– A Scalable Global Platform for a Regional Asset Manager Seeking International Reach

A boutique asset manager based in the Middle East had built a strong reputation with regional high-net-worth individuals (“HNWIs”). However, as client expectations evolved, so did the demand for international investment access.

The asset manager needed to offer its clients access to global booking centres and international product platforms but lacked the licensing, infrastructure, and resources to establish regulated entities across multiple jurisdictions. Traditional routes, such as building relationships with multiple banks or setting up new operations abroad, were too costly, slow, and operationally complex for their current scale.

The asset manager needed to offer its clients access to global booking centres and international product platforms but lacked the licensing, infrastructure, and resources to establish regulated entities across multiple jurisdictions. Traditional routes, such as building relationships with multiple banks or setting up new operations abroad, were too costly, slow, and operationally complex for their current scale.

Amicorp, through its licensed global asset management and brokerage platform, provided the client with an immediate solution: the ability to book clients in internationally recognised wealth hubs using Amicorp’s ‘Plug-and-Play’ infrastructure.

By partnering with Amicorp, asset manager gained access to:

• Licensed booking entities across multiple jurisdictions

• Licensed booking entities across multiple jurisdictions

• Licensed booking entities across multiple jurisdictions

  • Actively Managed Certificates (“AMCs”)
  • Private label funds
  • Actively Managed Certificates (“AMCs”)

This removed the need for the client to establish or maintain separate legal entities across jurisdictions and allowed them to focus on client acquisition and strategy development.

• Seamlessly onboard and book client assets in key financial centres
• Consolidate AUM under a globally accessible structure
• Expand its offering to include regulated products and investment strategies
• Deliver a one-stop-shop experience to clients with wealth structuring, investment access, and estate planning, all under one roof

The outcome proved to be not just access, but also strategic leverage to better service their clients and meet business growth imperatives.

Amicorp’s Solutions Offer

Actively Managed Certificates

• A flexible investment product that allows asset managers to run custom strategies
• Issued via a regulated structure, often in Luxembourg or Switzerland
• Ideal for quick-to-market, strategy-driven investment solutions

Plug & Play solutions

• Asset Backed Securities (“ABS”), Credit Linked Notes (“CLNs”) or fund trackers
• Fast, cost-effective structuring to mirror investment strategies without setting up a full fund
• Customizable wrappers that adapt to client needs, enabling easier access to specific asset classes

Funds

• Collective investment vehicles including VCC funds, UCITS, AIFs, or private label funds
• Used to pool investor capital into diversified portfolios
• Operate under well-defined fund regulations (EU, Cayman, Mauritius, etc.)

Private Trust Companies

• A trust structure where a bespoke company acts as trustee for one or more family trusts
• Offers greater privacy and control for high-net-worth families
• Operates under trust legislation in jurisdictions like BVI, Cayman Islands, or Singapore