Investor Services

Investment backed by performance insights to help inform the decision-making process

When it comes to investment, we work quickly to understand your current portfolio, investment appetite and long term objectives. 

Working together with your tax and legal advisors, we can devise and provide you with the best options for your portfolio. If a trust is involved, our team can strategically oversee multiple, complex cross-border assets and navigate related tax and regulatory issues.

Alternative investments

TMF Group is a recognised global player in the establishment and administration of alternative investments. We provide a complete range of fund and business services tailored to meet client needs.

We can provide support for direct investment into a wide variety of assets such as distressed debt, credit, private equity and real estate. We specialise in administering complex international investment structures and supporting portfolio companies which are expanding and developing operations abroad.

Our private equity investment services are renowned for helping global asset managers operate their investment funds, special purpose vehicles (SPVs) and corporate structures in different geographical locations. 

TMF Group has a fully integrated and unrivalled global platform. And, as an independent third party fund administrator, our specialist teams can provide flexible solutions. From formation and ongoing administration to depositary and shareholder services, we offer a full range of globalisation services which help our client funds to operate and stay compliant across borders.

Portfolio asset reporting through monitoring and regular reviews

Keeping track of your investment portfolio can be demanding. Particular factors such as monthly contributions, reinvested dividends and rebalancing can make determining your investment performance cumbersome. Our portfolio monitoring services are the solution to keeping track of investment performance; regardless of geographical location and asset class.

Our totally independent service provides ongoing monitoring of portfolio performance, valuation and risk assessment, and includes in-depth reviews on how your investment strategy is being executed. We provide monthly, quarterly and bi-annual standardised reporting, subject to your instructions. We also provide bespoke reporting, including peer group and investment manager comparisons and more.

Our investment portfolio monitoring services help to make sure that portfolio managers remain accountable for investment decisions, while our experienced staff continuously fulfil the monitoring needs.

Managing lifestyle assets

Our extensive experience with SPVs means we are well positioned to help structure and manage your investments in lifestyle assets such as art, antiquities, yachts and planes in a tax-efficient manner. We can help with SPV establishment, capitalisation and ownership; be this via a trust, foundation or managed corporate service. Our dedication goes beyond setup to help make sure the structure runs smoothly for the duration of the ownership.

Why work with us?

Our family business wealth team is committed to delivering service excellence. We build long-term, trusted relationships with each of our clients.

Our family business wealth services leverage all of TMF Group’s global core capabilities.

  • Unrivalled independent global team and footprint.
  • Unrivalled multiple service offering to create unique solutions to meet the complex needs of our clients.
  • Dedicated client relationship management that facilitates a personal and specialised service, to both clients and their professional advisers.
  • Expertise of our people and freedom to innovate, so we best serve our clients’ interests.

Our client base is diversified and includes Ultra High Net Worth Individuals, entrepreneurs, asset managers, multi-national families and their private offices.

Find out how we can help you, speak to our experts

We deliver tailored solutions to each precise location which allow you to operate smoothly from day one

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Case Studies

We have happy clients around the world, that we have helped to grow and to streamline their operations.

View our case studies