[D/E]


Consulting

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
Asset Manager
Administrators and Mutual Fund Trustees
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
Business Consulting: Definition of structure and partners of collective investment products
Evaluation of custodians and administration partners
Write ups of Business Cases
Coordination with overall planning
Coordination of external experts (Law/regulatory, tax, channels)

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