news

OpenFunds partners with CHF 1.3bn African boutique

March 2020

OpenFunds is proud to announce a partnership with Barak Fund Management.

Under the partnership, OpenFunds will advise its clients and professional investors about Barak’s investment funds.

Barak is Africa’s largest trade finance fund manager and has offices in Kenya, the Ivory Coast, Ghana, Mauritius, South Africa and London. The company manages approximately CHF 1.3bn for international institutional investors and employs approximately 70 staff.

The company was founded in 2008 by CEO Jean Craven and CIO Prieur de Plessis, who have backgrounds in structured trade and commodity finance in South Africa.

Barak has about 30 commodities and 140 active clients. Its first fund was launched in 2009 to lend into structured trade-type transactions, with the underlying products as agricultural commodities.

Siro Zanovello, co-founder and CEO of OpenFunds, said "The partnership with Barak will allow us to offer our clients an excellent product in this important sector for the real economy. As pioneers in private debt strategies, Barak’s new fund fits perfectly into the offering of OpenFunds". 



OpenTalks - number 2

March 2020

Please find attached the second number of OpenTalks, a periodic publication by OpenFunds. We chose to discuss with TriLinc, a US based investment firm with a true focus on Impact Investing, their view and experience in a sector which is getting more and more attention from investors but at the same time is as confusing as ever. In the first part we put quite a bit of emphasis on shedding some light in the ESG/Impact world by asking TriLinc to describe and potentially define in simple terms what Impact Investing is and how it is lived in the investment community. In the second part we interview Gloria Nelund, Founder/CEO/Chairman of TriLinc and Paul Sanford, CIO. 

The reason why we decided to start working with Gloria and her team a few years back is that we share their view on what TriLinc does and how it does. The intention to generate social and environmental impact alongside financial returns is truly lived by TriLinc’s team and the results are impressive.

We hope you enjoy the reading and as always we welcome your feedback.

OpenTalks #2



OpenTalks - number 1

February 2020

OpenTalks is a periodical publication by OpenFunds, in which we interview investment managers of funds that we believe to be somehow unique. The idea is to share with our existing and future clients the challenges and opportunities these managers see in their field and beyond.

OpenTalks #1



DelGatto Diamond Finance attracts investment from Crestline Investors to support Accelerated Growth

October 2019

DelGatto Diamond Finance, an institutional diamond finance company, today announced it has received $100MM facility from Crestline Investors, Inc., a credit focused institutional alternative asset manager.

The investment enhances DelGatto’s ability to meet growing financing demand across all major diamond and jewelry markets.

Press release



ROCA - Solid as a rock: OpenFunds launches the Fund of its Funds

October 2019

OpenFunds and Kroma are proud to announce today the launch of Roca on December 1, 2019, seeded with own money.

Press Release



OpenFunds launches QUARTZ II

August 2019

After the successful experience and the excellent results achieved with Quartz I, OpenFunds, in collaboration with WCMG (the Manager), has decided to launch Quartz II.

Press release



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





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.

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Servizi di rappresentanza legale

Roger Stoffel

Servizi di distribuzione di fondi

Siro Zanovello

Zurigo Office

Seefeldstrasse 35,
8008 Zurich

Tel: +41 44 500 3108

Lugano Office

Via Pietro Peri 9D
6900 Lugano

Tel.: +41 44 500 3109

Geneva Office

rue de la Cloche 8,
1201 Geneva

Tel.: +41 44 500 3175