Specialized in cross-border solutions in compliance, corporate administration, regulatory advisory and fund & SPV structuring for institutional clients, family offices, and qualified investors. We operate from Pfäffikon SZ, Switzerland.
Compliance, administration, and governance advisory for institutions, family offices, and qualified investors navigating complex regulatory landscapes.
Cross-border AML/KYC frameworks, sanctions screening (UN, EU, SECO, OFAC, HMT), ongoing transaction monitoring, and FINMA-aligned control environments for regulated financial entities.
Swiss corporate domiciliation, board secretariat, statutory accounting (Swiss GAAP, IFRS), payroll administration, and entity formation for regulated structures and holding companies.
Dedicated department within our Administration division — governance frameworks, family constitution, succession planning, consolidated wealth reporting, and multi-entity coordination for UHNW families.
Specialist fund vehicles, actively managed certificates, and independent valuation services for qualified and professional investors.
Rapid-launch L-QIF structuring without FINMA approval, alongside traditional FCP, SICAV, and Limited Partnership vehicles for CISA Art. 10 qualified investors.
End-to-end AMC structuring through bankruptcy-remote SPVs with automated rebalancing, daily NAV calculation, compliance monitoring, and white-label investor reporting.
Enterprise-grade portfolio management with 250+ custodian connections, TWR performance analytics, VaR risk monitoring, and regulatory-compliant consolidated reporting.
Purpose-built AI capabilities tailored to fund administration, compliance automation, portfolio analytics, and corporate services — delivering precision, efficiency, and institutional-grade intelligence.
AI-powered screening for AML/KYC onboarding, real-time sanctions monitoring, adverse media detection, and automated Suspicious Activity Report (SAR) drafting with full audit trails.
Automated NAV computation, multi-custodian reconciliation with anomaly detection, intelligent document extraction (prospectuses, term sheets), and AI-generated investor reporting.
Machine-learning driven VaR estimation, regime-aware stress testing, AI performance attribution, and predictive asset allocation models for institutional and UHNW portfolios.
Since 2012, SFG Corporate Services AG has served as a trusted cross-border partner to institutions, family offices, and qualified investors who require the highest standards of governance, compliance, and strategic insight.
Our team of senior advisors and specialists combines deep regulatory expertise with a forward-looking understanding of market dynamics, enabling our clients to navigate complex multi-jurisdictional financial landscapes with confidence and clarity.
An overview of the revised Anti-Money Laundering Act and its implications for financial intermediaries operating in Switzerland.
A review of the Limited Qualified Investor Fund framework since its introduction and emerging structuring strategies.
How forward-thinking families are creating governance frameworks that adapt across generations while preserving core values.
Swiss-headquartered. Institutionally minded. Built for cross-border precision.
SFG Corporate Services AG is a Swiss corporate services firm based in Pfäffikon SZ. Since 2012, we provide compliance, fund structuring, administration, and advisory services to an international clientele.
Our team consists of specialists in regulatory compliance, fund & SPV structuring, corporate governance, portfolio analytics, and financial technology.
SFG Corporate Services is part of FMAS Holdings AG, a privately owned Swiss holding company. The group includes four entities: SFG Corporate Services AG, SFG Asset Management AG, VINGA Securities AB, and Global Segregated Issuance Program PCC, SFG Asset Services Ltd. Over 70 professionals work across offices in Pfäffikon, Geneva, Stockholm, Gothenburg, and Mauritius.
Company established in Pfäffikon SZ. Focus on cross-border compliance and corporate governance.
Administration division launched: domiciliation, accounting, and entity governance.
SPV issuance programme reaches CHF 9 billion in structured product volume.
Dedicated AMC structuring practice with cloud-based lifecycle management.
L-QIF fund structuring services launched under the new Swiss framework.
Comprehensive regulatory compliance solutions built on deep Swiss and global expertise, ensuring your organisation meets the highest standards of regulatory adherence.
In an increasingly complex regulatory landscape, maintaining full compliance is both a legal imperative and a competitive advantage. SFG's Compliance Services division provides end-to-end regulatory solutions tailored to the specific requirements of financial institutions, fund managers, and corporate entities.
Our team of experienced compliance professionals works across Swiss, EU, and international regulatory frameworks, delivering solutions that are both rigorous and pragmatic.
Comprehensive anti-money laundering and know-your-customer frameworks designed to identify, assess, and mitigate financial crime risks.
End-to-end regulatory filing management, including FINMA, FCA, and CSSF submissions, with full audit trail documentation.
Design and implementation of internal control systems and audit frameworks aligned with regulatory expectations and best practices.
Automated and manual screening against UN, EU, SECO, OFAC, and HMT sanctions lists with ongoing monitoring, PEP checks, and adverse media screening.
Professional outsourced corporate administration, domiciliation, and operational support for supervised entities, fund structures, and international holding companies.
Swiss registered office and legal address for your entities, including physical mail handling, telephone reception, representation vis-à-vis authorities, and maintenance of the registered address with commercial registries across cantons.
Preparation and circulation of board packs, minute-taking, drafting of resolutions (circular and in-person), management of shareholder registers, powers of attorney, and signature authorities. Coordination of AGMs and EGMs with full statutory documentation.
Full-service bookkeeping under Swiss GAAP FER, IFRS, or local GAAP. Monthly/quarterly management accounts, annual statutory financial statements, consolidation for group structures, intercompany reconciliations, and coordination with external auditors and tax advisors.
