Fund Representation, done right

Swiss Representation For Alternative Investment Funds

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Our Services

Swiss Fund Representation

Montfort provides compliant, efficient and cost effective Fund Representation Services in Switzerland.

Our clients include some of the world’s most respected alternative managers.

Fund Representation

  • Specialist provider to leading alternative funds
  • Efficient on-boarding process
  • One Stop Solution incl. Paying Agent

Distribution Support

  • Visibility support vis a vis Swiss investors
  • Placement partner network
  • Appointed distributor

Distribution Advisory

  • Strategic fundraising advice
  • Investor intelligence and local insights
  • Market entry & development

Private Market Advisory

  • Secondaries
  • Fund work outs
  • Listed Private Equity

Our team comprises senior executives from the alternative asset management industry.

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Why Montfort

We work with 8 of the top 10 global alternative managers.

  • Market knowledge: deep Swiss investor insights from longstanding capital raising experience
  • Pedigree: Team members previously with The Carlyle Group, Morgan Stanley, JP Morgan
  • Our clients manage over $600bn of alternative assets
  • Regulated by FINMA, independent, no conflicts

Specialization

We focus exclusively on alternative funds and have tailored our business processes for this segment.

Experience

Our team is comprised of seasoned executives with relevant and international experience. We understand off shore fund structures, alternative investment strategies and their distribution process.

Swiss Quality

Montfort operates independently while benefiting from the institutional support of its shareholder.

Value

We offer transparent and competitive pricing combined with efficient onboarding and monitoring processes. This will save you time and money.

“Over 70% of our clients selected Montfort based on a recommendation from their peers or their legal counsel”

“98% of our clients were either “happy” or “very happy” with the onboarding process”

Why Switzerland

Top 5 market globally for alternatives fundraising.

Diverse investor landscape

  • Family offices
  • Pension funds
  • Fund of funds
  • Wealth management platforms

Alternatives “ready” investor base

  • Dedicated private equity and hedge fund allocators
  • Established alternative allocations
  • Appetite for new managers and niche strategies
  • Appetite for off-shore fund structures

Clear and cost effective regulatory framework

  • No registration with the Swiss regulator
  • No regulatory reporting
  • No depositary required
  • No AIFMD/Mifid rules

A good place to do business

  • All major allocators can be covered in a 2-4 day roadshow
  • English widely spoken

Latest News & Articles

News
July 4, 2024

The Distribution Challenge: Finding EU Distribution Solutions for non EU-Fund Managers

A deep-dive into the challenges and solutions of distribution in the EU in the latest edition of Insight/Out. Partnering with FinDeal Advisers S.A. enables Mont-Fort Funds AG to offer our…

montfortswiss
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News
January 8, 2024

Feel the Berne! Berne Financial Services Agreement between UK and Switzerland

Many years have passed since Brexit, and clarity is slowly returning around cross border financial service regulation. On December 21, 2023, Switzerland and the UK signed a mutual recognition agreement…

montfortswiss
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News
May 17, 2022

EU & Swiss fund distribution – yes, we can(t)!?

Brexit, AIFMD review, MIFID Cross Border Marketing Directive, Swiss FinSA…. Several material regulatory and political developments lie behind us. Whilst there is more to come, this is an opportune time…

Roman Pelka
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