It opens an exciting new chapter for both Accuro and Meritus to expand their global footprint and benefit from an operating platform underpinned by the same strategic intent, the same culture and the same advanced technology. Accuro is a leading trust and private office business known for its valued based culture, technical expertise and client service with offices in Jersey, Geneva, London and Mauritius. Meritus, a Bermuda-based trust firm, serves families across the Americas and internationally, specialising in family governance, cross-border trust administration and estate planning. Together, these acquisitions significantly strengthen Opera’s private client offering and expands its geographic reach across the West Atlantic, the Americas, Europe and the Middle East.
Following completion, Opera now operates across eight jurisdictions, with combined assets under administration exceeding $81 billion and a global team of 600 professionals. These acquisitions offer Opera the scale for enhancing resilience and shared capability, while preserving the distinctive strengths and legacies of each individual business.
Opera also announces that Xavier Isaac, Chief Executive Officer of Accuro, has joined the Opera Board as an Executive Director. He joins existing Board members Richard Collenette, Fintan Kennedy, Kim Sgarlata and Matt Westgarth-Smith.
Kim Sgarlata, Group CEO and Executive Director of Opera, comments:
“Completing the acquisitions of Accuro and Meritus marks a defining moment for Opera. This isn’t about scale for its own sake. It’s about bringing together the right businesses, at the right time, with shared values and long-term ownership, to build a stronger, more resilient foundation.
With this first stage complete, our focus now shifts to listening, learning, and integrating with care. Because what we build next matters more than what we’ve just completed.”
Xavier Isaac, Chief Executive Officer of Accuro and Executive Director of Opera, says:
“We chose Opera because of our shared beliefs in purposeful growth, a people-first culture and an unwavering commitment to clients. Having reached the full potential of what an owner and staff managed trust group could offer, we were attracted by Opera’s model of long-term ownership, its strategic goal of filing a gap in the current market and its strategic investment in technology and operations Together, we can preserve the legacy of Accuro while building a unified group that leads with integrity, expertise, thoughtful innovation and the courage to do things differently.”
Michelle Wolfe, Managing Director of Meritus, adds:
“Joining Opera is an important moment for Meritus. From the outset, there was a clear alignment around long-term thinking, technical excellence and personal client service. Becoming part of Opera allows us to continue serving our families with the same integrity and care, while benefitting from being part of a broader group that values investment in people, culture, collaboration and technology.”
Opera is building a different kind of global financial services group, under long-term family ownership, focused on delivering sustainable growth and lasting value for families, founders and fund managers.
Opera is majority owned by Pula, the family office of Stephen Lansdown CBE, co-founder of Hargreaves Lansdown, alongside like-minded investors including Sealyham, the family office of Tom Scott. This ownership model provides patient, long-term capital to invest in people, technology and operating platforms, supporting sustainable growth and a modern approach to trust, corporate and fund services.
To learn more about Opera’s vision and its group of businesses, visit www.operalimited.com. To explore Accuro and Meritus, visit www.accuro.com and www.meritustrust.com.