Monthly payroll processing for Swiss-based employees and directors, social security contributions (AHV/IV/EO/ALV), pension fund (BVG) coordination, withholding tax calculations, annual salary certificates, and liaison with cantonal compensation offices.
Preparation and submission of VAT returns, direct tax declarations (federal, cantonal, communal), transfer pricing documentation, withholding tax reclaims, annual commercial register updates, and beneficial ownership declarations under AMLA requirements.
End-to-end entity incorporation (AG, GmbH, LP, FCP, SICAV, SPV), notarial coordination, capital structuring, articles of association drafting, ongoing maintenance through corporate changes, and orderly dissolution and liquidation when required.
We provide qualified directors and officers for Swiss and international entities where independent board representation is required — typically for fund vehicles, SPV structures, holding companies, and regulated financial intermediaries.
Corporate records require meticulous management and secure archiving to satisfy regulatory obligations, audit requirements, and operational continuity needs. We maintain both digital and physical archives with full version control.
A specialised unit within our Administration division, dedicated to the unique operational, governance, and reporting needs of single and multi-family offices.
Family offices operate at the intersection of private wealth, corporate governance, and institutional investment. They require administrative services that go beyond standard corporate support — blending discretion, multi-generational awareness, and cross-jurisdictional coordination under one roof. Our Family Office Support department brings together specialists from compliance, accounting, governance, and reporting to serve as an integrated back-office for family-controlled structures.
Our Family Office desk draws on every capability within SFG's administration platform, bundled into a coherent service tailored to each family's structure and complexity.
Documenting investment mandates, monitoring adherence to investment policy statements (IPS), and preparing quarterly investment committee packs
Aggregating financial assets, real estate, art, private equity, and other non-bankable assets into a single consolidated view with performance and risk analytics
Processing payments, managing household and entity-level cash flows, bank account administration, and expense tracking across family entities
Charitable foundation setup, grant administration, donation tracking, annual reporting to supervisory authorities, and tax-efficient giving strategies
Strict information barriers, need-to-know access controls, and discreet handling of sensitive family matters — reinforced by Swiss professional secrecy obligations
Review of entity structure, jurisdictional requirements, existing documentation, and service level expectations. Gap analysis and proposal.
Secure transfer of corporate records, accounting data, banking mandates, and regulatory filings. KYC/AML due diligence on all stakeholders.
Ongoing administration per agreed SLA — accounting, filings, governance, payroll, and correspondence. Monthly status reports and deadline tracking.
Quarterly service review, process improvement recommendations, regulatory update briefings, and annual service scope recalibration.
Specialist structuring and administration of Swiss Limited Qualified Investor Funds (L-QIF) — the new Swiss fund vehicle offering rapid time-to-market without FINMA approval for qualified investors.
The Limited Qualified Investor Fund (L-QIF) is a landmark Swiss fund vehicle introduced under the revised Collective Investment Schemes Act (CISA). Designed exclusively for qualified investors, the L-QIF offers a streamlined regulatory framework that eliminates the need for FINMA product approval — enabling fund launches in as little as 8 to 12 weeks.
Our specialist team manages the complete L-QIF lifecycle, from initial structuring and legal documentation through ongoing fund administration, NAV calculation, investor reporting, and regulatory compliance. We work alongside licensed fund management companies and custodian banks to deliver institutional-grade fund solutions.
Flexible contractual structure ideal for multi-asset and alternative strategies. Managed by a licensed fund management company.
Variable capital company with compartment capability. Suited for umbrella fund structures with multiple sub-funds.
Partnership structure for private equity, venture capital, and real estate strategies with capital commitment model.
Key benefit: L-QIF funds are exempt from FINMA product approval, allowing significantly faster time-to-market compared to traditional Swiss fund vehicles. Exclusively available to qualified investors as defined under CISA Art. 10.
Under CISA Art. 10, L-QIF funds are exclusively reserved for qualified investors. The fund management company is responsible for verifying investor eligibility prior to subscription. Eligible categories include:
Revised Federal Act on Collective Investment Schemes (CISA) and Collective Investment Schemes Ordinance (CISO), effective 1 March 2024.
No FINMA product approval required. The L-QIF is supervised indirectly through the licensed fund management company (FMC) and custodian bank.
Annual audit by a FINMA-approved audit firm. Reporting obligations under CISA maintained, including annual and semi-annual reports.
Same Swiss tax treatment as approved collective investment schemes. Exempt from stamp duty on issuance. Withholding tax applies to distributions.
No FINMA product approval process eliminates months of regulatory waiting. From concept to first NAV in as little as two months.
Swiss-domiciled fund vehicle under CISA framework, managed by a FINMA-licensed fund management company with Swiss custodian bank.
Securities, real estate, private equity, infrastructure, commodities, and alternative strategies — all within a single regulatory framework.
Reduced regulatory costs compared to FINMA-approved funds. No approval fees, streamlined documentation, and efficient operational structure.
Relaxed investment guidelines compared to traditional Swiss funds. Greater freedom in concentration limits, leverage, and illiquid asset allocation.
Same favourable Swiss tax treatment as FINMA-approved funds. Eligible for double taxation treaty benefits and exempt from issuance stamp duty.
