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.