Private client services

Creating lasting value for private companies and clients

Our integrated service offering means that you only have to maintain one relationship with your trusted business advisor; and we can access the best people across the firm to meet your needs.

Our services include:

Audit and Assurance


Audit services are an important element of our PwC Bermuda practice. We have a strong presence in the local market sector, auditing more than 100 local companies of all industries and sizes, ranging from owner-managed to companies listed on the Bermuda Stock Exchange, as well as numerous local not-for-profit organisations. We also have a number of clients that are wholly owned subsidiaries of international companies.

Our dedicated Private Client Services audit team prides itself on its flexibility to meet your changing needs in these difficult economic times, and in addition to a timely and quality service, will work with you to provide a cost effective solution to your audit requirements. We use our many years of cumulative experience in this market, and our position as trusted business advisor, to match our approach and solution to your specific needs.

But where we really add value is through using our broad and deep understanding of our clients to look behind the numbers to consider what they mean for the business as a whole. We use the audit to explore and think more widely about our clients' businesses and the potential issues they face.

This understanding enables us to offer new solutions to our clients' problems, to help them learn from what has happened and prepare them for, or better still, help them avoid issues in the future.

Other assurance services

During our discussions with prospective audit clients we sometimes find that an audit isn’t the best or most cost effective solution to your needs; our Private Client Services team can also carry out reviews and agreed-upon procedures engagements or other assurance work to give your stakeholders comfort.

Accounting, Trust and Corporate Services

Accounting/bookkeeping services

Our Accounting Services Group provides various levels of accounting services to small and medium-sized local and international clients, who wish us to maintain their day-to-day records and prepare periodic unaudited financial statements.

Our experienced team of accountants offers an efficient value-added service which can range from preparing financial statements to fully outsourcing accounting and payroll services. We can also undertake administrative duties where clients do not require full corporate services. Usually this involves the management of banking arrangements including placing funds on deposit, making payments, funding accounts and preparing reports for clients.

Accounting, Corporate & Trust Services

We provide a wide range of trust administration services including acting as trustee (of private, charitable and purpose trusts), executor, protector, administrator, nominee and escrow agent. Our professionals work closely with each client and their professional advisors to ensure that all objectives are carefully defined and met. We also provide a full range of corporate services to companies incorporated in Bermuda and elsewhere. We can assist whether the company is registered in Bermuda as an exempted company, local company or is incorporated in another jurisdiction but wishes to operate from Bermuda as a Permit company.

Advisory Services

We have dedicated capabilities in the following areas, providing a wide variety of services:

Finance Advisory Services

As the leader of a private company, you need to make sound financial decisions that will not only benefit the business now, but also in the long term. You may be facing the challenges of accessing financing, trying to determine the value of your business to communicate to stakeholders, or considering selling your business or buying another business.

  • Financing Your Business: Advise you on the different sources of capital that make the most sense for your business, including joint ventures, partnerships, initial public offering (IPO) and share offerings, bank financing or private lenders.
  • Valuing Your Business: Assist in determining the fair value of your business and help you understand the strategic or market drivers, operational issues and financial factors that will have an impact on your company’s value.
  • Mergers and Acquisitions: We can perform financial due diligence reviews, perform a risk assessment and assess the timing of the sale of your business and review your processes in preparation to make a deal.
  • Survival and Recovery Strategies: We can develop a plan to help your company survive through identifying and assessing strategies in the face of declining revenues, shrinking margins, working capital shortages and economic conditions.

We offer several financial and related advisory services to help you, including:

Human capital consulting

We provide human capital consulting and outsourcing services that help organisations effectively manage their investment in people. We work with clients in the following areas in order to align people strategies with business strategies:

  • Compensation and benefits
  • Recruitment
  • Organisational effectiveness
  • Performance measurements
  • Compliance and tax
  • Employee communications

Our strategy is to offer multi-disciplinary solutions that strive to make people a sustainable source of competitive advantage.

We also provide executive search and selection services to many local companies.

More information is on our website:

Alistair McNeish
Tel: +1 441 298 9708

Other services

Systems and Process Assurance

Our Systems and Process Assurance (SPA) practice provides services related to controls around the financial reporting process, including financial business process and IT management controls, serving both audit and non-audit clients.


If you are considering expansion of your business into countries outside of Bermuda, we have a local tax practice which is linked in to our global tax network, who can provide you with professional advice relevant to your business plan.

If you are interested in asking us about something that you don’t see listed above, call or email us, and we will discuss your options with you and whether we can help.


Contact us

Arthur Wightman

Territory Leader and Regional Insurance, Sustainability and Markets Leader, PwC Bermuda

PwC Bermuda

, PwC Bermuda

Tel: +1 (441) 295 2000

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