Fund concept definition, legal structure selection (FCP/SICAV/LP), drafting of fund regulations, offering documents, and service provider agreements.
Appointment of fund management company, custodian bank, auditor, and administrator. Negotiation of service agreements and fee structures.
KYC/AML framework setup, investor qualification verification under CISA Art. 10, custodian bank coordination, and operational infrastructure.
Fund registration with trade register, ISIN assignment, NAV calculation testing, subscription/redemption process validation, and reporting setup.
Fund launch, initial subscriptions, first NAV calculation, investor reporting activation, and transition to ongoing administration and compliance monitoring.
NAV calculation, investor reporting, regulatory filings, annual audit coordination, capital calls and distributions, and lifecycle event management.
Every L-QIF requires a defined set of regulated service providers. SFG coordinates the full ecosystem on your behalf.
FINMA-licensed FMC responsible for fund governance, investment decisions, and regulatory compliance. Mandatory for all L-QIF structures.
Swiss-domiciled custodian bank for safekeeping of fund assets, cash management, and transaction settlement. Required under CISA.
FINMA-approved audit firm for annual statutory audit of fund financial statements and compliance verification.
End-to-end structuring, issuance, and lifecycle management of Actively Managed Certificates through segregated portfolio vehicles — from concept design to automated daily NAV calculation and investor reporting.
Actively Managed Certificates (AMCs) issued through Special Purpose Vehicles (SPVs) offer asset managers, family offices, and institutional investors a regulated and operationally efficient alternative to traditional fund structures. Unlike static structured products, AMCs allow continuous portfolio rebalancing by the investment advisor while maintaining the issuance and distribution framework of securities — making them ideal for bespoke investment strategies that require flexibility and speed-to-market.
SFG Corporate Services provides full-service SPV AMC solutions, combining specialist structuring expertise with cloud-based lifecycle management technology. Our platform automates the operational complexity of AMC administration — from rebalancing and NAV calculation through compliance monitoring and investor reporting — significantly reducing cost, operational risk, and time-to-market compared to traditional approaches.
SPV structure ensures asset segregation and bankruptcy remoteness, protecting investor assets from issuer credit risk
No FINMA approval required for structured products. Certificate issuance in weeks rather than months — significantly faster than fund launches
Continuous portfolio rebalancing with automated investment rule enforcement and real-time compliance monitoring
Lower setup and operational costs compared to traditional fund structures, with no custodian, auditor, or fund management company requirements
Our cloud-based AMC management platform automates every stage of the certificate lifecycle — reducing operational risk, ensuring regulatory compliance, and enabling scalable product issuance.
Term sheet design, SSPA product classification, legal documentation, and issuer coordination. We handle the complete regulatory and documentation framework to bring your AMC to market efficiently.
Active portfolio management with support for any rebalancing strategy — absolute, relative, or index-weighted allocations. Import target portfolios, set investment rules, and execute rebalancing with automated compliance checks.
Automated daily Net Asset Value calculation with built-in coherence checks ensuring consistency and accuracy. Transparent methodology with full audit trail of every pricing input and calculation step.
Automated pre-trade and post-trade compliance reviews with instant breach notifications. Complete audit trail logging every lifecycle event — from corporate actions to secondary market trades — ensuring full regulatory transparency.
Direct integration with issuer platforms for seamless certificate issuance, lifecycle event management, and secondary market operations. Standardised workflows reduce manual intervention and settlement risk.
Customisable report templates with white-labelling, multi-language support, and automated subscription-based distribution. Investor factsheets, performance reports, and regulatory documentation generated automatically.
| Criteria | SPV AMC | Traditional Fund (L-QIF/SICAV) |
|---|---|---|
| Time-to-Market | 2–4 weeks | 8–16 weeks (L-QIF) / 6–12 months (SICAV) |
| Regulatory Approval | None required (structured product) | L-QIF: No FINMA / SICAV: FINMA approval |
| Asset Segregation | SPV bankruptcy-remote structure | Fund-level segregation with custodian |
| Setup Cost | Low — no auditor or FMC required | Higher — FMC, custodian, auditor fees |
| Minimum AuM | From CHF 1M (flexible) | Typically CHF 10M+ |
| Active Management | Full discretionary rebalancing | Full discretionary within fund mandate |
| Investor Access | Qualified investors / professional clients | L-QIF: Qualified investors / SICAV: varies |
| Listing & Tradability | SIX Swiss Exchange listable as security | Fund units — NAV-based subscriptions |
Launch thematic investment strategies (ESG, AI, clean energy, emerging markets) as tradeable certificates. Ideal for asset managers building a track record without the cost and complexity of a fund.
Package private credit strategies, direct lending portfolios, or trade finance receivables into bankable securities. AMCs allow illiquid loan books to be structured as off-balance-sheet tradeable instruments.
Structure regulated crypto and digital asset exposure as listed certificates. Investors gain access to Bitcoin, Ethereum, DeFi, or tokenised asset baskets through a familiar securities format with ISIN and custodian settlement.
Transform illiquid real estate portfolios, private equity stakes, or infrastructure investments into listed, tradeable certificates — broadening the investor base with a fully-compliant, bankable structure.
Replicate hedge fund strategies (long/short, macro, event-driven) as AMCs for distribution to qualified investors. Lower minimum investment thresholds and simplified subscription compared to traditional fund structures.
