Unitised Investment Solutions offer Wealth Managers a powerful way to streamline operations, enhance client service, and drive growth. Minerva, as an experienced Authorised Corporate Director (ACD), provides the expertise and support to make your bespoke fund offering a success for your business.
Empowering Your Business with Minerva's ACD Expertise
Key Benefits for Your Business
Allows wealth managers to be in control of the value chain.
Streamline portfolio management and reduce administrative burdens, allowing you to focus on client relationships and strategic advice.
Improve scalability by being able to easily accrue assets under management.
Benefit from operational efficiencies and potential cost savings.
Diversify client portfolios and implement robust risk management frameworks.
Regulatory Compliance. Can reduce the burden of regulatory compliance.
Minerva's Proven Approach to Unitised Investment Solutions
At Minerva, we understand the complexities of launching a Unitised Investment Solution. As an experienced Authorised Corporate Director (ACD), we offer a proven approach that guides you seamlessly through the process, ensuring efficiency, compliance, and minimal disruption to your operations.
Our Collaborative Partnership
We work closely with you as your trusted ACD partner, providing expert guidance and support throughout the journey. Our experienced professionals are dedicated to your success, ensuring a smooth and efficient implementation.
Efficient Timeline
We’ve streamlined our process to optimise efficiency without compromising on quality or compliance. Here’s a typical timeline for your fund launch:
Product Design and Due Diligence – approximately 4-5 weeks
Regulatory Approval – approximately 6-8 weeks
Asset Transition & Client Communication – approximately 4-5 weeks each
Fund Launch – approximately 1-2 weeks
While the entire process can take between 3 to 5 months, we understand the importance of flexibility. We work with you to adapt the timeline to your specific needs and regulatory requirements.
Minimising Disruption
We recognise that launching a fund requires dedicated resources. Our collaborative approach ensures minimal disruption to your day-to-day operations, allowing you to focus on your core business activities.
Why Partner with Minerva?
Expertise as an ACD – Our deep understanding of regulatory requirements and fund governance ensures a compliant and efficient launch.
Personalised Support – We provide dedicated support throughout the entire process, tailored to your specific needs.
Flexible Solutions – We offer a range of options to ensure the best possible fit for your firm and your clients.