About Us

Our HiStory

Over the Years

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2000

Mr. Linburgh Martin establishes Close Brothers in the Cayman Islands

Mr. Linburgh Martin started his career with EY and helped to establish their trust company in the Cayman Islands which was eventually sold to Close Brothers, a UK listed merchant bank. Mr. Martin was a shareholder and ran Close Brothers (Cayman) Limited from 2000 to 2012.

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2011

Close Brothers is sold to Intertrust

Close Brothers decided to dispose of all of their operations outside the United Kingdom. This included selling the Cayman operation to Intertrust.

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2012

Intertrust Cayman acquires Walkers Management Services

Intertrust Cayman acquired Walkers Management Services and Mr. Martin was appointed Chairman of the combined operation.

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2013

Mr. Martin disposes of shares in Intertrust

With a change in ownership of Intertrust, Mr. Martin disposed of his ownership in Intertrust Group and retired from the business.

From 2013 to 2016 he managed his personal directorships from home.

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2016

Chartered Financial Partners Established

Chartered Financial Partners (CFP) was established in 2016 by Linburgh Martin with former colleagues from Intertrust Cayman (formerly Close Brothers (Cayman) Limited).

February 2016 – CFP is incorporated in the Cayman Islands.

July 2016 – Linburgh Martin, John Sutlic and Delocita Pope are the initial employees of CFP and move into their offices at Governor’s Square.

October 2016 – CFP was granted a Companies Management Licence by the Cayman Islands Monetary Authority and Deloitte was appointed its auditor.

December 2016 – Susan Thompson joined CFP as a Corporate Administrator.

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2017

Joan Johnston Joins Company

December 2017 – Joan Johnston joined the company as its accountant.

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2018

CFP Takes on Pharmaceutical Company

August 2018 – The company took on a pharmaceutical company to provide various outsourced services.

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2019

Gabriela Neverilova Joins Company

January 2019 – Gabriela Neverilova joined the company as CFO.

The company also took on a fund client to provide accounting and NAV services in January 2019.

September 2019 – The appointment of Mr. Michael Austin to the board of CFP.

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2020

CFP Works Through the COVID-19 Pandemic

It was a challenging year with the onset of the global COVID-19 pandemic from March. CFP complied with public health guidelines from the moment they were required to close the office until they were allowed to return.

During lockdown, the company and its employees were resilient and responded by working from home to meet our clients’ needs. They made extensive use of video conferencing technology to communicate well with our clients and for our own internal communications.

IT systems overall worked well and have been strengthened since, which has bolstered our business continuity plan and will ensure even more resilience and greater ability to respond to future disasters.