Our services

Realise your own fund ideas

Whether you are looking to maximise your company’s profitability, provide an even better service to your customers or find a way into the funds business without the need for a huge financial and personal investment, IPConcept is the right choice in Luxembourg and in Switzerland.

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Fund agent

IPConcept (Schweiz) AG offers multiple services as an agent for foreign collective investments in Switzerland.

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Efficient straight-through processing (STP) with IP.System order management

IP.System is highly efficient and straightforward order management tool for web-based securities trading with the DZ PRIVATBANK treasury. With IP.System you are an integrated part of the process chain alongside IPConcept, with treasury and custody at DZ PRIVATBANK. As a result, you can buy and sell securities online directly from your office PC or on the road from your laptop.

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Professional risk management - protecting the interests of investors and the fund company

Risk is a fundamental component of asset management.  Consequently, the issue of risk management is addressed on an ongoing basis by asset managers, legislative bodies and the supervisory authorities.

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Marketing support

Around 17,000 funds are approved for public sale to private investors in Germany. Are you looking for a partner to make your sales more effective?

Book our services. We will assist you in producing an effective sales plan, client-focused information materials and target-group oriented communications plans. We customise our services individually to your fund so that your sales team can deal with what is essential - direct contact with clients.

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Solutions for family offices

Investment funds offer family offices a wide range of high-quality design options for those clients with more complex requirements. One example of an investment vehicle that is tailor-made for the private equity business is the SICAR (Société d'Investissement en Capital à Risque), which provides ideal investment opportunities for family assets. The Specialised Investment Funds Act of 13 February 2007 widened the scope for managing other assets alongside securities. We are experienced in setting up a Luxembourg securitisation company or an SPF (Société de Gestion de Patrimoine Familial), a management company for private family assets. Together, we can find the perfect solution. By combining your own expertise and our experience of nearly five hundred fund projects, we can deliver added value to your asset management clients.

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Specialised funds

Attractive opportunities for institutional investors and wealthy private clients.

The Specialised Investment Funds Act of 13 February 2007 revolutionised the rules for setting up investment funds in Luxembourg. Investment restrictions were considerably broadened, and well-informed retail investors now have access to specialised funds, previously the exclusive domain of institutional investors.

Why not benefit from the opportunities offered in Luxembourg? We would be happy to meet you personally to advise you in greater detail.

Please contact us if you are interested in further information or if would like to speak to us in person.

Contact our experts:

  • You are an institutional client, i.e. a bank, insurer, investment company or foundation and are looking for the best possible advice and support with a view to setting up your own investment fund. 
    Contact for institutional clients with their own fund management team
  • You are an institutional client and want to engage the professionals at Union Investment to manage your fund. 
    Contact for institutional clients with no in-house fund management team
  • You are an asset manager or a family office and want to take advantage of the new framework for your wealthy clients. In order to do so, you are looking for a partner with suitable experience in the investment fund business. 
    Contact for asset managers and family offices
  • You are a private client and would like to manage your assets in your own investment fund. The Private Banking Specialised Funds platform managed by our parent company DZ PRIVATBANK S.A. is the ideal solution for those who wish to manage their private assets on an individual basis. Our team can offer professional assistance and support from setting up your fund through to the management of your assets. 
    Contact for private customers

Your contact persons in Luxembourg

Felix Hardenberg

Felix Graf von Hardenberg

Phone: +352 260248-4976

felix.hardenberg@ipconcept.com

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Frank Lang

Phone: +352 260248-4147

frank.lang@ipconcept.com

Christian Stampfer

Christian Stampfer

Phone: +352 260248-4978

christian.stampfer@ipconcept.com

Your contact person in Switzerland

Walter Forster

Walter Forster

Phone:  +41 44224-3209

walter.forster@ipconcept.com