Fund establishment, management and administration under one arrangement.
Preferred grew up with asset management at its core, with hands-on experience across fund establishment, management and administration — covering every step from strategy design to daily operation.
Portfolios tailored to each client rather than led by product — that is the Client-oriented in our brand DNA.
Working with fund administrators, custodian banks and audit teams so that valuation, subscriptions and redemptions, and investor services run steadily inside a compliant framework.
Fund structure designed with legal and administration partners around the strategy and investor profile.
The investment team executes the agreed strategy and reports on performance and risk on a regular cycle.
Valuation, subscriptions and redemptions, investor communication and the annual audit cycle.
Through a full conversation we set the investment strategy that best fits the family, supported end to end by our operations.
Pick one and we'll take you to the right place.
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Client accounts, holdings and reports
In developmentWork calendar management system
