Legal Representation: Still required in 2022
The Financial Services Act (FinSA) and Financial Institutions Act (FinIA) were adopted by Swiss Parliament and brought Swiss law to a level that shall be equivalent to MiFID II. After a two-year transition period, they will come into force on 1st January 2022.
OpenFunds and Osmosis Investment Management working together in the Swiss market.
We are proud to announce a new partnership with Osmosis Investment Management. Our new partner is an award-winning sustainable investment manager headquartered in London, founded in 2009, managing 3.2 bn $ in assets.
Stephan Meier appointed CEO of OpenFunds Investment Services to foster further growth and broaden fund offering
OpenFunds board of directors announces the appointment of Stephan Meier as Chief Executive Officer.
OpenTalks - Private Debt
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.
DelGatto Diamond Finance attracts investment from Crestline Investors to support Accelerated Growth
Gatto 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.
OpenFunds launches QUARTZ II
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.
New Partnership between OpenFunds and WTax
WTax and OpenFunds are proud to announce their new partnership, which will result in industry-leading foreign withholding tax recovery services being provided to asset managers around the world at the click of a button.
OpenFunds obtains license from FinMA as Legal Representative for retail / non-qualified investors funds in Switzerland!
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.