Swiss Fund Representation and Distribution Services
Montfort provides compliant, efficient and cost-effective Fund Representation and Distribution Services in Switzerland.
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.
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Swiss Fund Representation and Paying Agent
- Specialist provider to leading alternative investment funds
- Guidance on regulatory fundraising requirements targeting Swiss-based investors
- Quick, efficient and responsive onboarding process
- Highly professional client relations team available throughout the relationship
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Fundraising Support and Advisory Services
- Strategic fundraising advice, including investor intelligence and local insights on fund distribution
- Fund placement services – selective service
- 3rd party placement agent network
- Delegated distribution services for regulatory purposes in Switzerland as well as for EU-compliant MIFID fund distribution.
Montfort’s team consists of senior executives with experience as fundraisers, allocators, analysts, and operational specialists in the alternative asset management industry.
Why Montfort
Montfort serves as the Swiss representative for leading alternative asset managers, reflecting the team’s expertise and commitment to high-quality service.
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
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Specialization
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.
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Experience
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.
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Swiss Quality
Montfort Funds operates independently while benefitting from the institutional support of its Swiss shareholder. No conflicts of interest.
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Value
Montfort offers efficient onboarding and monitoring processes. Delegated distribution and other support services are available where relevant.
Why Switzerland
The fifth largest market globally for alternatives fundraising and fund distribution, with an estimated CHF 3 trillion in the private wealth channels.
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Diverse investor landscape and top global wealth management market
- Family offices and HNWI
- Private banks and wealth management platforms
- Pension funds and foundations
- Fund of funds
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Alternatives “ready” investor base
- Dedicated private equity and hedge fund allocators
- Established alternative allocations
- Appetite for new managers and niche strategies
- Appetite for offshore fund structures
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Clear and cost effective regulatory framework
- No registration with the Swiss regulator
- No regulatory reporting
- No depositary required
- No AIFMD/Mifid rules
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A good place to do business
- Clear regulatory framework with low cost of compliance
- All major allocators can be covered in a 2-4 day roadshow
- English widely spoken
Latest News & Articles
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February 18, 2025
Montfort shares its expertise in IQ-EQ’s Insight series with a guest article: Accessing the Swiss institutional and professional investor market
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December 3, 2024
Q4 Newsletter 2024 – Swiss news – you can have your cheese and eat it!
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September 3, 2024
Q3 Newsletter 2024 – Market Moves and Opportunities: Summer News from Mont-Fort
