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.