Montfort serves a global client base of leading managers across North America, the UK, Europe, and Asia. For over a decade, Montfort has specialized in high-quality representation and distribution services for alternative investment clients, including private equity, credit, infrastructure, venture, and hedge funds.
Market knowledge: deep Swiss investor insights and extensive networks from longstanding capital raising and allocation experience
Pedigree: team members have between 10- and 30-years’ experience in the investment fund space, previously with The Carlyle Group, JP Morgan, Mirabaud
Regulated and authorized by FINMA as a Swiss Fund Representative since 2014
Montfort focuses exclusively on alternative funds targeting Qualified investors and has tailored its business processes for this segment. Over half of Montfort’s clients have fund structures ranging from EU, USA, UK and certain offshore jurisdictions.
Montfort’s team consists of experienced executives with global expertise in alternative investments, offshore fund structures, and distribution processes, allowing them to effectively address Swiss distribution queries and needs.
Montfort Funds operates independently while benefitting from the institutional support of its Swiss shareholder. No conflicts of interest.
Montfort offers efficient onboarding and monitoring processes. Delegated distribution and other support services are available where relevant.
February 18, 2025
December 3, 2024
September 3, 2024
