Adepa Adepa
Core Services offered to

Asset Managers

At Adepa, we specialize in offering asset managers comprehensive solutions designed to optimize fund operations, ensure regulatory compliance, and drive performance. With our in-depth industry knowledge and personalized approach, we are committed to helping you navigate the complexities of asset management and achieve long-term success.

our proposal

Empowering Asset Managers for Strategic Growth

At Adepa, we recognize the unique challenges faced by asset managers in today’s rapidly evolving financial landscape. Our comprehensive solutions for investment funds are designed to enhance operational efficiency, ensure regulatory compliance, and support your strategic objectives. With our deep expertise in fund administration, governance, and investor services, we are your trusted partner in delivering tailored solutions that drive success.

ManCo and AIFM Services

At Adepa, we serve as both a UCITS Management Company and AIFM in Luxembourg. Our approach is rooted in understanding the unique needs of investment managers. With a specialized focus on governance, risk management, and operational efficiency, we provide comprehensive services designed to support and enhance your investment fund business.

Fund Administration

Fund Administration encompasses essential back and middle-office functions of investment funds. This includes accurate record-keeping, asset valuation, and ensuring full regulatory compliance. Thanks to innovative processes and best in class technology, our services are designed to optimize fund operations, reduce administrative burdens, and ensure smooth, transparent fund management for investors and stakeholders.

Investor Services

Investor Services are evolving rapidly due to emerging distribution models and the increasing digitization of financial processes. Our innovative Investor-RING service model services includes transfer agent activities, investor onboarding solutions, and a fully digital investor portal, all designed to enhance the investor experience and streamline operational efficiency.

Corporate Services

Corporate services encompass a broad range of essential functions that support the administrative and regulatory needs of businesses. These services include incorporation, corporate accounting, and corporate domiciliation and secretariat, which are crucial for ensuring compliance, enhancing operational efficiency, and driving strategic growth.

your advantatges

Discover How Adepa Empowers Asset Managers

Partnering with Adepa means gaining access to a wealth of industry expertise, personalized service, and innovative solutions tailored to your needs. We are committed to delivering tangible value through operational excellence, a client centric approach, and strategic guidance, ensuring your business thrives in a competitive market.

1

Expertise and Tailored Solutions for Asset Managers

By partnering with Adepa, asset managers benefit from a team of financial experts with deep industry knowledge. We provide tailored solutions specifically designed to address the operational and regulatory complexities of managing investment portfolios, ensuring seamless fund operations and enhanced performance.

2

Operational Efficiency Tailored to Asset Management

Our services are crafted to streamline the operational processes of asset managers, reducing the administrative burden associated with fund management. From trade processing to portfolio reconciliation, we ensure operational efficiency, allowing you to focus on your core investment strategies.

3

Regulatory Compliance and Risk Management

With Adepa, asset managers benefit from our comprehensive understanding of global regulatory frameworks and our proactive risk management solutions. We ensure your funds comply with the latest regulations, minimizing risks and protecting both your investments and reputation.

Why Choose Us

Why Asset Managers trust Adepa

Choosing the right partner is crucial for navigating the complex and ever-evolving world of asset management. At Adepa, we provide tailored, expert-driven solutions that empower asset managers to achieve operational excellence, mitigate risk, and enhance the performance of their portfolios.

Deep Industry Knowledge

With years of experience in the asset management sector, Adepa offers unparalleled expertise in navigating regulatory requirements, operational challenges, and evolving market conditions. Our deep understanding of the financial landscape ensures that we provide strategic insights and solutions that align with your business objectives.

Comprehensive Solutions for End-to-End Management

We offer a full suite of services, from UCITS and AIF oversight and governance to risk management and middle office outsourcing. This means asset managers can rely on us for seamless integration across all operational aspects, reducing administrative burdens and improving overall efficiency.

Innovation and Flexibility

At Adepa, our commitment to innovation and flexibility empowers asset managers to adapt swiftly in an ever-changing market. We design tailor-made solutions that align with your unique strategies, allowing you to leverage cutting-edge technologies and customized approaches. Whether navigating regulatory shifts or enhancing operational efficiency, our adaptable services ensure that you remain competitive while meeting your clients’ evolving needs. With Adepa, you gain the agility to seize new opportunities and the confidence to grow without limits.

Ready to Take the Next Step?

Let’s discuss how Adepa can support your asset management needs. Reach out today, and one of our experts will guide you through the next steps toward achieving your goals.

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Discover our expert services, contact us!

We are here to help you with any questions or inquiries you may have. Whether you need more information about our services, want to discuss a project, or simply have a general query, don’t hesitate to reach out. Our team of experts is ready to assist you and provide the support you need.

Fill out the form and one of our representatives will get back to you as soon as possible. Let’s work together to achieve your goals and bring your ideas to life.

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FAQ

Answers to your, questions

Find answers to the most frequently asked questions about our services to asset managers and how we can help you. Contact us for more details.

We provide a comprehensive range of services for asset managers, including UCITS and AIF oversight and governance, middle office outsourcing, fund administration and investor services. Our goal is to support you in managing your funds effectively and efficiently.

Our fund administration services include fund accounting, regulatory and statutory reporting, fund domiciliation, and pricing and valuation services. We ensure that your fund operations are compliant, accurate, and streamlined.

We offer a variety of investor services, such as transfer agent activities, investor onboarding, and access to a dedicated investor portal to streamline the investor experience in a fully digital ecosystem. These services are designed to enhance the investor experience and ensure smooth interactions.

Our corporate services include incorporation, corporate accounting, and corporate domiciliation and secretariat services. We assist you in setting up and managing your corporate structure efficiently, allowing you to streamline fund and investment structuring, maintaining full focus on your core business activities.

We stay up-to-date with the latest regulatory requirements and implement robust compliance procedures across all our services. Our team of experts ensures that operations adhere to all relevant regulations, minimizing risks and enhancing operational efficiency.

Yes, we offer comprehensive risk management services to help you identify, assess, and mitigate risks. Our approach includes developing customized risk management strategies that align with your business objectives and regulatory requirements, ensuring a proactive approach to risk. Advanced digital reporting is available for managers willing to monitor real time their risk exposures.

Our middle office outsourcing service is designed to meet the specific needs of asset managers willing to streamline trading and portfolio monitoring in a simple and direct way. We provide end-to-end solutions that cover trade processing, portfolio reconciliation, and performance reporting. Our dedicated team ensures accuracy and timeliness, allowing you to focus on your investment strategies, with top/quality technology enabling efficient handling of all the steps.