Fund Setup stands for the conception, initiation and implementation of special assets based on the particular needs of a client or market. Since special assets are less regulated and in most cases open only to a very limited clientele, they are to be distinguished from publically distributed fonds. The UCITS-guideline (Undertakings for Collective Investment in Transferable Securities) is a EU-harmonised public fund counteracting the immense variation of state laws.
Mahrberg implements fonds according to the wishes of the client or in the context of product- and/or concept developments. Here, the whole fonds spectrum (UCITS, state-specific fonds, special assets) is put into practice in the most different fields of law (e.g. Liechtenstein, Luxemburg, Malta, Austria, Germany, etc.) in a customer-optimized way. Beside setup-implementation and monitoring, Mahrberg often takes on fonds activities such as operating as legal advisor, fund manager, investment consultant or main distribution agency. Individually customized fonds are being implemented and sustainably monitored within big institutional or family mandates.