/Investor DB

Boston Multi Family Office

Family office

Isle of Man · 64 people tracked

Also known as Aqua Uk Holdings Limited

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Investment thesis

Boston is a commercial multi-family office and fiduciary services provider that evolved from a single-family office established over two decades ago to serve three generations of a family, covering asset allocation, next-generation education, estate management, and venture capital interests. It forms, manages, and administers asset holding, protection, and trading structures for wealthy clients and intermediaries, helping them preserve, grow, protect, and transfer wealth across generations. With expertise in complex international fiscal and regulatory environments and a network of advisors, the firm offers boutique, independent, and impartial administration services from offices in the Isle of Man, Jersey, and Malta.

Invests inSector AgnosticBelfastEuropeUnited Kingdom

Source: firm website, verified Aug 3, 2026.

HQ
Isle of Man, IM
Instruments
Equity
Founded
2019

Team · 64 people

from the firm's website
Katherine Ellis· Group CEOin

Katherine Ellis is Chief Executive Officer at Boston Multi Family Office, with expertise in family office, luxury assets, and eCommerce structuring. She qualified with the ACCA in 2002, became a fellow in 2007, and formerly served as the Isle of Man president of the ACCA. She contributed to the launch and growth of the Isle of Man Commercial Yacht Register and Civil Aviation Register, and is a founding member of the Isle of Man Yacht Forum and founding member and Chair of the Isle of Man Aviation Forum.

Alex McNee· Group Director, Mergers & Acquisitions
Alex Ward· Directorin

Alex Ward is a Director at Boston Multi Family Office, where he works with the AQUA Team supporting clients on retirement, succession, and real estate structuring. His areas of focus include bespoke and international pension planning as well as tax planning for real estate structures.

Amanda Potter· Risk & Compliance Director
Amy Adair· HR Manager
Barbara Joyce· Client Relationship Manager
Callan Cooper· Client Relationship Manager
Carley Irwin· Client Relationship Manager
Chris Shimmin· Client Relationship Manager
Daiva Jankauskaite· Management Accountant
Dave Brew· Senior Client Relationship Manager
David Karran· Head of HRin
David Shefford· Senior Client Relationship Manager
Diane Madigan· Client Relationship Manager
Emile Farley· Group Financial Controller
Florentina Alexandru· Administrator
Francesca Epifani· Client Relationship Managerin
Hazel Purvis· HR Manager
Helen Hall· Directorin
Ian Mudie· Senior Client Relationship Manager
Jameel Mohammed· Head of System Development
Jenna Jordan· Senior Administrator
Jo Corteen· Senior Client Relationship Manager
Jo Hamilton· Compliance Managerin

Jo Hamilton is a Compliance Manager at Boston Multi Family Office, working in compliance and risk with a focus on AML/CFT. Areas of experience include risk, training, banking, and client onboarding. Hamilton holds a degree and an ICA Advanced Certificate in AML.

Joan Blake· Client Relationship Manager
Jordan Gautron· Senior Accounts Administrator
Judith Campbell· Head of Belfast Office
Katharine Dickson· Office Manager
Katrina Young· Senior Client Relationship Manager
Kevin Murphy· Client Accounting Managerin
Kristianne Fenech· Directorin
Layana Parkinson· Junior Administrator
Leanna Dobson· Senior Client Relationship Manager
Lesley Cowell· HR Manager
Linda Crooks· Senior Compliance Administrator
Linda Graham· Business Development
Lisa Mutter· Fiduciary Manager
Lisa Whear· Senior Manager Statutory
Luke Murray· Client Relationship Managerin
Marion de Carte· Senior Client Relationship Managerin
Mark Rivers· Compliance Manager
Mary Smith· Client Accounting Manager
Matt Rawnsley-Gurd· Head of Compliancein
Melanie Patterson· Senior Manager – Tax
Nick Gilbert· Chief Financial Officerin

Nick Gilbert is Chief Financial Officer at Boston Multi Family Office, a multinational corporate services provider. His experience spans private equity, publicly listed, and privately owned companies across multiple sectors, and includes work on shared service centre implementation, global banking consolidation, Oracle ERP implementation, and acquisition integrations. He has also held operational leadership of sub-businesses generating combined revenues of €30 million.

Paul Healey· Director
Paul Lawrence· Managing Directorin

Paul Lawrence is Managing Director at Boston Multi Family Office, where he leads the Jersey executive team. Over a career spanning more than 30 years, he has worked with complex international structures for institutional clients, entrepreneurs, and family offices investing in real estate and private equity across multiple jurisdictions.

Rachael Hughes· Head of Sales Operationsin
Richard Grainger· Chairmanin
Roelf Odendaal· Business Development Executive
Ruth Nickell· Senior Corporate Governance Support Administrator
Saalim Gharda· Mergers & Acquisitions Senior Manager
Samantha Willis· Senior Client Relationship Managerin
Sandra Patterson· Manager – Office and Facilities Managementin
Sarah Ingrassia· Managing Directorin

Sarah Ingrassia is Managing Director at Boston Multi Family Office. She qualified with STEP in 2005 and served as a Director of STEP Isle of Man for seven years, and is also a member of the Chartered Management Institute. Her professional focus is in trust and fiduciary matters, and she attended the 2010 Oxford Symposium on Trusts at Jesus College, presenting to the judging panel for the Willoughby Award.

Sarah Mullins· Director
Shauna Schumacher· Business Developmentin
Sheila Jackson· Client Relationship Managerin
Siôn Roberts· Directorin

Siôn Roberts is a Director at Boston Multi Family Office, where he serves as Head of Accounting and Tax. He is a fellow of the Association of Chartered Certified Accountants (ACCA) and a member of the Chartered Institute of Taxation (CIOT), with experience across a range of accounting and tax functions.

Sonia Turner· Receptionist
Stephen Wilson· Chief Operating Officerin

Stephen Wilson is the Group Chief Operating Officer at Boston Multi Family Office. A Chartered Certified Accountant, he has experience in the financial services and ship management industries.

Steven Quirk· Director
Vicki Clucas· Client Relationship Manager
William Steele· Directorin

William Steele is a Chartered Accountant serving as Director of Finance at Boston Multi Family Office. He has worked with small and medium-sized companies through his own professional practice and in industry.

Principals & officers · per Companies House

what is this? ⓘ
Sarah Jane Mullins

Secretary · since 2019

Jacqui Judith Billie Campbell

Director · British · since 2026

John Alexander Norman Ward

Director · British · since 2023

Ownership & control

Boston Group Newco Limited — 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors

Frequently asked questions

What sectors does Boston Multi Family Office focus on?
Boston Multi Family Office focuses on Sector Agnostic.
Where is Boston Multi Family Office located?
Boston Multi Family Office is headquartered in Isle of Man, IM.

Images

Boston Multi Family Office photo

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