The Problem Statement
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.
Amicorp delivered a compliant, ready-to-deploy global solution that empowered the asset manager to book and manage client assets across multiple countries, while maintaining full control, high-quality client service, and clear regulatory oversight.
The Solution
Amicorp, through its licensed global asset management and brokerage platform, provided the client with an immediate solution: the ability to book clients in internationally recognized wealth hubs using Amicorp’s ‘Plug-and-Play’ infrastructure.
By partnering with Amicorp, asset manager gained access to:
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Licensed booking entities across multiple jurisdictions
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Regulatory frameworks for wealth structuring and compliant asset management
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A suite of institutional-grade investment wrappers, including:
- Actively Managed Certificates (“AMCs”)
- Private label funds
- Securitization structures
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
The Outcome: Accelerated Growth with Strategic Confidence
The company successfully transitioned from a regionally focused asset manager to a globally capable platform without increasing operational overhead.
Measurable results:
- New clients were attracted by the expanded product suite and international access
- Existing clients increased allocations thanks to enhanced credibility and structure
- The firm began offering its own branded AMCs and fund wrappers, with Amicorp as its global enabler
- Regulatory risk was mitigated through Amicorp’s embedded compliance framework
The partnership with Amicorp has positioned the client to continue scaling, launching new products, entering new markets, and attracting a broader client base with the confidence of institutional infrastructure behind them.
Find out more about Amicorp’s Plug-and-Play solutions
Amicorp offers licensed infrastructure, investment wrappers, and compliance frameworks that help you grow, without building from scratch. Contact our team here to learn how we can help you accelerate global growth.
