Fund Introduction
We provide tailored and bespoke solutions for our clients. Our selected investment funds are the result of a highly rigorous selection process with the aim of identifying the best financial products for investors. In order to maintain the best possible service for our clients, we work with a limited number of high quality asset managers and we do not represent competing investment strategies.
Fund introduction services are not regulated by the Malta Financial Services Authority (MFSA)
Screening
Idea generation and selection of the finest managers in accordance with the investment model criteria.
Deep analysis
Quantitative and qualitative analysis, including references and personal screening.
Due diligence
Careful analysis of the infrastructure, staff, back office and risk management protocols.
monitoring
Ongoing monitoring and checks relating to performance, operational processes and risk management protocols.