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Placement Agents Switzerland: Switzerland is one of Europe’s leading financial centres for alternative investments. Particularly in the areas of private equity, hedge funds, real estate and infrastructure funds, placement agents are indispensable partners for investment managers. As market access is highly regulated and institutional investors have extensive due diligence requirements, working with a placement agent can significantly facilitate distribution.

Benefits of working with a placement agent in Switzerland

• Regulatory expertise: placement agents are familiar with the FINMA regulations and the Swiss Federal Act on Collective Investment Schemes (CISA).
• Direct access to institutional investors: they maintain close relationships with pension funds, insurance companies, family offices and foundations that are actively seeking alternative investments.
• Optimisation of the sales process: Placement agents ensure efficient investor acquisition through targeted approaches and market expertise.
• Support with compliance and documentation: From due diligence documents to regulatory applications – placement agents help to ensure that all formal requirements are met.
• Targeted market positioning: They understand the preferences of institutional investors and strategically place funds with the most relevant investor groups.