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Private Funds

Initiam Private Fund Limited will leverage the firm’s investment processes using investment methodologies adopted through the Initiam Investment Team and its partnering Swiss based asset manager, Swiss Asset & Trust AG, to serve professional and accredited investors.

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Investment Analysis

Initial Investment Analysis is responsible for the investment analysis for and on behalf of the Initiam Group of Companies, ensuring that technical, fundamental and quantitative strategies are adopted to assist in the selection of underlying assets and categories, primarily within the structured product sphere.

Investment Marketing

Copthall Investment Marketing Limited is responsible for marketing and promoting the products of Initiam Private Fund and partnering companies of the Initiam Group, predominantly be within the structured product sphere. The marketing team have over 20 years experience within the structured product and structured deposit marketplace.

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Premier Trust Group

The established links to Swiss issuing banks has been created with the Swiss based portfolio manager, Premier Consulting Group. Premier have been established for over 17 years and have consolidated considerable experience within the Swiss investment sphere to deliver a tailor-made investment structured routes. 

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