Consolidate family wealth strategies into a single AMC vehicle with personalised reporting. Enable discretionary management across asset classes while maintaining a transparent and auditable structure.
Create white-label investment products for banks, EAMs, and wealth managers. Each AMC operates with its own ISIN, enabling distribution through standard securities infrastructure.
Structure index-linked or rules-based certificates that track proprietary indices, smart beta strategies, or factor portfolios with automated rebalancing and NAV tracking.
Securitise venture capital or private equity fund-of-fund allocations as AMCs, enabling qualified investors to access VC/PE exposure through a single listed certificate with regular NAV reporting.
Define investment strategy, product parameters, and target investor base. Determine SPV jurisdiction, issuer selection, and fee structure. Prepare term sheet and SSPA product classification.
Draft certificate documentation, subscription agreements, and offering memorandum. Coordinate with issuer platform for product setup and ISIN assignment.
Configure cloud-based lifecycle management platform: portfolio structure, rebalancing rules, compliance parameters, NAV calculation methodology, and reporting templates.
Execute initial portfolio allocation, perform first NAV calculation, and issue certificates. Activate automated compliance monitoring, investor reporting, and audit trail systems.
Continuous portfolio rebalancing, daily NAV calculation, automated compliance monitoring, periodic investor reporting, and complete lifecycle event management (corporate actions, secondary market trades, distributions).
Enterprise-grade portfolio management, multi-custodian consolidation, performance analytics, risk monitoring, and comprehensive reporting — powered by institutional technology platforms.
Institutional investors, family offices, and asset managers increasingly operate across multiple custodians, jurisdictions, and asset classes. Without a centralised aggregation layer, portfolio oversight becomes fragmented, reporting inconsistent, and compliance burdensome. SFG Corporate Services deploys enterprise-grade wealth management technology that consolidates your entire investment universe into a single, actionable view.
Our platform-agnostic approach means we select and integrate the most appropriate technology for each client's requirements — from all-in-one portfolio management suites with 250+ custodian connections and 120+ billion in assets under administration, to modular front-office solutions serving private banks, asset managers, and family offices across multiple jurisdictions. We combine technology with senior human expertise to ensure every data point is validated, every report is accurate, and every compliance obligation is met.
Automated data feeds from 250+ custodian banks with daily reconciliation, position matching, and transaction verification
TWR performance at portfolio, client, and group level with benchmark comparison, contribution analysis, and attribution reporting
Volatility, Value at Risk (VaR), Conditional VaR, Expected Shortfall, liquidity risk scoring, and customisable stress-test scenarios
Connections to leading data providers (SIX, Bloomberg, Clarity) for real-time pricing, security masterfile, and corporate actions
We aggregate financial accounts, custodian portfolios, and non-financial assets into a single consolidated view — giving you complete oversight of your total wealth.
A comprehensive suite of integrated modules covering the entire portfolio lifecycle — from client onboarding and order management through performance reporting and compliance monitoring.
Configurable management dashboards showing AuM evolution, asset allocation, portfolio distribution by mandate type, custodian, risk profile, and ESG rating — with drill-down capability at every level.
Individual and consolidated portfolio valuation with multi-currency support. Daily automated refresh from custodian data feeds with complete position, transaction, and balance reconciliation.
TWR performance calculation at portfolio, client, family, and group level. Benchmark comparison with contribution and attribution analysis. Multi-period history with customisable date ranges.
Comprehensive risk engine computing Volatility, VaR, CVaR (Conditional VaR), Expected Shortfall, and liquidity risk. Customisable stress-test scenarios with mandate deviation alerts.
Single and bulk order entry for securities, FX, and funds. Order routing via FIX protocol (FIXhub, NYFIX) or direct transmission to custodians. Pre-trade compliance checks and workflow automation.
Creation, import, and administration of model portfolios with automated rebalancing. Mandate deviation monitoring against target allocations with threshold-based alert management.
Our platform delivers a comprehensive reporting ecosystem — from pre-configured management reports ready for immediate use, to fully customisable client-facing documents that reflect your brand and regulatory requirements. Multi-level dashboards serve different stakeholders: portfolio managers, relationship managers, management, and custodians.
Total wealth overview with asset class allocation, currency breakdown, performance history, P&L, and portfolio list across all custodians
Breakdown by currency, economic sector, geographic area, and asset class with contribution-performance bubble charts and segment attribution
AML monitoring, mandate compliance alerts, risk profile deviations, suitability checks, and regulatory documentation (MiFID II, LSFin)
Three-tier institutional reporting framework: executive overview for rapid assessment, risk analytics dashboard with VaR matrices and stress testing, and granular position-level detail with full attribution. All reports are white-labelled and fully customisable.
Illustrative data for demonstration purposes only. All reports are fully customisable, white-labelled, and available in PDF, Excel, and interactive dashboard formats.
Integrated watchlist screening (PEP, sanctions, high-risk third parties), transaction monitoring with behavioural detection models, automated LAB scoring, and AI-powered false positive management.
Automated mandate compliance checks before and after every trade. Threshold-based alerts for discretionary mandate deviations, leverage limits, risk profile breaches, and suitability violations.
Daily automated controls on imported custodian data — verifying integrity, completeness, and coherence. Regularisation workflows for reference data, positions, and transactions with full audit trail.
Full coverage of LCB-FT, MiFID II, LSFin/FIDLEG, FATCA, CRS, and sustainable finance (ESG) disclosure requirements. Automated regulatory reporting generation and submission workflows.
