The core activity of GERIFONDS SA consists of the direction, administration, creation and distribution of mobile investment funds, particularly in Switzerland and Luxembourg. The company offers services such as the management of investment funds, the structuring of fund products and the provision of expert knowledge in the field of investment advice.
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Creation and structuring of Swiss- and Luxembourg-law securities funds, for traditional or alternative funds, including the development of tailored legal structures.
Fund management
Fund management for Swiss and Luxembourg funds, with tailor-made solutions, independence, handling of regulatory requirements and monitoring of partners’ needs.
Fund administration
Swiss fund administration, including evaluation of investments, NAV calculation, tax reclaims, regulatory documents, annual and semi-annual reports, databases and monthly statements.
Fund representation
Representation of Luxembourg-registered funds in Switzerland vis-à-vis FINMA and investors, including notification, publication and information obligations.
Fund search
Fund research by promoter, fund type and fund, with access to the share classes and CSV export of the results.
Knowledge
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