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Fund Development
 

Stirling Chase can assist clients seeking to establish their own fund. We offer an independent service to project manage the creation of private label and white label funds. 

Whether you are a manager wishing to build your own fund management business or a high net worth individual interested in structuring and managing your investment portfolio more efficiently, we are able to help.  Stirling Chase can also assist established financial companies to develop their existing franchise and market offering by creating private label or white label funds.   
 
We have built a network of fund developers in the British Virgin Islands, Luxembourg, offshore UK and Switzerland.  This enables us to cover a wide range of fund creation needs.  We can arrange structures to meet a wide range of legal, tax and administrative mandates.  Our aim is to deliver a comprehensive service that liberates the client to get on with the business of managing money.  Our process is as follows -

 

Define Business Objectives
Recruit Key Staff (if required)
Create Legal, Tax, Administrative and Corporate Governance Structure
Prepare Application and Apply for Necessary Regulatory Permissions
Plan Marketing
Select Office Space and Negotiate Lease (if required)
Trading Room Design and Construction (if required)
Install Trading Hardware and Technology (if required)
Arrange Trading Connections and Custody
Recruit Additional Staff (if required)
Source Professional Services – Accounting, Audit etc.
Fund Administration
Execute Marketing
   
     
 
Operational Services > Fund Development
 
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