The role of the Independent Financial Advisor (“IFA”) has become crucial in addressing the new requirements of investors around the world.

Clients of financial services are not only more sophisticated, but more demanding regarding the neutrality and independence of the services they require. Accordingly, financial Advice is not an exemption.

In this framework, the IFA is in front of important growth opportunities, however some challenges should be tackled:

  • Increased competition
  • Client sophistication
  • Regulation
  • Managing growth while keeping bespoke services.
  • Economies of scales
  • Financial Reporting
  • Risk Management
  • Transparency of revenues streams

ADEPA, through a set of tools and solutions, helps the IFAs tackle the challenges and maintain the quality in the services they deliver while protecting an independence status. This support is also put at the disposal of financial organizations who, correspondingly, wish to better serve the IFAs and their end clients.

Core Services offered to Independent Financial Advisors:

  • Fund Administration
  • Third Party Fund Management Company (UCITS and AIF)
  • Investment Management Support
  • Investor Reporting

In detail

  • Selection and structuring of the right vehicle to pool assets and benefit from economies of scale. This pool can take the form of an Investment Fund.
  • Administration of the pool
  • Support in managing funds or investment strategies
  • Investor Reporting (Generation and dissemination)
  • Liaison with authorities
  • Coordination with custodian banks
  • Ad hoc risk management
  • Fee calculation, invoice issuing and collection of payments