SFG deploys the most appropriate technology for each client's specific requirements. We evaluate platforms across key dimensions to ensure optimal fit.
| Capability | All-in-One PMS Suite | Modular Front-Office Platform |
|---|---|---|
| Target Users | EAMs, multi-family offices, fund administrators | Private banks, asset managers, insurance companies |
| Custodian Connectivity | 250+ custodian interfaces | 70+ custodian connections across multiple markets |
| Portfolio Management | Consolidation, valuation, model portfolios, fund look-through | Full PMS with model portfolios, rebalancing, simulations |
| Performance Calculation | TWR with attribution, benchmarks, custom periods | TWR at portfolio/client/group with contribution & attribution |
| Risk Analytics | VaR, Sharpe, Shortfall, scenario analysis | VaR, CVaR, Expected Shortfall, liquidity risk, stress tests |
| Order Management | Single/bulk orders with pre-trade checks | FIX protocol routing (FIXhub, NYFIX) with workflow automation |
| Compliance Module | MiFID II, LSFin/FIDLEG, KYC, AML | LCB-FT, MiFID, LSFin, AML, FATCA, CRS, ESG screening |
| CRM & Onboarding | Integrated CRM with KYC and compliance workflows | Full CRM with digital onboarding, document management, e-signature |
| Client Digital Access | E-banking portal with mobile access | White-label mobile app and web portal |
| Deployment | SaaS cloud with ISAE 3402 / SOC 2 certification | On-premise, PaaS, or SaaS with ISO 27001 certification |
Our technology infrastructure provides an open, interoperable architecture connected to your entire financial ecosystem. API-first integration with custodian banks, data providers, core banking systems, and third-party solutions ensures seamless data flow and operational continuity.
Technical environment preparation, platform configuration, and static data loading
Custodian data feed interfaces, security masterfile configuration, and compliance parametrisation
Operational recovery testing, data reconciliation validation, and client onboarding preparation
Production handover, training, and ongoing support with dedicated service manager
Purpose-built AI for fund administration, compliance, portfolio analytics, and corporate services — engineered for the Swiss regulatory environment.
We integrate artificial intelligence into the core processes of our corporate services — not as a standalone product, but as an embedded intelligence layer that enhances compliance, fund operations, reporting, and client engagement across every service line.
AI is woven into our existing compliance, fund admin, and reporting workflows — delivering value from day one without requiring new platforms or IT infrastructure.
All AI processing respects Swiss data protection standards (FADP/nDSG), with on-premise deployment options and full data residency compliance for sensitive financial data.
Every AI-driven decision is reviewable. Our models augment human expertise — compliance officers, fund managers, and advisors remain in control with full transparency and explainability.
Automated identity verification, document extraction (passports, corporate registers, UBO declarations), and risk-scored client onboarding with configurable rule engines aligned to FINMA, AMLA, and EU AML directives.
AI-assisted daily/weekly NAV calculation with automated pricing validation, stale price detection, fair value estimation for illiquid assets, and multi-currency consolidation across fund structures (L-QIF, FCP, SICAV, AMC).
Machine-learning reconciliation engine connecting 250+ custodians — automatic matching of positions, cash flows, and corporate actions with anomaly detection and exception-based workflows for breaks.
Automated extraction from prospectuses, term sheets, subscription agreements, and corporate registers using NLP. Key data points auto-populate fund setups, investor records, and compliance checklists.
Natural-language commentary generation for fund factsheets, investor letters, and board reports — pulling live data from portfolio systems and translating performance metrics into clear, professional narratives.
Our AI analytics engine goes beyond parametric VaR and static correlation assumptions. Using machine learning trained on decades of market data, we deliver regime-sensitive risk estimates that adapt to current market conditions — capturing tail risks, volatility clustering, and cross-asset contagion effects.
AI-powered review of corporate documents, board resolutions, shareholder agreements, and statutory filings — highlighting key clauses, detecting inconsistencies, and flagging renewal deadlines.
Continuous monitoring of Swiss and international regulatory changes (FINMA circulars, EU directives, OECD guidelines) with automated impact analysis on your entity structures and fund vehicles.
AI-driven total wealth aggregation across financial and non-financial assets, automated succession scenario modelling, and intelligent reporting tailored to multi-generational family governance needs.
Discover how our embedded AI capabilities can transform your compliance, fund operations, and portfolio analytics.
Schedule a ConsultationSenior advisors, regulatory specialists, and operational experts delivering institutional excellence across every engagement.
Our leadership combines decades of experience in fund structuring, compliance, and cross-border financial services — all grounded in Swiss precision and institutional trust.
18+ years in financial compliance, fund administration, and operational management. Oversees regulatory compliance, governance, and administrative services across all entities.
15+ years in fund structuring, portfolio reporting, and wealth management technology. Manages fund administration, AMC programmes, and investor reporting.
Expert in Asset-Liability Management, balance sheet optimisation, and interest rate risk frameworks. Supports institutions with ALM strategy, liquidity planning, and regulatory capital.
Deep expertise across FINMA, AMLA, CISA, FinSA, and FinIA — ensuring every engagement meets the highest Swiss regulatory standards.
Multi-jurisdictional structuring across 5+ regulatory environments — connecting institutions seamlessly across borders with local expertise.
