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DirectoryFinance & InsuranceExternal Asset ManagementMorgesSolutions & Funds SA
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Solutions & Funds SA

Summary

About the company

The core activity of the company 'Solutions & Funds' consists of creating and managing funds for asset managers, banks, insurance companies, pension funds and family offices under Swiss law. The company offers tailored fund solutions and focuses on the needs of its clients to create solid and precise offers that meet their specific requirements.

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Products & services

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Fund management
Legal responsibility to FINMA and investors, preparation of fund documents and delegation agreements, risk management, investment compliance, annual and tax reporting.
Structuring of funds
Project management in the fund project, preparation and submission of the FINMA application, selection of external service providers, connection of the depositary bank, life-cycle management and coordination of all parties.
Fund administration
Fund accounting and NAV calculation, coordination between property management, the SICAV and real estate investment managers, payment orders, commission calculation and reporting.
Structuring of private-label fund solutions
Tailor-made fund solutions under Swiss law for wealth managers, banks, insurers, pension funds and family offices.
Real estate funds
Real estate funds via the fund overview and fund platform, with published fund offers and related information.

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Location

Promenade de Castellane 4
1110 Morges

At a glance

Legal form
Corporation
UID
CHE-102.613.993
Founded
1963 · 63 years
Last commercial register change
July 16, 2026
Employees
21 to 50

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