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OpenFunds Investment Services AG

Privately held; Founded in 2013
11 – 50 employees

14 followers

Notes

Relationship history

  • Reminders

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Overview

Areas of expertise
  • Legal and compliance services
  • Corporate/M&A
  • Banking and finance
  • Capital markets
  • Comercial
  • Antitrust/Competition
  • Intellectual property
  • Dispute resolution
  • Private clients
  • Real estate
  • Due diligence services
  • Operational due diligence
  • Investment due diligence
  • Auditing services
  • Data rooms
  • Fund services
  • Upfront consulting
  • Fund administration
  • Custody
  • Trading
  • Regulatory & compliance services
  • Fund governance
  • Distribution support
  • Fund operations
  • Distribution support
  • Country specific help
  • Swiss representative
  • Risk management/reporting
  • Banking services
  • Branch and retail services
  • Financing
  • Merger & Acquisitions
  • Custodian services
  • Underwriting
  • Brokerage/Payment
  • Insurance services
  • Pension schemes
  • General insurance policies
  • Catastrophe insurance policies
  • Insurance broker/advisory
  • Life insurance policies
  • Consulting for investing
  • Market research
  • Investment consulting/advisory
  • Risk management consulting
  • Benchmarking
  • Capital introduction
  • Sales & marketing
  • Communication
  • Advertising
  • Fintech
  • Interest matching platform
  • Finance management
  • Alternative financing
  • ICT
  • Software
  • Hardware services
  • Data services
  • General services
  • HR services
  • Finance & accounting
  • Real estate services
  • Planning & building
  • Property utillization
  • Evaluation & financing
  • Facility/property management
  • Investment research
  • Company research
  • Technical research
  • Asset class
  • Thematic research
  • Credit, rates & currencies
  • Industry
  • Commodities
  • Macro & politics

Served jurisdictions

Switzerland


We speak
English, German, French, Italian

OpenFunds provides fund promoters with representation services for foreign collective investment schemes marketed and distributed in or from Switzerland to qualified and non-qualified investors. By appointing a Swiss representative for their funds, fund promoters and their distributors are able to actively market their products directly to qualified and non-qualified investors in Switzerland.


Team

Norbert Schmitz
Sales and Business Manager


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