We operate as an extension of your team — combining senior-level attention with 70+ group specialists to deliver tailored, institutional-grade solutions.
Perspectives, analysis, and research on regulatory trends, market dynamics, and emerging opportunities in institutional finance.
How Swiss SPV repack structures are enabling institutional investors to access tailored credit exposures — from CLO tranches and trade receivables to insurance-linked securities — with bankruptcy-remote isolation, flexible SSPA-compliant issuance, and efficient cross-border distribution.
A practical guide to multi-custodian consolidation reporting — connecting 250+ banking relationships, real estate, private equity, art collections, and alternative assets into unified institutional-grade performance, risk, and allocation dashboards for family offices and UHNW clients.
Exploring the convergence of Actively Managed Certificates and the Swiss L-QIF framework — how asset managers can embed AMC strategies within a regulated fund wrapper to achieve faster time-to-market, institutional-grade compliance, and cost-efficient access to thematic, alternative, and multi-asset portfolios.
An overview of the revised Anti-Money Laundering Act and its implications for financial intermediaries operating in Switzerland.
A review of the Limited Qualified Investor Fund framework since its introduction and emerging structuring strategies.
How forward-thinking families are creating governance frameworks that adapt across generations while preserving core values.
A comprehensive analysis of regulatory changes, market dynamics, and investment opportunities in key Asian financial centres.
Strategies for managing complexity in multi-custodian portfolios and leveraging technology for comprehensive reporting.
An examination of SPV AMC vehicles as an innovative approach to certificate issuance and portfolio management.
Reach out to our team of specialists to discuss your compliance, structuring, reporting, or governance requirements.
Our team of senior advisors is available to discuss your specific requirements. Select a service area above or fill in the form — we will connect you with the right specialist.
Churerstrasse 47, 8808 Pfäffikon SZ, Switzerland
+41 55 420 31 31
Select a convenient time for a 30-minute introductory call with one of our senior advisors. All consultations are confidential and without obligation.
30-minute introductory call to understand your requirements and how SFG can assist.
30 MIN · FREEDiscuss AML/KYC frameworks, sanctions screening, or regulatory compliance needs.
45 MIN · FREEExplore AMC issuance, L-QIF fund structuring, or SPV setup with our structuring team.
45 MIN · FREEData protection information pursuant to the Swiss Federal Act on Data Protection (FADP/nDSG) and, where applicable, the EU General Data Protection Regulation (GDPR).
Last updated: 27 March 2026
The controller responsible for data processing on this website is:
We process personal data in accordance with the Swiss Federal Act on Data Protection (FADP, SR 235.1) as revised on 1 September 2023, the Ordinance on Data Protection (DPO, SR 235.11), and the Swiss Telecommunications Act (TCA, SR 784.10). Where the EU General Data Protection Regulation (GDPR) applies — for example, when processing data of individuals located in the European Economic Area — we additionally comply with the GDPR. The legal bases for our processing activities include: performance of a contract or pre-contractual measures (Art. 31 para. 2 lit. a FADP / Art. 6 para. 1 lit. b GDPR), legitimate interests (Art. 31 para. 1 FADP / Art. 6 para. 1 lit. f GDPR), legal obligations (Art. 31 para. 2 lit. b FADP / Art. 6 para. 1 lit. c GDPR), and consent where explicitly given (Art. 6 para. 6 FADP / Art. 6 para. 1 lit. a GDPR).
We may collect and process the following categories of personal data:
Name, email address, telephone number, postal address, company name, position/title
IP address, browser type, operating system, access times, pages visited, referrer URL
Content of enquiries via contact form, email correspondence, telephone call records
KYC/AML documentation, corporate documents, financial data processed in the course of our services
We process personal data for the following purposes:
We may share personal data with the following categories of recipients, to the extent necessary and in compliance with applicable law:
Personal data is primarily stored and processed in Switzerland. Where data is transferred to countries outside Switzerland or the EEA, we ensure adequate protection through: the Federal Council's adequacy decisions (Art. 16 FADP), EU Standard Contractual Clauses (SCCs), or other appropriate safeguards as recognised under Art. 16-17 FADP and Chapter V GDPR. A list of countries recognised by the Federal Council as providing adequate data protection is published by the FDPIC.
We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by law. Statutory retention periods under Swiss law include: 10 years for accounting and business records (Art. 958f CO), 10 years for AML/KYC documentation after termination of the business relationship (Art. 7 AMLA), and the applicable statute of limitations for contractual claims (typically 10 years under Art. 127 CO). Data related to website usage (technical logs) is typically retained for 12 months unless required for security investigations.
Under the FADP and, where applicable, the GDPR, you have the following rights regarding your personal data:
Obtain confirmation and a copy of the personal data we hold about you (Art. 25 FADP / Art. 15 GDPR)
Request correction of inaccurate or incomplete personal data (Art. 32 FADP / Art. 16 GDPR)
Request deletion of your personal data, subject to legal retention obligations (Art. 32 FADP / Art. 17 GDPR)
Receive your data in a structured, commonly used format (Art. 28 FADP / Art. 20 GDPR)
Object to processing based on legitimate interests, including profiling (Art. 30 para. 2 lit. b FADP / Art. 21 GDPR)
Withdraw previously granted consent at any time without affecting the lawfulness of prior processing (Art. 6 para. 6 FADP / Art. 7 GDPR)
To exercise any of these rights, please contact us at privacy@sfg-cs.ch. You also have the right to lodge a complaint with the Federal Data Protection and Information Commissioner (FDPIC) at www.edoeb.admin.ch, or with a competent EU supervisory authority if the GDPR applies.
