CLIENT PORTAL
Go to Top

Asset Managers

ISP engages with asset managers throughout their individual life cycles and will enter into such relationships at various stages. ISP has a proven track record of raising capital from substantial European private wealth. Global reach in this area as well as good connectivity to institutional investors complement our service provision.

 

ISP Solutions

ISP’s clients are both the investors and the asset managers. ISP selects strictly and independently best in class managers thanks to strict criteria and matches them with the most suitable capital generating an optimal outcome for both sides. Services include:
capital raising, competitive positioning, business development as well as direct transactions in private equity and real estate

Investors

ISP uniquely understands the private wealth market and the specific requirements of investors. It provides investors with access to best-in-class asset managers selected using a set of strict criteria. Further, ISP sources direct investment opportunities in private equity and real estate.

The right capital for the right investment

ASSET MANAGERS

ISP engages with asset managers throughout their individual life cycles and will enter into such relationships at various stages. ISP has a proven track record of raising capital from substantial European private wealth. Global reach in this area as well as good connectivity to institutional investors complement our service provision.

 

 

Early
  • ISP advises on all aspects of the GP set-up.
  • ISP consults on the most relevant fund structure, taking account of respective investor preferences, underlying structure of the assets, all regulatory requirements as well as all the competitive environment and cyclical market timing.
  • ISP advises on the appropriate risk management operations and required administrational framework.
  • ISP or its partners produce an all-encompassing operational due diligence report on all its asset management clients.
  • ISP supports the creation or reviews of all relevant materials, e.g. marketing presentation, due diligence questionnaire and data room.
Growth
  • ISP supports initial and ongoing capital-raising initiatives, e.g. campaign management, roadshow planning, all pre- and after-sales services.
  • ISP advises on the set-up of follow-on products and managed accounts.
  • Ongoing operational due diligence ensures our asset management client product offering remains relevant to our investor base at all times.
Developed
  • ISP may advise asset managers on corporate aspects of their business
  • Succession planning
  • Consolidation
  • Acquisition
  • Mergers

ISP SOLUTIONS

ISP’s clients include both investors and asset managers. ISP exclusively selects best-in-class managers based on strict criteria and matches them with the most suitable capital, generating an optimal outcome for both sides.

 

Why

ISP’s activities are guided by our thorough understanding of tangible investor demand and asset managers’ true abilities to execute.

We operate with a clear focus on the latest regulatory requirements on both sides.

ISP applies the highest professional and ethical standards both in the way we run our company as well as in the way we work with all stakeholders: asset managers, investors, all service providers and society in general.

Who

ISP aims to become one of the leading providers of business development and capital-raising services in the financial industry. We are independently owned and therefore avoid conflicts of interest.

ISP aims to work with the highest quality asset managers combining both market performance and operational excellence.

ISP is FINMA- and SEC-regulated.

Our culture is entrepreneurial and also observes the CFA Statement of Investor Rights.

What

ISP identifies and develops expert managers and provides access to truly relevant sources of capital.

We can engage with clients (asset managers) at all stages of their individual life cycles. ISP has developed the means to advise on every aspect of their corporate development, e.g.

  • operations,
  • technology,
  • risk management,
  • marketing and
  • capital raising.

INVESTORS

ISP uniquely understands the private wealth market and the specific requirements of investors. It provides investors with access to best-in-class asset managers selected using a set of strict criteria. Further, ISP sources direct investment opportunities in private equity and real estate.

 

Deep understanding of investment strategies
  • How much money might be available to commit.
  • What different types of investors should be addressed.
  • Where investors reside and what regulatory requirements will ensue.
  • What investment vehicles might be most relevant for underlying investors.
Analysis of manager quality and availability
  • Comprehensive analysis of current capital-raising environment.
  • Thorough investment and operational due diligence.
  • Compliance of managers of interest with latest regulatory requirements.
Macro and micro environment
  • Ensuring that our managers and their strategies fit the current economic environment.
  • Determining where we are in the “cycle” for each strategy ISP might choose to engage in.
  • Confirming that managers represented by ISP have a portfolio fit for its investor base.

PEOPLE

Willi Leimer


Chairman of the Board

Willi Leimer - LinkedIn

Andreas Apitz


CEO &Partner

Andreas Apitz - LinkedIn

Christian Benz


Member of the Management/ Head of Portfolio Management

Christian Benz - LinkedIn

Simon Casutt


Chief Compliance Officer (CCO)

Simon Casutt - LinkedIn

Mischa Hänsli


IT & Operations Manager

Mischa Hänsli - LinkedIn

Dimitrij Nabatov


Portfolio Manager

Dimitrij Nabatov - LinkedIn

Tugba Durak


Marketing & Administration Manager

Tugba Durak - LinkedIn

NEWS

CONTACT

Logo ∙ ISPartners Investment Solutions AG
Limmatquai 2, 8001 Zurich, Switzerland

 

Phone +41 (0) 43 888 7338
Fax +41 (0) 43 888 7339
E-Mail info@isp.capital
     
Internet isp.capital

×
×