Conversion and launch
Whether you are launching a fund or converting one, our project management process can help provide a successful and seamless transition.
We offer a range of conversion, startup consulting and pre-launch planning services. These services ensure that robust and comprehensive infrastructure and operational planning are secure in advance of the conversion date or fund launch. After reviewing the fund draft documentation, our project management tool is tailored to ensure each task required for a seamless conversion or launch is identified and then monitored until completion throughout the pre-conversion or launch phase. We provide a single point of contact backed by a dedicated team of professionals who specialise in the setup and servicing of your strategy.
The knowledge and expertise of our team ensures a successful and seamless conversion or launch and ongoing administration of your fund.
When an investment manager makes the significant decision to move service providers or to select a partner for their new fund launch, it’s essential there is full confidence in the quality of service and a demonstrated proven track record that their chosen administrator can deliver. Our team is that trusted partner. We can point to numerous successful conversions over the years that meet the ongoing due diligence requirements of key investors as funds grow and require institutional partners.