Institutional Client Services Our expertise
Institutional clients have very different needs from private clients. Therefore, a dedicated team of experienced professionals was set up to better serve our institutional clientele. The team’s client relationship managers, transfer agents, corporate engineers, consolidation managers and reporting officers are working closely with high-end international institutional investors using Luxembourg vehicles for structuring their investments in various sectors such as private equity, real estate, securitisation and portfolio management.
As Professional of the Financial Sector supervised by the CSSF, we provide the following services:
- Central administration of regulated Luxembourg vehicles :
- SIF (“Specialised Investment Fund”) is a lightly regulated vehicle enabling flexible and fiscally efficient multi-purpose investments.
- SICAR (“Société d’Investissement en Capital à Risque”, the French abbreviation of the investment company in risk capital): is tailored for structuring venture capital and private equity projects.
- The securitisation vehicle allows investors to transfer the risks or the ownership linked to assets in an attractive legal framework.
- Domiciliation and central administration related to Luxembourg special purpose vehicles (such as Soparfi) for local and foreign funds
- Coordination of the setting-up process with external services providers (notaries, auditors, custodian, tax advisers, lawyers, …)
- Central administration services for regulated and unregulated vehicles
- Domiciliation
- Accountancy
- Legal administration
- Special reporting (e.g. custodian)
- Implementation of tailor-made tax services by a team of experienced advisors
- Resourcing competent and skilled professionals for long term projects
Please see in more details our services related to regulated vehicles please by clicking here and to the unregulated vehicles by clicking here.
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Cédric Jauquet
Head of Institutional Client Servicesfr, enPhone: +352 269 255 4066Fax: +352 269 255 2175cedric.jauquet@experta.lu -
Nathalie Lett
Client Relationship Managerfr, enPhone: +352 269 255 3307Fax: +352 269 255 2175nathalie.lett@experta.lu
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