, we cover the whole spectrum of asset-servicing.
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Private Wealth and Family Office Services+ + -
For over 70 years, individuals and families have put their trust in Citco to preserve their assets for future generations. Our dedicated team of private wealth practitioners provide a range of tailored solutions to meet their short- and long-term estate planning and wealth preservation objectives. Whether for personal or corporate assets – structured under Trusts, Foundations, Private Investment companies or partnerships – Citco can support you through its global coverage and extensive experience.
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Swift services+ + -
The commercial gateway enables institutions across the financial spectrum - from banks and corporates to fintechs and alternatives managers - to access the Swift network via their own platforms. It sits alongside Citco’s own Middle Office Solutions Treasury Managed Service which also provides access to Swift for its clients.
Mercator® by Citco
See our full range of pioneering Entity Portfolio Management Reports, which offer direct insight into the cost and time required to manage a global portfolio of entities.
Industry Recognition
HFM US Services Awards 2024
Best Administrator - Overall
HFM Asia Services Awards 2024
Best Administrator - Client Service (Established Managers)
The Drawdown Awards 2024
Fund Administration: Over $500bn (total assets under administration)