Expertise
We understand your needs and apply our many years of experience and market insight specifically for your benefit. You will have the support of a committed team of specialists.
Private label funds
Would you like to implement your investment strategy in a proprietary fund, without having to establish a complete fund producer? A private label fund gives you a tailor-made solution: You focus on your core competencies within the fund value chain, while we handle the remaining tasks for you.
Why private label funds?
A private label fund allows you to position your investment idea in the market as a proprietary product – with reduced regulatory effort and simplified administration. You retain control over asset management and distribution. Swisscanto Fund Management Company supports you with product structuring, fund administration and fund management. In this way you benefit from an enhanced market presence, high efficiency and rapid implementation.
Your benefits
Three implementation options, tailored to your role and responsibility
Private label funds with your own asset management
Private label funds with your own asset management
Do you possess investment expertise and would like to make investment decisions for your fund yourself, while efficiently outsourcing administration and regulatory tasks? If so, a private label fund with your own asset management is the ideal solution for you. This model is designed for Swiss-based banks, asset managers, family offices and insurance companies that want to bring their own fund solution to market – without the full administrative burden of operating an in-house fund producer. While you focus on your core business – asset management and distribution – we handle all other supporting tasks behind the scenes, ranging from fund structuring and administration to compliance with regulatory requirements.
A private label fund with your own asset management offers you:
- an individual market presence and distribution under your own fund brand;
- a focus on your core competency: asset management;
- efficient outsourcing of fund administration, from accounting to reporting;
- reduced regulatory complexity compared to operating your own fund management company;
- custody of fund assets with Zürcher Kantonalbank or another custodian bank; and
- comprehensive support with product structuring, ranging from the choice of legal form to coordination with the authorities.
If you would like to position yourself independently with your own fund solution, this implementation option is the ideal choice for you. We will support you with each step.
Private label funds with your own fund management
Private label funds with your own fund management
Would you like to manage your fund under your own brand and handle the fund management function yourself, while outsourcing the fund’s administration? If so, a private label fund with your own fund management is the right solution for you. This structure is suitable for banks or asset managers licensed to act as a fund management company. You can outsource complex and resource-intensive fund administration tasks for specific asset classes – such as securities, real estate or private equity – to Swisscanto Fund Management Company.
A private label fund with your own fund management offers you:
- an individual market presence and distribution under your own fund brand;
- a focus on your core competency: asset management;
- handling of all regulatory tasks and the product structuring yourself as the fund management company;
- efficient outsourcing of fund administration, from accounting to reporting; and
- custody of fund assets with Zürcher Kantonalbank or another custodian bank.
If you are a fund provider with your own fund management company and would like to outsource administrative tasks efficiently, we are here to support you as a reliable partner.
Private label funds with your own custodian bank
Private label funds with your own custodian bank
Do you represent a bank and would like to expand your business model to include your own fund solution? A private label fund with your own custodian bank gives you full control over investment decisions, custody and transaction processing. This solution is suitable for banks that already hold a license to act as a custodian bank for collective capital investments, or are seeking to obtain one in order to strategically expand their service offering.
A private label fund with your own custodian bank offers you:
- an individual market presence and distribution under your own fund brand;
- a focus on your core competency: asset management;
- responsibility for custody of the fund assets as custodian bank remains with you;
- efficient outsourcing of all fund administration tasks, from accounting to reporting;
- reduced regulatory complexity compared to operating your own fund management company; and
- comprehensive support with product structuring, ranging from the choice of legal form to coordination with the authorities.
If you would like to optimise the use of your existing infrastructure and expand your competencies, this model is the right choice for you. Benefit from our many years of experience!
Swisscanto Fund Management Company drew on its expertise and many years of experience to provide us with excellent support during our switch to a different custodian bank. We also value the competent and collaborative partnership we have experienced with them when implementing other projects.
Tobias Hilpert, Head of Brand Services, Executive Board Member at Thurgauer Kantonalbank
Frequently Asked Questions
How can a private label fund strengthen my market position?
How can a private label fund strengthen my market position?
A private label fund allows you to present your investment strategy under your own brand. This strengthens your market position, enhances your visibility and builds trust among your clients and investors. At the same time, you benefit from our many years of experience and comprehensive support.
Which implementation option for private label funds is right for my institution?
Which implementation option for private label funds is right for my institution?
Which option is right for you depends on your objectives and your existing infrastructure. If you wish to focus on asset management and distribution, a private label fund with your own asset management is ideal. If you hold a license to operate as a fund management company or custodian bank and would like to utilise it, options involving your own fund management company or custodian bank are potential solutions.
What are the benefits of collaborating with Swisscanto Fund Management Company?
What are the benefits of collaborating with Swisscanto Fund Management Company?
As one of Switzerland’s leading fund management companies, we offer decades of experience, deep market insight and Swiss-made quality. We provide our services entirely from Zurich, ensuring close proximity to you as a client. In addition, you benefit from tailor-made solutions, a dedicated team of specialists and efficient, reliable processing across the entire fund value chain.