Private Label Funds
There are good reasons to establish an individual fund: on the one hand, you ensure fundamental influence on the asset allocation of the fund and therefore the fund’s development. On the other hand, you generate a marketing instrument with personal character. By establishing your own individual fund, you – the asset manager – have an attractive instrument which you can offer under your own name exclusively to your clientele.
We are happy to accompany you from the fund concept to the fund creation: we handle everything related to approval – including everything necessary pursuant to supervisory regulations.
Together with the Apex Group, we provide the client with fund accounting and tax reporting and, of course, are also available to serve as depositary for your fund.