Articles tagged with: Switzerland

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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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

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

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

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

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

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

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

OpenFunds obtains license 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., This email address is being protected from spambots. You need JavaScript enabled to view it., Telephone: +41 44 500 31 08

Posted on LinkedIn 

OpenFunds obtains license from FINMA as Legal Representative for retail / non-qualified investors funds in Switzerland! (Copy)

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., This email address is being protected from spambots. You need JavaScript enabled to view it., Telephone: +41 44 500 31 08

Posted on LinkedIn 

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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