Who we areIN EVERY CRISIS THERE IS A TRANSFER OF W E A L T H, FORTUNES ARE MADE AND FORTUNES ARE DESTROYED. HOW IS THIS MANAGED FOR YOU?
iW Partners S.A. (« iW Partners ») is an independent asset management boutique based in Luxembourg.
The selection of Luxembourg as iW Partners’ first location was driven by the country’s position as the second largest fund center in the world and the premier private banking center in the Eurozone. Should you want to know more about the Luxembourg financial sector, please visit http://www.luxembourgforfinance.com/en/why-luxembourg/why-Luxembourg.
From a regulatory point of view, iW Partners is agreed as a fully licensed AIFM (Alternative Investment Fund Manager) pursuant to article 5 of the AIFM Law of 12 July 2013 (the « AIFM Law ») and subject to the CSSF supervision for liquid asset strategies.
iW Partners is also authorized to perform some of the services contemplated in article 5(4) of the AIFM Law, like individual portfolio management (discretionnary and advisory) or reception and transmission of orders (RTO) on financial instruments.
The highly motivated and solution-minded iW Partners team consists of 5 professionals sharing the same values of independence, entrepreneurship and integrity. Our team accumulates a large experience in the Asset Management industry in different and complementary areas like portfolio management, risk management, administration and structuration.
iW Partners is appointed as the external AIFM of iW Alternative SIF, a Luxembourg Specialized Investment Fund in custody with Pictet & Cie (Europe) SA while the central administration is delegated to FundPartner Solutions (Europe) SA.
iW Alternative SIF is an umbrella fund made of 5 sub-funds in which we focus on our two main expertises, the selection of the best external asset managers and precious metals, such as gold and silver.
By delegation of the Pictet’s UCITS ManCo FundPartner Solutions (Europe) SA, iW Partners is also appointed as the portfolio manager of the UCITS sub-fund iW Precious Metal Mining Equities of the umbrella Protea UCITS II.
Our other services
iW Partners helps private clients in the selection of the best custodian bank and the opening of a securites account. According to the clients’ choice, iW Partners performs the portfolio management service on a discretionary basis or on an advisory basis.Besides the above-mentionned private wealth services, iW Partners wants to share its in-depth experience with other asset management boutiques looking for regulatory compliance and turn-key solutions. In that respect, the current range of services includes :
- ManCo service where iW Partners is appointed as the AIFM of the client’s AIF (Alternative Investment Fund) ;
- White-labelling service where iW Partners provides the client with a specific sub-fund within its SIF umbrella iW Alternative SIF ;
- Substance service where iW Partners provides the client with experienced directors, or conducting officers.
In order to strengthen its services and its control framework, iW Partners could offer access to its web-based IT business solution, packed with key features like, inter alia, portfolio management, order management, pre- and post-trade investment compliance and risk management. This business solution is already connected to the main local custodians and central administrations with a fully automated reconciliation process.