We are a true specialist in alternative investments such as Hedge Funds and Private Equity.
Our team has decades of experience in alternative investments and a very deep network in Switzerland. We are your partner for compliant and efficient access to the Swiss market.
Fundbase Fund Services further operates a global Hedge Fund marketplace that already over thousand of the world’s most sophisticated Hedge Fund investors are using to facilitate their investments.
We provide Swiss representation services to foreign funds distributed exclusively to Qualified Investors.
Handling of distribution contracts and assisting finding paying agent
We support you in all aspects of the Swiss regulatory environment,
including relations to FINMA and any further requirements you might have
In short: we are your partner for compliant and efficient access to Switzerland, the world’s 3rd biggest community of qualified investors
We have an entrepreneurial team with long-standing alternative investment expertise
We will leverage our vast buy side industry network in Switzerland for you and can facilitate Cap intro on a bespoke basis
We operate the world’s first regulated independent web based buy side platform (Fundbase.com) for the Hedge Fund industry with billions of qualified investors assets represented
On March 1st 2013, the revised Collective Investment Schemes Act (CISA) and its accompanying implementation measures (the Collective Investment Schemes Ordinance, or CISO) took effect. The two important changes for foreign fund are:
the former concept of private placement no longer applies to foreign funds, now any offering or advertising of foreign funds in Switzerland is considered distribution 1
the concept of qualified investors has been redefined 2
Foreign funds distributed to qualified investors in and from Switzerland do not require registration with the Swiss Financial Market Supervisory Authority (FINMA) but have to appoint a Swiss representative, and a Swiss paying agent (namely, a Swiss bank) no later than February 28th 2015.
1 This does not apply to the offering of funds to regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as regulated insurance institutions. See Art. 3 para. 2 CISA for further exceptions.
2 According to Art. 10 para. 3 CISA, qualified investors now include: regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as central banks; regulated insurance institutions; public sector entities and pension funds with professional treasuries; companies with professional treasury operations; HNWI, given that they have declared to be classified as such; discretionary management clients who have not declared that they do not wish to be deemed as such.
Lilian has longstanding banking experience of which 16 years in the Hedge Funds Industry. She is dedicated providing sophisticated investors access to this unique asset class. She formerly worked for Credit Suisse and was essential for setting up the Fund of Hedge Fund Advisory for Private Banking and she was Head of the Advisory Team.
Chief Risk Officer
Michael is the visionary mind behind Fundbase with access to a huge industry network. He provides extensive experience in the financial industry; he is a former COO of alternative and long only asset managers as well as a strategy consultant and project manager for global asset management and capital market projects.
Thomas is a senior audit, internal control and risk management expert (Swiss Certified Accountant) with decades of experience in the Swiss banking and financial service environment. His former tasks involved heading internal audit and control functions for banks as well as building innovative companies in the field of audit, tax and consulting services.
President of the
Board of Directors
Thomas is a certified public accountant and international fund officer. He has broad experience as an auditor and consultant to a large group of blue-chip asset managers of both alternative and traditional asset classes. He is a former senior partner of PriceWaterhouseCoopers (PwC). Thomas was also the managing FINMA auditor at PWC.
Deputy President of the
Board of Directors
Pius is a recognized expert in all operational aspects of the institutional and alternative investment industry. He has broad experience in product management and information systems for the asset management industry; he is a former analyst and was extensively involved in strategic operations projects.