Expertise
We are an experienced partner for investment foundations. You benefit from our size, established market position and many years of experience in the business with collective capital investments.
Private label investment groups
Would you like to efficiently outsource the administration and management of some or all of your investment foundation’s investment groups? Private label investment groups provide you a tailor-made solution: You focus on your core competencies in the value chain. We handle the remaining tasks in the background.
Why private label investment groups?
A private label investment group allows you to bring your investment idea to market as a proprietary product for your affiliated institutions and beneficiaries – while minimising the workload for administrative tasks and ensuring compliance with regulatory requirements. We support you with product structuring, administration and business management. In this way you boost your efficiency and ensure professional, regulatory-compliant governance.
Your benefits
The investment groups of your own investment foundation
Private label investment groups
Do you possess investment expertise – as an asset manager, through an investment committee or in collaboration with an external partner – and would like to efficiently outsource the administrative and regulatory tasks for your investment group? If so, a private label investment group is the ideal solution for you. This model is designed for investment foundations with specific investment needs that are not met sufficiently by a standard investment group, and for institutions with special requirements and restrictions.
A private label investment group offers you:
- customised positioning vis-à-vis affiliated institutions and beneficiaries;
- focus on your core competencies: investment expertise (e.g. investment committee, external advisor) and personalised service for your clients;
- asset management handled by you or an external asset manager;
- efficient outsourcing of administrative tasks, ranging from accounting to reporting;
- regulatory responsibilities of business management either handled by you or delegated to us;
- custody of fund assets with Zürcher Kantonalbank or another custodian bank; and
- comprehensive support with product structuring and coordination with the relevant authorities.
Frequently Asked Questions
What is a private label investment group and for whom is it appropriate?
What is a private label investment group and for whom is it appropriate?
This vehicle is a customised investment group within your own investment foundation. It is managed under your name and in accordance with your specifications. It is suitable for investment foundations with specific investment needs or special requirements that are not met adequately by standard solutions.
Which tasks can I outsource, and which do I retain?
Which tasks can I outsource, and which do I retain?
You focus on client service and your investment expertise – whether acting as an asset manager, through an investment committee or in collaboration with an external partner. We handle administration, accounting, reporting and, if needed, business management tasks.
Is the model also suitable for existing investment groups?
Is the model also suitable for existing investment groups?
Yes. Existing investment groups can also be managed as private label investment groups. Together we analyse your current structures, processes and regulatory requirements. Then, based on this assessment, we develop a solution that enables a seamless transition.