news

New Partnership between OpenFunds and WTax

May 2019

OpenFunds WTax Partnership



Market overview

May 2019

Please find attached a market overview from one of our clients.

Market overview



OpenFunds App Notice and Presentation

September 2018

Dear OpenFunds App and/or Website user,
 
please be informed that our App and internet website are now running on a new platform.

We kindly ask you to uninstall the app you are currently using on your mobile device and reinstall it, by looking for OpenFunds in App store for iOS or PlayStore for Android users. For privacy reasons users of the old App (who were not registered on our internet site) must create a new Account, while users who already have a website account can access the app with their current Log-In Details.

Your current credentials will also allow you to further enter our login section on our internet site.

Download



OpenFunds obtains licence from FINMA as Legal Representative for retail / non-qualified investors funds in Switzerland!

February 2018

OpenFunds Investment Services AG ("OpenFunds") is an independent company established under Swiss law and is licensed and supervised by the Swiss Financial Supervisory Authority ("FINMA") to act as legal representative and as distributor for foreign collective investment schemes for qualified investors in Switzerland since 2014.

OpenFunds with offices in Zurich, Geneva and Lugano is proud to announce that since 15th February 2018 it is licensed and supervised by FINMA to also act as legal representative and distributor for non-qualified investors/retail investors funds in Switzerland.

The Legal Representation team, headed by Roger Stoffel, has together more than 40 years' experience in the fund industry specialized in Legal Representation.

For additional information and special offers please contact:

Roger Stoffel, Head of Legal Representative Services, OpenFunds Investment Services Ltd., rstoffel@open-funds.ch, Telephone: +41 44 500 31 08



New strategic partnership with Absolute Return Partners LLP

October 2017

Kroma and OpenFunds will initially market a multi-manager fund investing in direct lending strategies advised by ARP to their respective network of professional investors in the Middle East & Switzerland respectively.

Press release



Technology meets Finance. Introducing the new OpenFunds App

October 2017

OpenFunds is very proud to announce the publication of the new App in the Apple and Google stores.
The OpenFunds App is a very user-friendly tool, on mobile access. You can find all the information regarding the funds such as legal documents, monthly factsheets with performance updates, publications, newsletters, events, live surveys and an overview of the fund managers' meetings. All this ready to be downloaded, printed or shared directly with your mobile device.

Press Release

Download Presentation



Tundra Comment - Pakistan: Where do we go from here?

September 2017

Since the peak on May 24th earlier this year, the Pakistan equity market has corrected significantly. From peak to bottom the MSCI Pakistan Index Net TR fell 32% in USD, and 38% in SEK to the bottom on September 7th. It is natural for investors to wonder whether this is a buying opportunity or a sign of worse times to come.



Debt-to-Equity Ratio: the past, the present and the "new normal"?

August 2017

A number of reports have come out over the last few years which put forward the view that investors will have to come to terms with lower returns going forward than they are used to from the past several decades. The argument often boils down to: with rates, as low as they are, either bond returns will be low, or, if rates rise, stocks performance will be hurt. Here is one perspective on the stock performance portion of that statement.



Addressing the funding gap in post-Brexit Britain

August 2017

Craig Reeves, CEO and founder of Prestige Asset Management wrote the following article. Thursday the 24th of August 2017, Craig is visiting Zurich. If you are a qualified investor and would like to meet him, please let us know and send us a message.



Anarosa Funds (Lux) - Gate of India

August 2017

OpenFunds has entered into a collaboration with Anarosa Asset Management to distribute Anarosa Funds (Lux) - Gate of India ('Gate of India Fund'), a Luxembourg SICAV UCITS V investing in Indian equities.





OpenFunds App

The OpenFunds App is a very user-friendly tool, on mobile access. You can find all the information regarding the funds such as legal documents, monthly factsheets with performance updates, publications, newsletters, events, live surveys and an overview of the fund managers’ meetings. All this is ready to be downloaded, printed or shared directly with your mobile device.

PDF Download

Apple Store
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Legal representative services

Roger Stoffel

Distribution services

Siro Zanovello

Zurich Office

Seefeldstrasse 35
8008 Zurich

Phone: +41 44 500 3108

Lugano Office

Via S. Balestra 27
6900 Lugano

Phone: +41 44 500 3109

Geneva Office

rue de la Cloche 8
1201 Geneva

Phone: +41 44 500 3175