Private Labelling Solutions

Are you looking for a suitable vehicle to implement your institutional investment solution?

The Avadis Investment Foundations offer Swiss employee benefits institutions and asset managers the use of their investment platform. We have long-standing experience and a wide range of interdisciplinary skills when it comes to implementing individual investment solutions.

If you are planning to implement your own investment solution, why not benefit from our tried and tested infrastructure for institutional investors?

 

Your benefits

  • High degree of flexibility and individual solutions tailor-made for Swiss employee benefits institutions
  • Quick implementation thanks to a streamlined organisation and swift decision-making
  • Safeguarding of risk management, governance and compliance
  • Easy access to complex asset classes, e.g. private equity
  • Investment solution under your own brand

 

Our private labelling services

  • Implementation of investment solution in coordination with the OPSC
  • Operational management of the investment foundation
  • Controlling of cash flows and capital calls
  • Administrative activities, for instance registration of investors or handling of subscription orders
  • Preparation of reports
  • Preparation of the annual report in coordination with the auditor
  • Calculation of financial indicators and TER
  • Further services by arrangement 


Please do not hesitate to contact us for an informal exchange of ideas and information. We look forward to hearing from you!

Dr. Claudia Emele
Managing Director, Avadis Investment Foundations
+41 58 585 71 69
claudia.emele@avadis.ch

Your direct contact Thanks. We look forward to talking to you. Unfortunately the request was not successful. Please fill in all fields correctly.

This is the right place for your questions and concerns, for praise and criticism. Contact us by phone or in writing or enter your contact details in the field on the right. Our experts will be happy to help you. Friendly, fast and competent.

+41 58 585 33 55

info@avadis.ch

Thanks. We look forward to talking to you.
Unfortunately the request was not successful. Please fill in all fields correctly.

Your data will be treated confidentially and not passed on to third parties.