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White-labelled strategic portfolios

If you like our Strategic Portfolio lineup but want to actively promote your own branding, we can help with structuring, launching and managing your own version of our Strategic Portfolios. This allows you to concentrate on what you do best—advice and/or distribution activities—and we'll assume the workload with our well-experienced white labelling services:

  • Fund structuring (UCITS, AIFS, and other collective investments schemes)
  • Coordination and project management right across your fund range
  • Monitoring external service providers to whom asset management and distribution are delegated
  • Risk management, compliance and governance services
  • Facilitated administration and middle office services
  • Marketing support program

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