We implement appropriate technical and organisational measures to protect personal data against unauthorised access, alteration, disclosure, or destruction, in accordance with Art. 8 FADP and Art. 32 GDPR. These measures include encryption of data in transit (TLS) and at rest, access controls based on the principle of least privilege, regular security assessments, and staff training on data protection obligations.
Where we use AI-powered tools in our services (such as compliance screening or portfolio analytics), we ensure that no decision with significant legal or similarly significant effects on individuals is made solely on the basis of automated processing without human review. In accordance with Art. 21 FADP, data subjects have the right to be informed of and to contest automated individual decisions.
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. Material changes will be communicated through our website. We encourage you to review this page periodically. The applicable version is the one published on this website at the time of your visit.
General terms and conditions governing the use of this website and the provision of services by SFG Corporate Services AG.
Last updated: 27 March 2026
These Terms of Service ("Terms") govern your access to and use of the website operated by SFG Corporate Services AG ("SFG", "we", "us"), a company incorporated and registered in the Canton of Schwyz, Switzerland (CHE-xxx.xxx.xxx), with its registered office at Huobstrasse 5, 8808 Pfäffikon SZ. By accessing this website, you acknowledge that you have read, understood, and agree to be bound by these Terms. The provision of our professional services (compliance, fund administration, corporate administration, portfolio reporting, AI solutions, and family office services) is governed by separate engagement letters and service agreements.
The information provided on this website is for general informational purposes only. It does not constitute legal, tax, financial, or investment advice, nor does it constitute an offer or solicitation to provide any services or to enter into any contractual relationship. While we endeavour to keep the information accurate and current, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information. Any reliance you place on such information is at your own risk.
The services described on this website are available only to eligible professional clients, qualified investors (within the meaning of Art. 10 CISA), and institutional counterparties. SFG's services are not directed at retail clients or the general public. The actual provision of services is subject to a formal engagement process including KYC/AML due diligence, execution of service agreements, and compliance with applicable regulatory requirements. SFG reserves the right to decline any engagement at its sole discretion.
SFG Corporate Services AG operates as a financial intermediary subject to the Swiss Anti-Money Laundering Act (AMLA, SR 955.0) and is affiliated with a self-regulatory organisation (SRO) recognised by FINMA. SFG is not a bank, a securities dealer, or a fund management company within the meaning of Swiss financial market legislation. Specific regulatory disclosures applicable to individual services are provided in the relevant engagement documentation.
All content on this website — including but not limited to text, graphics, logos, icons, images, data compilations, software, and the overall design and layout — is the property of SFG Corporate Services AG or its licensors and is protected by Swiss copyright law (CopA, SR 231.1) and international intellectual property treaties. No part of this website may be reproduced, distributed, modified, or used for any commercial purpose without the prior written consent of SFG. The SFG name, logo, and all related marks are trademarks of SFG Corporate Services AG.
To the maximum extent permitted by Swiss law (Art. 100 CO), SFG Corporate Services AG, its directors, officers, employees, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or in connection with your access to or use of this website, including but not limited to: damages for loss of profits, data, business opportunities, or goodwill, even if SFG has been advised of the possibility of such damages. This limitation does not apply in cases of wilful misconduct (Absicht) or gross negligence (grobe Fahrlässigkeit) as defined under Swiss law.
This website may contain links to third-party websites or services that are not owned or controlled by SFG. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites. The inclusion of a link does not imply endorsement. We recommend that you review the terms and privacy policies of any third-party website you visit.
We reserve the right to modify, suspend, or discontinue any aspect of this website at any time without notice. We do not guarantee that the website will be available at all times or that it will be free from errors, viruses, or other harmful components. We may revise these Terms at any time by updating this page. Your continued use of the website after any changes constitutes acceptance of the revised Terms.
Any non-public information shared with SFG through this website (including via the contact form) will be treated as confidential and handled in accordance with our professional duty of care and applicable data protection legislation. However, please note that standard email and web form communications are not encrypted end-to-end, and you should not transmit highly sensitive information (such as account numbers, passwords, or classified documents) through these channels without prior arrangement.
These Terms shall be governed by and construed in accordance with the substantive laws of Switzerland, without regard to its conflict of law provisions. Any disputes arising out of or in connection with these Terms or the use of this website shall be subject to the exclusive jurisdiction of the competent courts of the Canton of Schwyz, Switzerland. The application of the United Nations Convention on Contracts for the International Sale of Goods (CISG) is expressly excluded.
If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be replaced by a valid provision that most closely achieves the economic purpose of the invalid provision.
For questions regarding these Terms of Service, please contact us at legal@sfg-cs.ch or by post at the address stated in Section 1.
Regulatory disclaimer and important legal notices pursuant to Swiss financial market legislation.
Last updated: 27 March 2026
The services and products described on this website are available exclusively to qualified investors within the meaning of Art. 10 para. 3 and 3ter of the Swiss Federal Act on Collective Investment Schemes (CISA, SR 951.31), and to professional clients as defined by the Swiss Financial Services Act (FinSA, SR 950.1, Art. 4). This website does not constitute an offer or solicitation to any person in any jurisdiction where such offer or solicitation is not authorised, or to any person to whom it would be unlawful to make such an offer or solicitation.
