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 ReleasePosted on MarketPlus / Posted on LinkedIn

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 ReleaseDownload presentation Posted on MarketPlus / Posted on LinkedIn

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.

Download Posted on MarketPlus

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.

Download / Posted on MarketPlus

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.

Download / Posted on MarketPlus

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.

Download / Posted on MarketPlus

ABR Dynamic Funds builds for scale

May 2017

Taylor Lukof is founder and CEO of ABR Dynamic Funds, LLC, in New York. ABR invests firm and client capital through separately-managed accounts in quantitative-driven strategies in US-based equities, futures and options. Lukof will be in Switzerland in June, on the 8th and 9th in Geneva and on the 12th and 13th in Zurich and Liechtenstein. Opalesque, the leading source for “Premium Alternative News”, interviewed ABR. This article captures ABR’s rich trading history and ambitious future: they are building their firm for scale.

Download // Posted on MarketPlus

The role of UK lending funds is increasing in the post-Brexit world

The investment management industry has become even more critical in the UK’s non-bank finance market.

May 2017

Craig Reeves   Founder and CEO of Prestige Asset Management, Vice Chairman of OpenFunds Investment Services AG

Interest in the UK as a market for investment does not seem to have dissipated in the wake of the Brexit vote. Foreign investors see an opportunity from the weaker British pound to increase their exposure and there is also considerable interest in the long-term prospects for the UK economy and the yields to be earned from effectively managed lending strategies.

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Frontier Markets, a possibility according to Tundra Fonder's CIO Mattias Martinsson [PART 2]

May 2017

Mattias Martinsson is Chief Investment Officer and partner of Tundra Fonder AB, a Swedish asset manager specialising in Frontier Markets. Martinsson, who regularly visits Switzerland, will be again in Switzerland in May, on the 8th and 9th May in Geneva and on the 10th and 11th in Zurich. In this two-part interview with MarketPlus, he explains what is particular about Frontier Markets and the peculiarity of Tundra Fonder in this regard.

Download // Posted on MarketPlus

Frontier Markets, a possibility according to Tundra Fonder's CIO Mattias Martinsson [PART 1]

April 2017

Mattias Martinsson is Chief Investment Officer and partner of Tundra Fonder AB, a Swedish asset manager specialising in Frontier Markets. Martinsson, who regularly visits Switzerland, will be again in Switzerland in May, on the 8th and 9th May in Geneva and on the 10th and 11th in Zurich. In this two-part interview with MarketPlus, he explains what is particular about Frontier Markets and the peculiarity of Tundra Fonder in this regard.

Download // Posted on MarketPlus

OpenFunds Investment Services Ltd. (‘OpenFunds’) and Kroma Capital Partners Ltd. (‘Kroma’), announced today a strategic partnership for the distribution of investment funds to professional investors in Switzerland and in the Middle East

April 2017

OpenFunds and Kroma will cooperate in the areas of fund sourcing and due diligence, offering to the fund managers they both distribute access to their respective networks of professional investors in both Switzerland and the Middle East.

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New member joining the OpenFunds Distribution team

April 2017

OpenFunds is pleased to welcome Norbert Schmitz, who will be heading the business development of the Fund Distribution team. He has over 20 years’ experience in the banking and asset management sector, in various functions. Among others, he has worked as a fund dealer at Sal. Oppenheim (Cologne and Luxembourg) and as a custody administrator at WGZ-Bank in Luxembourg. In 2004 he joined AXA Investment Managers, where he was in charge for the business compliance of Germany. Between 2008 and 2013 he was dealer and project manager for the fund business at Rothschild Bank in Zurich. After working also for Acolin Fund Services in Zurich, he joined OpenFunds in April 2017. Norbert is fluent in German, English and Luxembourgish and has a good command of French. He will be based in Zurich.

ABR and OpenFunds announce the successful seeding of the first of a series of UCITS V fund managed by ABR

February 2017

OpenFunds Investment Services Ltd. (‘OpenFunds’), the leading independent, partner-owned, Swiss fund placement agent, is pleased to have served as the exclusive placement agent for the launch of the first UCITS V fund of ABR Dynamic Funds (‘ABR’), a US quantitative asset manager.

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New member joining the OpenFunds family!

January 2017

OpenFunds is pleased to announce that Olivier Lehmann has joined OpenFunds in the Legal Representative team, reporting to Roger Stoffel. After his legal education in France, Olivier has obtained an MBA in Business Law & Management from the Ecole Supérieure de Gestion in Paris. During this time Olivier worked as an apprentice in the legal department of the structured finance team at Société Générale CIB in Paris. In 2014 he then moved to Société Générale Zurich branch, where he first worked as Legal Counsel before joining their Legal Representation team.

OpenFunds announces the closing of The London Heritage Fund

December 2016

OpenFunds is pleased to have served as the exclusive placement agent for the first fund advised by Luxx Lonodn Investment (‘Luxx’), with final commitments of more than GBP 33 million. The London Heritage Fund is the first of a series of funds Luxx is planning to launch.

The London Heritage Fund’s successful closing is indicative of the strong network of OpenFunds and its partners during a difficult fundraising environment for a first-time fund active in the real estate sector in the UK, especially in the aftermath of Brexit.

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Legal representative services

Roger Stoffel

Distribution services

Siro Zanovello

General enquiries

Olivier Lehmann

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