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Why a SICAV SIF
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a SICAV SIF

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The KMG SICAV- SIF "open architecture platform" allows you to offer your institutional investors and "well informed" investors access to a Luxembourg based SICAV SIF simply by:

  • Wrapping the SICAV SIF around your existing funds, or

  • Creating a new dedicated fund to your specifications, or

  • Building an EU Feeder Fund to flow into any of your current funds.

You can use it to your advantage in a number of different ways, depending on your current role and available facilities.

Businessman / Entrepreneur High Net Worth Individual Wealth Manager Financial Adviser Fund Manager

Businessman / Entrepreneur

A SICAV SIF can help you capitalise on the opportunities available as your business grows.

For the majority of Businessmen / Entrepreneurs pursuing their quest for growth, borrowing becomes a necessity sooner or later.

Locating capital for expansion can be difficult.  Venture capitalists want a 'piece of the action';  they only want larger deals, guarantees and high returns within a limited time frame.

Even traditional investment banks are learning that straight forward loans in today’s markets will not provide the returns they need, and increasingly seek an equity share.

Their advisory role moves quickly to an operational role and you are unlikely to stay in control of your own destiny in any business  the above have invested heavily into.

Swapping your business and shaping it into a fund, taking an advisory role in the structure’s management could prove a far more effective strategy for acquiring benign capital.

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High Net Worth Individual

KMG SICAV-SIF has particular attractions to Family Offices and High Net Worth Investors. Securely ring fenced and dedicated uniquely to the individual, it provides investors with control and choice, and can prove especially useful for succession planning.

Luxembourg confidentiality and security of assets provides peace of mind while administrative simplicity makes wealth easy to control and monitor, just like having a private bank account.  Wherever investors are in the world, they have control over their global assets and, depending on their domicile, they may also enjoy tax advantages.

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Wealth Manager

As a successful Investment Manager, you enjoy the respect of your clients as a result of the profits you have earned them.  Whilst your returns may be impressive, your results are not necessarily visible to the wider investment community.  Even those who are aware of your abilities may not have access to them.

Pension Fund Managers and other Institutional Investors, for example, are often not permitted to place funds with other Investment Managers.  Furthermore even if additional portfolios were available, you may not have the time to administer them.

However you can overcome these constraints by wrapping a SICAV SIF Fund around your assets.  As the Investment Adviser, you will gain an international structure that is centrally administered, visible to both worldwide clients and rating agencies and open to institutional and other ‘well-informed’ investors – leaving you with the time to manage extra funds.

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Financial Adviser

Alan Morgan-Moodie, Chairman of the Association of International Life Offices, commented:
“It sounds like an exciting project and just what needs to happen to financial services. I can see the KMG SICAV SIF platform being hugely practical to a lot of investment professionals”

Like many Financial Advisers, the amount of time you devote to selling and servicing clients may prevent you from fully capitalising on your considerable investment management talents.

The fact that you are perceived by clients to be a Financial Adviser and then as an Investment Manager may also mean that you are failing to achieve the volumes of repeat business and referrals that your investment prowess actually deserves.

You now have the chance to overcome these obstacles by switching your status to that of an Adviser of your own dedicated fund of a SICAV SIF, without having to jeopardise either the relationships you enjoy with your clients or the freedom of your unique and personal investment style.

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Fund Manager

Steering and maintaining a regulated fund to the top of the performance tables may have its own rewards, but it is only half the battle.  Distribution and accessibility represent the other half.

The only constraints to growth for many Fund Managers are regulatory and distributions issues.  Legality in one jurisdiction does not, for example, imply approval in another and many Institutional Players cannot purchase funds based in certain jurisdictions.  A manager may have award winning skills, but global distribution and marketing may be out of his reach.

However, you can now solve these issues by wrapping (or mirroring) your fund within your own dedicated SICAV SIF Fund, creating an EU fund marketable internationally and within EU member states – a vehicle acceptable to institutions such as Pension Funds, Life Insurance Wrappers and other Institutional Investors.  KMG’s global Distribution Partner network and marketing capability can assist with distribution.

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