Yes, all offshore funds can be distributed in Switzerland, but only to Qualified investors. Only UCITS structures may be offered to retail investors, and then need to be registered with FINMA through a representative. Mont-Fort Funds does not provide these services as the focus is only on funds targeting qualified investors for fundraising.
Offshore funds are always in demand among Swiss investors, particularly among qualified investors like institutional investors, private banks, high-net-worth individuals and family offices. The demand for offshore funds in Switzerland stems from several factors:
Diversification: Offshore funds provide Swiss investors with access to international markets and unique investment opportunities, enhancing portfolio diversification beyond local options. Historically, alternative investments have always been used and been in demand.
Specialized Investment Strategies: These funds often grant access to specialized or alternative investment strategies, including private equity, hedge funds, real estate, and emerging markets, which may be harder to access through Swiss-regulated funds.
Tax Efficiency: For some qualified investors, offshore funds can present tax-efficient structures, making them an appealing choice for portfolio management and long-term financial planning.
Currency Flexibility: Offshore funds commonly offer multi-currency options, appealing to investors aiming to manage currency exposure or diversify away from the Swiss franc.
Regulatory Flexibility: Qualified investors who understand the risks and regulations associated with offshore funds may prefer the flexibility these funds provide compared to more strictly regulated domestic options.
