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We consult our clients with the set up and the restructuring of collective investment schemes or investment companies. We work out an overall plan for the implementation of such changes.
Target Groups / Ideal Clients
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Asset Manager |
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Administrators and Mutual Fund Trustees |
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Pension Funds |
On request, we will elaborate a comprehensive partner concept with international service partners. With our own expertise, we focus on the organisation of settlement and administration functions and therefore the evaluation of brokers, custodians, global custodians and Administrators.
For additional areas (e.g. tax, legal) we include in our work specialist knowhow from our clients as well external partners.
Services
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Business Consulting: Definition of structure and partners of collective investment products |
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Evaluation of custodians and administration partners |
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Write ups of Business Cases |
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Coordination with overall planning |
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Coordination of external experts (Law/regulatory, tax, channels) |
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