Investment Funds

Spuerkeess' one-stop-shop solutions

We are an experienced member of the Luxembourg investment fund market

Investment funds are one of Spuerkeess' core business activities.

Since the setting-up of the first Luxembourg based investment fund in 1959, Spuerkeess continued developing its fund activity. Spuerkeess' service offering is focused on third party investment funds, while servicing a complete range of investment funds types.

Dedicated experts

Experienced multilingual relationship managers as your single point of entry

Stability

Safest Bank in Luxembourg: AA+ Standard & Poor’s Rating

For more information, reach out to our expert:

TOMIC Dzemal

Institutional Relationship Management

We serve all types of Investment Funds:

  • Traditional Investment Funds
  • Fund of Investment Funds
  • Alternative Investment Funds
  • Private Equity and Debt Funds
  • Real Estate and Infrastructure Funds
  • Pension Funds
  • Unit Linked Portfolios
  • Fund of Hedge Funds
  • Securitisation Vehicles

We offer our innovative and diversified solutions to a broad range of fund regimes UCITS, UCI, AIFs, RAIF, SIF, SICAR, ASSEP, SEPCAV, etc.

    • Safekeeping of the assets
    • Monitoring of the investment policies
    • Execution and settlement of the manager’s investment instructions
    • Handling of dividend payments to investors
       
  • Operating exclusively out of Luxembourg, the dealing room offers a broad range of financial instruments stretching from traditional products such as equities, bonds, Forex and listed derivatives to more complex products such as structured instruments (structured and issued by Spuerkeess or via reverse enquiry).The trading room tools are fully integrated in the operational chain, offering a one-stop solution to its clients encompassing execution, clearing, custody and reporting.

    • Access to international securities markets
    • Issue of tailor-made investment products
    • Support to cash management
    • Collateral management
    • Post-trade services (clearing, custody, EMIR reporting)
       
  • Spuerkeess offers you to set-up white label sub-funds within an existing UCITS Umbrella fund structure (SICAV) enabling you to build your own sub-fund, define your own investment strategy and using your own corporate branding. Spuerkeess will provide all ancillary services giving you the opportunity to solely focus on asset management and distribution.

    Your advantages:

    • Efficient time to market
    • Cost efficiency
    • Low administrative workload for the asset manager/advisor
    • Independent and regulated structure
    • Possibility for EU-wide marketing
  • Experienced, best in class and market leader in Luxembourg.

    As Luxembourg’s market leader in the payment industry, Spuerkeess has a robust and performant payment infrastructure. As founding member of EBA-EURO1 clearing system, a member of Target 2 clearing system as well as direct participant in EBA STEP2 for SEPA Credit Transfer and Direct debits, Spuerkeess offers its clients quality payment solutions and competitive cut-off times.

    • Handling of payments in various currencies
    • Integrated solutions for execution and settlement
    • Connectivity to MultiLine, Swift, Fileact, …
    • E-banking services with S-Net
  • As one of the 7 Luxembourg Common Depositaries and as LuxCSD principal agent, Spuerkeess offers an all-in service during the whole life cycle of your security: from its issue preparation to the payment of its revenues/redemptions.

    Our services:

    • Assistance to the issuer in reviewing of the note documentation and its compliance with market standards
    • Coordination with the clearing houses to open ISIN, Common, CFI codes
    • Issue of the note on the market
    • Record keeping of the transactions in our books
    • Possibility of holding the global certificates in our vault
    • Dedicated customer desk at the back office Securities
    • Tailor made reporting