The Independent UCITS Platform
The Independent UCITS Platform is a Luxembourg domiciled UCITS IV SICAV (Societe d'Investment a Capital Variable) regulated by the CSSF (Luxembourg's financial regulator).
The Platform provides a relatively straightforward and cost effective solution for boutique managers seeking to launch UCITS funds under their own brand names, without undergoing the time and expense of creating a new SICAV.
Managers are able to launch sub-funds quickly and economically, with their own branding and distribution arrangements, and then concentrate on managing their assets and their business.
An efficient, affordable UCITS solution for managers who value their freedom and independence
The Independent UCITS Platform is a fund hosting infrastructure created to address the needs of specialist managers/entrepreneurs who wish to retain flexibility, freedom and independence when they establish their own UCITS funds. We provide access to platforms in both Luxembourg and Ireland.
The Platform approach is designed to make it quick, easy and cost effective to set up a UCITS fund, without undergoing the time and expense of establishing and maintaining a new umbrella vehicle. The structure is particularly suitable for managers wishing to re-engineer an existing offshore fund or to replicate an offshore strategy in a UCITS fund.
“The growth in the size of the fund in the first three months is a function of a solid and knowledgeable group of investors understanding the asset class.
Launching a UCITS fund has allowed Airlie to reach out to extend its investor base throughout Europe.
For an independent U.S.-based manager, using a platform approach has made this opportunity not only possible, but also very straightforward.”
- Wes Seifer, Portfolio Manager at Airlie