FUND SERVICES

The Dominion Wealth Management Fund Services team has a long-standing proven history of success and experience in providing innovative, corporate, administrative, and fiduciary solutions for the fund’s sector. In the alternatives arena, which includes real estate, private equity, venture capital, and hedge funds, our highly qualified experts, and global network of partners, as well as advanced technology, offer a full suite of comprehensive services to support our clients’ sophisticated needs.

Dominion Wealth Management assists with early to mid-stage funds management. We can facilitate the establishment of funds that allows for strategic independence. Our expert corporate advisers help to outsource key components through the set-up of structures/transformation, management of administrative and regulatory compliance, middle management operations, risk management, and client inquiry. Dominion Wealth Management ensures all requirements are met with a proprietary and bespoke approach to alpha generation management.


FUND
SERVICES

Global Capabilities

Dominion Wealth Management Global Team offers a full suite of services from front to back-office support and bespoke products & solutions. The full-service and globally connected capabilities of our team, enable early-stage managers to work on strategies with a high-touch approach. Our partners are a part of an Emerging Managers Platform that aims to leverage our experts’ global experience and perspective. We propose a vast array of options, including basic, advanced, or bespoke solutions depending on a client’s needs. We partner with our managers so they can partner with our clients to achieve the collective goal of adding value and improving overall risk-adjusted returns and investment transparency for their funds. We monitor and manage risk, utilizing real-time data and global analyses to resolve potential issues. Our global partners are positioned in key financial hubs so that we have relevant points of contact, to efficiently manage global funds and avoid any potential downturns.

We also offer unique access to a digital and mobile platform that enables managers to manage funds independently from anywhere in the world, while at the same time not marred down by tedious administrative matters. Managers benefit from our global and successful track record of experience and advice as a service provider for emerging managers implementing different strategies, and access to a vast network of UHNWI/HNWI, and deep-rooted experience with investment and risk management.
Specialized in Alternative Investment Funds, we assist the fund manager in the set-up of different strategies and provide advice in terms of establishment, risk tools, administration, and infrastructure, enabling managers to remain focused on their investment and trading activity. We provide administrative support, additional risk monitoring, marketing, and infrastructure services which include the following:

  • Facilitate geographical set-up location of the fund
  • Regulatory, jurisdictional, and compliance support
  • Marketing support
  • IT tools & cutting-edge software
  • Funds’ accounts management
  • Legal advice – establishment of funds as a unit or an umbrella fund
  • Added risk monitoring and risk management
  • Internal due diligence & fund rating
  • Reporting – weekly/monthly/annually
  • Bespoke portfolio management products, services & solutions
  • Salesforce support
  • Investor inquiries management
  • A full suite of funds and administrative services