Investment Manager & Fund Set-up Solutions
"The fundamental challenge of launching a new Investment Manager and Fund means getting your infrastructure decision right at the formation of the business. Identifying the right long term counterparties (administration, custody and banking) and negotiating competitive fees is a key to long term success."
We offer outsourced CIO/COO/CFO services & New Investment Manager/Fund Set-up
Outsourced CIO
Outsourced COO/CFO & Vendor Selection
New Investment Manager / Fund Set-up
We offer outsourced CIO services in addition to bespoke investment manager and fund set-up:
- Supplement existing investment expertise
- Provide additional oversight or add additional corporate governance over investment decision making.
- This can be coupled with our Economic Substance solutions to help Managers comply with ES regulations.
Our experienced consultants have over 15 years of CFO / COO experience running operations for:
- Hedge/Digital Asset & other alternative funds.
- Real Estate & Private Equity GP / LP’s.
- Prime Brokerage / ISDA set up.
- Vendor Selection for Banking & Custody.
- Vendor Selection for Administration & Valuation.
- Outsourced middle & back office services.
Our experienced Directors have many years first-hand experience setting up and operating Investment Managers and funds (both private and professional funds, GP / LP structures across the BVI, Cayman, Jersey and Ireland).
- We can help Founders to create the right legal and regulatory infrastructure (in conjunction with our trusted law firm partners and tax advisors here in the BVI and Cayman).
- We also have operational due diligence specialists than can help prepare offering materials and get your new Investment Management business ready for attracting seed capital, or the rigors of investor due diligence.