The Rise of Virtual Meetings: How to Build Rapport and Gauge Investor Interest

SFS’ affiliate company, Incos.Media, provides fund managers with ‘virtual pitchbooks’ to facilitate meaningful conversations with fund managers and investors. Learn more about Incos.Media by visiting their website and following them on LinkedIn.

How to Transform “No” into “Yes”: 7 Ways to Stay Connected with Your Potential Investors

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Capital Raising Evolution: How Technology Helps Streamline Investor Communications

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Well Defined Target Investors: How to Create Building Blocks for a Successful Fund Structure

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Keep it Simple: Why Less-Complicated Structures Help Ensure Success in New Jurisdictions

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Back-Office Efficiency: How Outsourcing Can Streamline Your Fund’s Operations

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Market Entry Evaluation: How to Choose a Suitable Fund Domicile

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Position Your Fund for Success: How to Start Small and Grow Strategically

Our global team consults with investment managers on new fund launches and firm expansion. Learn more about Swiss Financial Services Market Entry Services by reaching out to a member of our team.

Choosing the Right Service Provider

Reach out to learn more about SFS and discover how we deliver on our promise to be a long-term, solutions-oriented partner to fund managers

How to Prepare a Comprehensive Budget: The Essential Foundation for Your Fund

As with any business venture, having a carefully constructed budget will help you predict cash needs, generate accurate financial statements and create better estimates for your break-even point. These benefits hold true to launching an investment fund.

Our Approach: Delivering Personalized Service as a Partner for Operational Excellence

Reach out to learn more about SFS and discover how we deliver on our promise to be a long-term, solutions-oriented partner to fund managers.

Longevity, Experience, Accountability

SWISS FINANCIAL SERVICES (“SFS”) IS AN INDEPENDENT, BOUTIQUE FUND ADMINISTRATOR WITH THE HIGHEST DEGREE OF INTEGRITY AND DEDICATION TO CLIENT SERVICE.