Fund Representation, done right

Swiss Representation For Alternative Investment Funds

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.

Contact Us

Meet the team

Roman Pelka

Roman Pelka

Founder & CEO

Roman Pelka is a member of Montfort's executive management team and supervisory board. Roman has been active in the alternative investment industry for over 17 years. Before founding Montfort Capital in 2009 he was a Managing Director at the Carlyle Group.

Gabriel Kurland

COO

Gabriel Kurland is a member of Montfort’s executive management team. Gabriel has acquired a strong experience as a hedge fund specialist during the past 14 years. Prior to joining Montfort, he worked at Riva Capital, a Geneva based Fund of Fund, where he was head of research and risk management.

Christiaan de Lint

Christiaan de Lint

Independent Chairman

Christiaan de Lint is the independent chairman of Montfort’s supervisory board. Christiaan is a founder of Headway Capital, a firm specialsing in private equity secondary investments. Prior to Headway, Christiaan was part of the investment team of Coller Capital where he sourced, evaluated and closed private equity secondary investments.

Jérôme de Lavenère Lussan

Jérôme de Lavenère Lussan

Supervisory Board Member

Jerome Lussan is a member of Montfort’s supervisory board. Jerome is part of a rare breed of experts who can focus on legal and commercial issues all in one. With a vast knowledge and understanding of the regulatory, fiscal and legal requirements that affect the global asset management industry, he is able to combine that with the needs of the investors.

Emilie Thomas

Emilie Thomas

Emilie Thomas is a member of Montfort’s operations team. Before joining Montfort Emilie worked for the Canton of Wallis District’s Court of Entremont. Before that she completed a legal apprenticeship at the Swiss law firms Hertig & Marmy SA and Couchepin & Coudray SA. She received a bilingual law degree from the Universities of Basel and Geneva. Emilie is Swiss and speaks French, German and English.

Baptiste Pfefferle

Baptiste Pfefferle

Baptiste Pfefferle is a member of Montfort's Operations Team. Prior to joining Montfort Baptiste worked in the global financial compliance crimes team at J.P. Morgan (Suisse) as compliance analyst. He was responsible for AML monitoring, counter terrorism financing and sanctions screening for all booked activities. He holds a B.Sc. in Management from HEC Lausanne and a M.Sc. in statistics from the University of Neuchâtel. Baptiste is Swiss and fluent in French and English.

Anja Klanjscek

Anja Klanjscek

Anja Klanjscek is a member of the Montfort's Business Development team. Anja holds an LL.B from the European Faculty of Law in Nova Gorica. Anja is Slovenian and speaks Slovenian, English, German and Serbo-Croatian.

Sophie Winssinger

Sophie Winssinger

Sophie Winssinger is a member of Montfort’s operations team. Sophie started her career in 1996 in investment banking in London. She worked in the Leveraged Finance department at Bankers Trust and Morgan Stanley. She then joined Whitney & Co, one of the oldest US venture capital firms before moving to Charterhouse, a leading private equity firm investing in large European buyouts. She received her undergraduate business degree from the Université de Louvain-La-Neuve in Belgium with a one year finance specialization at Georgetown University. Sophie speaks French, English and German.

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.

No conflicts

Montfort is an independent firm owned by the operating executives.

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

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Contact

Client Service

[email protected]
T: +41 (22) 508 1547


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