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