XCAP Global has deep industry expertise in the regulatory requirements of Wealth Managers domiciled in Europe, US and non-EEA countries.  As industry specialists, we are able to provide solutions that cater for your clients’ individual requirements, irrespective of jurisdiction.   

We assist our Wealth Manager clients in:

  • Establishing a Managed Account for you to service your clients effectively;
  • Assist you in structuring and launching Cayman or Luxembourg based investment funds;
  • Offer a Turnkey solution in offshore fund structuring (ranging from fund registry, administration to custodians)
  • Deploy specialist resources and dedicated compliance infrastructure;
  • Developing the administrative and managerial functions required for industry best practice;
  • Offering a full 360 service, ranging from client on-boarding, risk & portfolio management to regulation, operations and trading.

Our dedicated FCA regulatory hosting platform for wealth managers has been designed for European and non-EEA advisers,  looking to establish MiFID II compliant Managed Accounts and investment funds to serve respective clients investment mandates.   

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