Whitepapers

Introduction Setting up an investment fund is a significant decision that requires careful consideration of various factors, including regulatory environment, tax implications, and operational costs. The jurisdiction in which a fund is established can have a profound impact on its success and accessibility to investors. With the global landscape of finance becoming increasingly complex, understanding the unique advantages and challenges of different locations is essential for fund managers and investors alike. Choosing the right jurisdiction influences everything from the fund’s…...

Introduction Investor expectations have undergone a significant transformation. Not long ago, quarterly reports, infrequent updates, and vague assurances of follow-up sufficed to satisfy investors. However, this approach is no longer effective. Today’s investors demand more—they seek real-time access to information, enhanced reporting transparency, and personalized interactions. They prefer meaningful dialogue over mere information delivery, wanting to stay actively engaged with their investments. As a fund manager, you are likely feeling the pressure to meet these escalating demands. The challenge is…...

Introduction: Evergreen funds are a unique alternative investment vehicle being used by private equity and venture capital funds that are designed to operate in perpetuity. Unlike traditional closed-end funds that have a pre-established beginning and end, evergreen funds are more of a permanent capital solution, continuously raising capital and reinvesting disbursements, creating a never ending fund life cycle. The nature of these vehicles allows venture capital and private equity fund managers to adapt to changing market conditions while providing a…...

Avoiding the Most Common Mistakes Made by PE and Venture Managers Choosing the right fund services provider isn’t just another box to tick off—it’s a decision that can really affect how well your fund performs, how smoothly you stay compliant, and how happy your investors are. In the world of private equity, venture capital, and alternative investments, the stakes are high, and the margin for error is slim. Pick the wrong provider, and you could face inefficiencies, compliance headaches, and…...

The Key to Operational Excellence Choosing a fund services provider can be one of the more critical decisions a private equity or venture capital fund manager can make. The right partner can significantly enhance operational efficiency, ensure regulatory compliance, and build investor confidence. Conversely, selecting the wrong provider can lead to inefficiencies, compliance risks, reputational damage, and financial losses. In an increasingly complex financial landscape, where alternative investment fund administration and comprehensive fund services have become “must have” requirements, fund…...

An In-Depth Analysis of Family Offices in Asia Structure, Challenges, and Best Practices According to an analysis conducted by Nikkei using Forbes data, Asia surpasses all other regions in terms of billionaire populations, with over 950 billionaires. This number exceeds the billionaire counts of North America (777 billionaires) and Europe (536). Moreover, Asia boasts five of the top 10 cities worldwide with the highest number of billionaires, including Hong Kong, Beijing, Singapore, Shenzhen, and Mumbai. As ultra-high-net-worth (UNHW) individuals and…...

Can Hong Kong’s New LPF Regime Give Your Organization a Competitive Edge? A Guide to Harnessing This New Option for Tax, Cost and Operational Benefits The decision of where to domicile your funds is a critical choice.  Given current financial market conditions, many CFOs and fund managers are taking a closer look at all aspects of operations to look for competitive advantages. In some cases, a change of jurisdiction may provide an economic edge.  But today’s economic conditions are not…...