Investment Funds for Private Clients

Alternative Investment Funds (AIFs) have gained significant traction among high-net-worth individuals and family offices, being a regulated and versatile investment vehicle for those seeking to benefit from its features.

What to expect from us

Alternative Investment Funds (including RAIFs) are designed for well-informed and professional investors, including high-net-worth individuals, and institutional investors. These funds provide investors with the flexibility to invest in a wide range of assets, including venture capital, private equity, real estate, infrastructure, listed equities and more. RAIFs are directly managed by a regulated and supervised Alternative Investment Fund Manager, not requiring further prior authorisations from regulators before launch that simplify organizational process and may significantly reduce time to market.

Our independent fund division and subsidiaries provide solutions for AIFs based in Cyprus and Luxembourg.

By leveraging our expertise and capabilities within the KENDRIS group, we help you establish and manage your own AIF that is tailored to your specific investment goals and risk tolerance, while also providing you with access to a wide range of additional benefits, including governance, reporting, tax and fiduciary solutions.

Benefits and Services at a glance

Family offices can benefit from RAIFs as they provide an efficient means of pooling family assets. By establishing a RAIF, family offices can consolidate their assets into a single investment vehicle, which can help to streamline their investment management process and reduce costs.

Entrepreneurs can also benefit from RAIFs as they offer a means of accessing investor capital. By pooling capital from multiple investors, entrepreneurs can access a larger pool of funding and add trust by putting a widely accepted regulated investment vehicle in place.

(U)HNWI clients and their families who are looking to manage and pool their private wealth benefit from a high degree of flexibility in terms of investment strategy and asset allocation. Furthermore, it can be put into place within a succession planning structure by combining, e.g. trusts or foundation and funds.

The key benefits of an Alternative Investment Fund compared to Offshore Holding Company are as follows:

OECD/FATF/EU compliant regulation and substance
Certain range of the tax benefits, while being a fully regulated EU investment vehicle (not a "shell" or "look-through")
Exemption from ATAD 3 (un-shelling directive), reducing regulatory burdens

Relationship Management

Our dedicated KENDRIS Capital* team provides guidance on the legally most suitable fund structure to accommodate your investment strategy, along with legal support from our expert fund lawyers. Furthermore, we determine the most appropriate service providers and operational setup for a fund to ensure its daily operations run smoothly. We also coordinate with other local providers, such as depositary banks central administrators, auditors, attorneys, and the regulator and we perform objective initial due diligence and ongoing oversight of delegates and service providers to ensure compliance with regulations and your requirements.

Risk Management

KENDRIS Capital's comprehensive range of risk management and compliance services ensure your investment strategies are aligned with your risk tolerance and regulatory requirements. The services include defining and adhering to the Risk Management Process (RMP), monitoring Key Risk Indicators (KRI), utilising detailed dashboards to track risk and compliance with investment restrictions, implementing timely remediation and/or escalation processes for breaches, and producing and transmitting all necessary Regulatory Reporting.

Wealth Management

With KENDRIS Capital's extensive background in the investment industry and wide experience of financial, real estate, and private equity asset classes amongst many others, it provides - through the KENDRIS network - wealth management or fully compliant oversight of the externally delegated investment manager. Additionally, initial and ongoing due diligence on delegated investments managers and their strategies are conducted. Furthermore, our services also include seamless integration within your current or desired operating model.

* KENDRIS Capital Limited Cyprus is a wholly owned subsidiary of KENDRIS AG.

What sets us apart

Dedication with guiding principles

We are driven by our core values: integrity, open architecture, reliability, contractual commitment, group stability, adaptability, and tailored approach. Upholding these values allows us to build strong relationships and provide high-quality services, whether designing custom fund structures or providing ancillary services.

Streamlined and personalised approach

Our client-focused fund services approach delivers a flexible, individual, one-stop solution and a boutique experience within an institutional group. With a single point of contact and multi-jurisdictional in-house experts, we ensure seamless integration with your investment management processes and operating models.

Thorough solutions with substance

Benefit from tailor-made Luxembourg or Cyprus alternative investment funds and fund structures with the required expertise, substance, and infrastructure for compliance while allowing you to focus on your core business. In addition, we coordinate with local providers and regulators and offer modular ancillary services.

Personal and without obligation – get in touch

Nikolas Charalambous

Managing Director KENDRIS Capital Limited

MBA, BSc. Accounting

E Please enable JavaScript to view this person's e-mail address

T +357 24 205300

Jasmine Stefanoni

Partner

Certified Fiduciary Expert, TEP

E Please enable JavaScript to view this person's e-mail address

T +41 58 450 59 04

Fund Solutions

We advise you on tailor-made fund solutions for the management of your assets for the next generation or for the growth of your assets with external investors. The decision is yours whether you prefer to have your assets managed in a structure under the KENDRIS brand or whether we develop your own customised fund solution with our fund business partners.

Find out more

Regulatory notice

Through this service, KENDRIS AG does itself not intend to provide a financial service according to the Swiss Financial Services Act, nor actually provide such service. Through this informational document, KENDRIS AG does not advertise or promote a particular Financial Instrument. KENDRIS AG is not licensed as Portfolio Manager by the Swiss Financial Market Supervisory Authority FINMA and does not execute nor offer any activity that would require such license.