Share Plan Administration

We specialise in setting up and administering incentive plans to help you attract, motivate, retain and reward your employees.

Attracting, motivating and retaining key employees is a high priority for all businesses. Incentive share plans that reward your employees with equity participation can provide meaningful differentiation.

How can we support you?

We offer a full suite of share plan administration and trustee services that enable you to align your employees’ interests with your own.

We can provide comprehensive trustee, administration, accounting and reporting services and act as lead in participant relations. Our services support share warehousing and share option plans, and the management incentive plans through the use of an employee benefit trust.

We focus on meeting the needs of evolving private companies and private equity portfolio companies. For larger listed companies, we can provide stand-alone trustee services and work in conjunction with the company’s choice of brokers and plan administrators.

Plan establishment

Management of awards and vesting

Bespoke reporting

Corporate and employee nominee arrangements

Participant relations

Key Contacts

Rob Lucas

Head of Corporate

rob@whitmill.com

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Nicky Baird

Manager, Funds and Corporate

nicky@whitmill.com

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What Our Clients Say

The transfer of administration to Whitmill was seamless and professionally handled from start to finish. The team were responsive, knowledgeable and ensured everything progressed smoothly. We’ve been very pleased with the transition and look forward to the continued relationship.

Corporate Services Client

What truly sets Whitmill apart is their deep understanding of the services provided and the personalised experience they offer. Access to senior professionals is key to the smooth running of our funds and the Whitmill team is exceptional in this regard.

Fund Services Client

The Private Client team at Whitmill are proactive, pragmatic and have unparalleled expertise. Having worked on a number of time sensitive and complex structuring matters, we have direct access to the entire team and consistently receive the highest standard of tailored service.

Private Client Intermediary

Our Sectors

Our sector-focused approach enables us to apply deep market expertise and insight to solutions built to meet your specific needs.

Real Estate

We apply our deep knowledge of real estate structures to provide administration services for commercial and residential portfolios across key global jurisdictions.

Private Equity

We can manage the complex administration and reporting requirements of your private equity funds, enabling you to concentrate on generating value.

Debt

We can leverage our knowledge of private credit transactions to support asset managers and enable them to focus on delivering investor returns.

Private Client

We help high-net-worth individuals and their families plan, protect, and preserve their wealth, providing peace of mind in an ever-changing world.

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