SFG Corporate Services AG ("SFG") is a company incorporated under the laws of Switzerland with its registered office at Huobstrasse 5, 8808 Pfäffikon SZ, Canton of Schwyz.
SFG operates as a regulated financial intermediary under the Swiss Anti-Money Laundering Act (AMLA, SR 955.0) and is affiliated with a FINMA-recognised self-regulatory organisation (SRO) pursuant to Art. 24 of the Financial Market Supervision Act (FINMASA, SR 956.1).
SFG Corporate Services AG is a structuring and administration services provider. SFG does not manage, hold, invest, or have discretionary authority over client assets. SFG does not accept deposits, execute trades, or take investment decisions on behalf of clients.
SFG's role is strictly limited to proposing, structuring, and administering regulated schemes and solutions — including Swiss fund vehicles (L-QIF, FCP, SICAV), SPV-based Actively Managed Certificates (AMC), corporate holding structures, and family office governance frameworks. All investment decisions, asset management, and portfolio management activities are carried out by the client or by separately regulated asset managers, portfolio managers, or fund management companies appointed by the client.
SFG is not:
SFG's structuring services involve the design, establishment, and ongoing administration of regulated vehicles and corporate structures. In this capacity, SFG may:
Nothing on this website constitutes investment advice, tax advice, legal advice, or a personal recommendation within the meaning of the Swiss Financial Services Act (FinSA, SR 950.1). SFG does not provide investment advisory services as defined in Art. 3 lit. c FinSA, nor does SFG exercise any form of discretionary portfolio management as defined in Art. 17 FinIA.
SFG's structuring proposals are based on regulatory, operational, and governance considerations — not on investment merit. The selection of underlying investments, asset allocation, and trading decisions remain the sole responsibility of the client or the client's appointed FINMA-licensed asset manager or portfolio manager.
Any financial information, performance data, risk metrics, portfolio illustrations, or reporting mockups presented on this website are for informational and illustrative purposes only. They do not represent actual portfolios, guaranteed returns, or specific investment outcomes. Past performance is not indicative of future results. Investments in financial instruments involve risks, including the possible loss of the principal amount invested. Clients should seek independent professional advice from a qualified financial advisor, tax advisor, or legal counsel before making any investment decisions.
The value of investments and the income derived from them may go down as well as up. Investors may not receive back the amount originally invested.
Investments denominated in foreign currencies are subject to exchange rate fluctuations which may have a positive or adverse effect on the value of the investment.
Certain investments, including alternative and structured products, may be difficult to sell or redeem at short notice and at a fair market price.
The insolvency or default of a counterparty (e.g., an issuer, custodian, or broker) may lead to a partial or total loss of the investment.
Changes in laws, regulations, or tax treatment may adversely affect the value of investments or the ability to continue certain investment strategies.
Concentrated portfolios or exposure to specific sectors, regions, or asset classes may lead to higher volatility and potential for significant losses.
This website is not directed at any person in any jurisdiction where the publication or availability of this website is prohibited by reason of that person's nationality, residence, or otherwise. Persons subject to such restrictions are not permitted to access this website.
In particular, the information on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation, including but not limited to:
Where this website references Actively Managed Certificates (AMCs) or structured products issued through Special Purpose Vehicles (SPVs), the following applies:
Where this website references L-QIF (Limited Qualified Investor Funds), FCP, SICAV, or other Swiss collective investment schemes:
Where SFG utilises artificial intelligence, machine learning, or automated processing tools in the provision of its services (including compliance screening, document analysis, portfolio analytics, and risk monitoring): these tools are designed to assist and augment — not replace — human decision-making. All AI-generated outputs are subject to human review and validation before any action is taken. SFG does not guarantee the accuracy, completeness, or reliability of AI-generated outputs. AI models may contain biases, produce errors, or generate results that require professional interpretation. In accordance with Art. 21 FADP, data subjects have the right to be informed of, and to contest, automated individual decisions that produce legal effects or similarly significantly affect them.
Personal data is processed in accordance with the Swiss Federal Act on Data Protection (FADP, SR 235.1) and, where applicable, the EU General Data Protection Regulation (GDPR). For complete information on how we collect, use, store, and protect your personal data, please refer to our Privacy Policy. For information on our use of cookies and similar technologies, please refer to our Cookie Policy.
SFG and its employees are bound by professional secrecy obligations under Swiss law. Client information is treated as strictly confidential and is disclosed to third parties only where required by law (e.g., in response to regulatory requests from FINMA, tax authorities under international exchange of information agreements, or judicial orders), or with the explicit consent of the client. SFG maintains strict information barriers and access controls to safeguard client confidentiality.
This disclaimer and the entire content of this website are governed by the substantive laws of Switzerland, without regard to its conflict of law provisions. The place of jurisdiction is Pfäffikon SZ, Canton of Schwyz, Switzerland, subject to any mandatory statutory provisions to the contrary. The application of the United Nations Convention on Contracts for the International Sale of Goods (CISG) is expressly excluded.
For any questions regarding this disclaimer or the regulatory status of SFG Corporate Services AG, please contact us at legal@sfg-cs.ch or at our registered address: Huobstrasse 5, 8808 Pfäffikon SZ, Switzerland.