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Advisory Summit Selects Finbourne as Fund Administration Provider

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Finbourne Technology has been chosen as the strategic fund administration platform for Summit Group, a provider of fiduciary, fund and advisory services.

The enterprise data management platform will consolidate instrument, pricing, holdings and transaction data from various market data providers, custodians and counterparties.

This choice follows an evaluation process intended to upgrade the infrastructure across Jersey, Guernsey and international locations.

“This investment in Finbourne’s platform reflects our continued commitment to providing the institutional-grade, future-ready administration capability that clients expect,” said Summit chief executive Matt Claxton.

The system is intended to deliver investment book of record, fund accounting and transfer agency services from a unified data foundation. This deployment follows the 2025 acquisition of R&H Jersey to expand service capabilities across the Channel Islands.

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