Whether you’re bringing a new regulated fund to market or looking to transition an existing fund, we offer a seamless, well-governed process supported by extensive regulatory and operational expertise. We work with you to develop a tailored timeline and project plan that aligns with your objectives and internal processes.
Launching funds
We understand that launching a new fund is a significant step. We have a strong track record of working with asset managers, wealth managers and advisors, guiding them through every stage of the fund lifecycle. From initial structuring and regulatory approvals to operational set-up and go-live execution, we provide hands-on support and proactive oversight to ensure a smooth and efficient launch. Our launch services include:
Tailored structuring support based on your investment strategy and investor base
Regulatory expertise to navigate FCA, UCITS, NURS & QIS regimes
Operational readiness including fund operations, compliance oversight, and investor services
Transparent timelines and frequent progress updates to give you peace of mind throughout
Transferring from an existing provider
Considering a switch from an existing provider? We understand the importance of making the right choice and managing the change with minimal distruption. Our team has successfully managed a wide range of transitions, ensuring continuity for investors and managers. Our approach is built around:
End-to-end transfer management including coordination with outgoing providers
Risk-managed transitions that minimise downtime and investor disruption
Detailed due diligence and data migration plans to ensure completeness and compliance
Clear communication with all parties, including investors, and intermediaries