In addition to our existing partnerships we are delighted to announce that the following distributors also selected fundinfo’s Fund Document Service (FDS) last quarter for their ongoing fund document requirements:
– DBS Private and Consumer Banks
– MoneyMate (Italy)
– Fidelity (Hong Kong)
– ABN Amro (Singapore & Hong Kong)
– Inversis (Spain)
– Allfunds (Switzerland)
– HSBC Private Bank
– ifsam – International Fund Services & Asset Management S.A.
On 9 October, FAZ Forum and fundinfo launched the first Fund Experts Forum in Germany. We were pleased to welcome numerous participants from private wealth management and the fund industry to the Hotel Kempinski in Falkenstein near Frankfurt am Main. The event was subtitled “Risk more Assets!”.
At the German Investment Funds Association (BVI) offices in Frankfurt am Main on 30.09.2014 we presented “openfunds – an initiative to increase efficiency and quality in the exchange of fund data”.
fundinfo’s second Asian event held in Singapore on September 18th built on the success of Hong Kong’s event a few months earlier. Speakers from Credit Suisse, Julius Baer, DBS and UBS shared how fund houses should go about developing better partnerships with global and regional fund distributors. Something that everyone agreed would not only be valuable for them but most importantly for the entire funds industry in Asia which has room for a lot of growth.
On Tuesday 16 September 2014 we again had the pleasure of welcoming numerous guests from the fund sector at Frankfurt’s “MainNizza”. The event on the topic of modern online self-marketing for fund companies (“Moderne Selbstvermarktung im Netz für Fondsgesellschaften”) was specifically aimed at marketing staff working in fund companies.
Great News! fundinfo’s documents and fund manager videos are now available via Credit Suisse Fund Lab in both Hong Kong and Singapore to retail and accredited investors.
It is great to see Credit Suisse’s platform being rolled out in Asia giving users easy access to up to date legal and marketing documents as well as fund manager videos.
To access Fund Lab please click here and select your country.
Yesterday evening we celebrated the official opening of our new offices at Staffelstrasse 12 in Zurich together with numerous guests. We were delighted to spend the evening in such good company and enjoyed the great atmosphere.
The number of fund providers in fundinfo’s portfolio has grown at mid-year and reached now 376 Premium Member and Members.
The latest fundinfo additions are:
– Delta Lloyd Asset Management
– Nuveen Securities
– Lion Global Investors