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Asset Managers

ISP engages with asset managers at all stages of their life cycle and supports their business development with access to relevant capital, best in class infrastructure and operational set up as well as ongoing business development

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 via a set of strict criteria. Further ISP conducts a holistic due diligence approach on the key aspects such as investments delivering proven superior risk-adjusted returns, operational and structural robustness of the investment and the team

The right capital for the right investment

ASSET MANAGERS

ISP engages with asset managers throughout their individual life cycles and will enter 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 compliments 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 asset, 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 products and managed accounts.
  • On-going 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 are both the investors and the asset managers. ISP selects strictly best in class managers thanks to strict criteria and matches them with the most suitable capital generating an optimal outcome for both sides.

Who

ISP aims to become one of the leading provider 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 adopts 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 lifecycles. ISP has developed the means to advice on every aspect of their corporate development., e.g.

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

ISPs activities are guided by our thorough understanding of tangible investor demand and asset manager’s 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.

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 via a set of strict criteria. Further ISP sources direct investment opportunities in private equity and real estate.

Deep understanding of what investment strategies
  • How much money might be available to commit.
  • What different investors types should be addressed.
  • Where do investors reside and what are ensuing regulatory requirements.
  • What investment vehicle might be most relevant for underlying investor.
Analysis of manager quality and availability
  • Comprehensive analysis of current capital raising environment.
  • Thorough investment and operational due diligence.
  • Do managers of interest comply with latest regulatory requirements.
Macro and micro environment
  • Do our managers and their strategies fit the current economical environment.
  • Where are we in the “cycle” for each strategy ISP might chose to engage in.
  • Are managers represented by ISP a portfolio fit for its investor base.

PEOPLE

willi_leimer

Willi Leimer


Chairman of the Board

Willi Leimer - LinkedIn
andreas-apitz

Andreas Apitz


CEO &Partner

Andreas Apitz - LinkedIn
alexandre-de-vaivre

Alexandre de Vaivre


Partner

Alexandre de Vaivre - LinkedIn
christian-benz

Christian Benz


Member of the Management/ Head of Portfolio Management

Christian Benz - LinkedIn
simon-casutt

Simon Casutt


Chief Compliance Officer (CCO)

Simon Casutt - LinkedIn
mischa-hansli

Mischa Hänsli


IT & Operations Manager

Mischa Hänsli - LinkedIn
dimitrij-nabatov

Dimitrij Nabatov


Portfolio Manager

Dimitrij Nabatov - LinkedIn
tugba-durak

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

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