The private labelling business of Swiss & Global is celebrating its 20th anniversary this year.
The team has established more than 200 private label funds for third parties since 1992.
Private label funds are tailor-made investment funds that Swiss & Global Asset Management establishes in cooperation with external partners.
The fund name can be freely chosen (private labelling). As such, the private label partner can position himself in the fund business as a provider under his own name and simultaneously outsource individual services of an administrative and legal nature to Swiss & Global.
The first private label fund was established in 1992 by the then team of two in cooperation with Austria’s Erste Bank. Since then, the team has established more than 200 funds domiciled in Switzerland, Luxembourg and the Cayman Islands.
Today, the team of 12 services more than 50 international clients and more than CHF 40 billion Swiss francs from its Zurich offices. Its partners include banks, asset managers, insurers, pension funds and other institutional investors.
Thomas van Ditzhuyzen, head of private labelling Europe at Swiss & Global Asset Management, says: “The requirements on asset managers wanting to launch investment products are becoming increasingly challenging. Our partners appreciate the fact that we can take demanding administrative and regulatory work off their shoulders and grant them access to broad market knowledge. Thanks to this splitting of tasks, they are able to fully concentrate on their core competencies – as a rule, asset management and sales. For all other issues, we are by their side with our long-standing experience.”