Wealth Management Services
Funds And Investments
Vertex Alliance is committed to assisting individuals and families manage, grow and preserve their wealth, and guide their succession planning through various structures including funds, foundations, trusts which align with their objectives and risk profiles.
Our services include:
Fund Incorporation and Set-up
We assist in the establishment of investment funds in accordance with the relevant regulations and laws. This includes preparing the necessary documentation, obtaining regulatory approvals, and setting up the fund's legal and operational structure.
Fund Management
Through our affiliated partners, licensed by the MFSA, we will oversee the day-to-day operations of the fund, including investment decisions, portfolio management, and risk management.
Corporate Governance
We ensure proper governance and fiduciary responsibilities are maintained, including convening board meetings, documenting decisions, and managing shareholder communication.
Tax Planning and Reporting
Vertex Alliance advises on tax-efficient structures and strategies for the fund and its investors. Managing tax reporting and compliance.
Compliance and Regulatory Reporting
We ensure that the fund operates in compliance with local and international regulations. This includes filing required reports and disclosures to regulatory authorities.
At Vertex Alliance we are committed to transparency and investor protection. We listen to the needs of our clients and develop investment solutions to meet their objectives.
