Publications
Switzerland, an attractive market for fund distribution?
Switzerland offers attractive opportunities in its local market, thanks to the incredible concentration of wealth in the hands of Swiss HNWIs and family offices.
HNWIs and family offices are actively seeking to diversify their portfolios and explore new asset classes, making them prime investors for innovative financial products. As a fund manager, this is your chance to tap into Switzerland’s sophisticated investor base and form long-term partnerships for growth.
But remember, entering the Swiss market requires more than just opportunity—it demands compliance! Fund managers must for instance appoint a Swiss representative and paying agent to adhere to local regulations when offering investment funds to HNWIs and small family offices.
Switzerland is a leading international financial center, renowned for wealth management industry. In addition, Switzerland offers attractive opportunities in its local market, thanks to the incredible concentration of wealth in the hands of Swiss HNWIs and family offices.
Switzerland has the highest average wealth per person in the world, with around 15% of the population being millionaires. Plus, the number of high-net-worth individuals is expected to grow by 19%[i] over the next four years.
HNWIs and family offices often seek to diversify their asset allocation with alternative investments.
This demand makes HNWIs and family offices ideal clients for fund managers who offer innovative financial products, such as hedge funds, private equity, private debt, venture capital, or real estate funds.
Switzerland is therefore an attractive market for fund managers looking to engage with sophisticated investors. It offers a unique environment for investment funds to expand their reach and seize opportunities for long-term partnerships and growth.
However, before entering the Swiss market, fund managers must ensure they comply with Swiss legal requirements. Namely, a Swiss representative and a paying agent must first be appointed when offering an investment fund to HNWIs and small family offices.
If you have questions on fund distribution rules in Switzerland, please contact us.
Find out mor about our Fund Representation & Paying Agent Services.
[i] Global Wealth Report 2024 - UBS
October 17, 2024
Publications
Publications
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