Our activities

Comprehensive advice for a tailor-made service in the funds business

EFG Fund Management S.A. offers investors the opportunity to position themselves in the market under their own name, with investment funds created according to their own needs. Thanks to a deep knowledge of clients, their needs and expectations, our specialists are able to develop the most appropriate solutions (among the many possible variations offered by private labelling solutions) from advice on structuring, establishing private label funds and taking advantage over flexibility and the possibilities for personalization that these instruments afford.

EFG Fund Management S.A., in particular, aims to act as a one stop shop for investors and clients, offering them a single point of contact to cover all the multiple services related to the management of their funds: administration, risk management, distribution, etc.

EFG Fund Management S.A. offers services to both Group funds and third-party funds. As of today, the Company serves UCITS funds and intends to serve AIF funds in the future.

We would be pleased to discuss with you your specific needs and which tailor made solution may best meet your expectations.

Multi-Challenge documentation
BSI Multi-Invest documentation