Opportunities through Diversity

From the initial stages of developing an investment strategy to implementing a marketable product, the choice of an appropriate investment vehicle is perhaps the most important decision to be made. Our experience has taught us that today's common practice is often based on the motto: "If it doesn’t fit, you must make it fit anyway." Usually the original investment approach is then simply tailored to the existing investment vehicle. The reason being is that generally traditional private label providers only focus on a narrow range of investment vehicles.

We do just the opposite: "Form follows function" - this design principle lies at the core of our company priorities. Our specialist teams are experienced in selecting the most appropriate strategies available for you from all conceivable investment vehicles. If necessary, the selected vehicle will be explicitly tailored to your requirements. Our employees have established strong relationships to the Commission de Surveillance du Secteur Financier (CSSF), the Luxembourg financial market supervisory body, responsible for the approval of financial products.

The following particular investment vehicles are available:

  • Standard fund (EU-harmonized), so-called Part 1-Fund under Luxembourg law
  • Non-harmonized EU funds, so-called Part 2-Fund under Luxembourg law
  • Offshore funds, e.g. on the Cayman Islands (incl. external co-operational partners)
  • Luxembourg special funds (hedge funds, real estate and special themes funds under Luxembourg law)
  • Closed-end funds
  • Luxembourg certificates (Alceda Star S.A.)