Fund Representation, done right

Swiss Representation For Alternative Investment Funds

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.

Contact Us

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


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


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.


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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