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Made for you: special and major investor funds

Wealthy private clients and institutional investors in particular prefer to invest in individual special and major investor funds. We accompany and advise them with our proven expertise and individual solutions.

In addition to launching and managing mutual funds, we also offer needs- and solution-oriented structuring of special and major investor funds. These tailored fund solutions are intended for foundations, family offices, and wealthy private clients as well as institutional investors. An Austrian special or major investor fund offers numerous advantages, distinguishing it as an ideal and transparent management instrument for securities investments.

Your comprehensive fund specialists

We advise and accompany our clients in the design and implementation of special and major investor funds as well as in the definition of the investment process. Our service begins with the selection of the appropriate fund structure, after in-depth advice and analysis. It includes the definition of the investment strategy and the product universe and extends to the launch of the fund. In particular, we provide investors with a suitable fund wrapper and the comprehensive services of an experienced custodian bank. We also accept mandates to manage individual sub-segments or the entire fund volume, or we delegate fund management to an external fund manager with proven expertise in the selected segment. Beyond this, we offer investors our own Group fund solutions in Liechtenstein and Switzerland. In Austria, we then serve as coordinator.

Benefit from our expertise

LLB Invest Kapitalanlagegesellschaft m.b.H. currently manages more than 220 funds with a total volume of about 7 billion Euros. The company's high level of competence and innovation makes it one of the most renowned Austrian providers in this field. Our expertise in this area is in high demand: more than 80 national and international asset managers already trust us as a custodian bank or fund wrapper service provider.