Malta Head Office
Mr. Nicholas Zahra
Office Tel: +356 2576 6789
115,1st Floor, Msida Valley Road,
Birkirkara BKR9024, Malta
Mr. Frank Suess
Office Tel: +41 41 712 2710
Mr. Brendan Conlon
Office Tel: +353 2388 49926
Mobile Tel: +353 86 839 8133
For any general inquiries, please fill in the following contact form:
WHO WE ARE
Bastion Wealth is a registered and authorized Alternative Investment Fund Management (AIFM) company in Malta in accordance with the EU Alternative Investment Fund Management Directive (AIFMD).
Bastion is a joint-venture company between BFI Capital Group, a Swiss portfolio management firm, and Alpine Group, a diversified Maltese holding company. The synergies brought about by this joint venture enable our Bastion team to benefit from the considerable experience, skills and networks of our partners in the funds and wealth management industry. Our founders’ business activities jointly cover a wide geographical area with strong links in the US, Ireland and the UK, in addition to their own domestic markets.
WHAT WE DO
Bastion Wealth offers its clients a comprehensive package of fund services, from the definition and set up of a fund to its ongoing administration, investment management, risk management and compliance. We do this with a modular approach that allows for a tailored service and pricing package, meeting each client’s specific needs and objectives.
Our team has pooled its collective experience to create a “platform of services” that provides asset managers, fund managers and family offices acces to a unique and timely service, facilitating their launch of a new fund or conversion of an existing fund. We have done most of the preparatory work for you – the licensing, the structure, the contractuals, and the expertise are ready to use.
Our AIFM license, for instance, enables our clients to manage and to market funds, including EU regulated alternative investment funds (AIFs), across Europe. We have set up fund structures in Malta and the Cayman Islands, which are ready to be used for the prompt set up of additional sub-funds. We have brought together an inter-disciplinary team that provides you with all the required tools to operate your investment fund.
Malta is recognized as the emerging fund jurisdiction in Europe, with an English-speaking workforce and full EU membership. Bastion Wealth has set up a SICAV, the Bastion Wealth Strategies SICAV p.l.c., as a collective investment scheme organized as a multi-fund limited liability investment company with variable share capital under the laws of the Republic of Malta and licensed by the Malta Financial Services Authority under the Investment Services Act, Cap 370 of the Laws of Malta, as an Alternative Investor Fund.
Under this structure, Bastion presently manages a range of licensed AIFs with differing strategies and underlying investments. The structure allows for the fluid establishment and efficient maintenance of additional AIFs, licensed and registered in Malta. The services we offer allow selective fund managers to transfer their fund or to launch a new fund (AIF’s and UCITS) from this platform, without having to deal with cumbersome administrative and regulatory related work.
Low cost EU center with all EU advantages
Approachable and cooperative regulatory authority
Tax efficient jurisdiction, in excess of 75 double taxation treaties
Excellent geographical connectivity to Europe, Middle East and Africa
The Cayman Islands are one of the leading global fund jurisdictions; the preeminent offshore fund center with a proven track record. With 11,000 registered funds, over 75% of all offshore funds are established in the Cayman Islands. Bastion Wealth has established a Cayman segregated portfolio company (SPC) called the Bastion Wealth Cayman SPC with a local company number of 310017. This SPC is established with statutory-based segregation of assets & liabilities between the different segregated portfolios created by the company.
The Bastion Wealth Cayman SPC is licensed by the Cayman Islands Monetary Authority (CIMA) under the Mutual Fund law (2015 Revision), and has a CIMA registration number of 1296330. Bastion Wealth can assist fund managers launch AIF’s in the Cayman Islands, which can subsequently be distributed in Europe via Private Placement.
Cayman fund structures are very familiar to investors & managers globally
Cayman has a stable political & economic environment
Tax efficient setup
Very good connectivity to North America
HOLISTIC FUND MANAGEMENT SERVICES
Providing fund managers with turn key solutions
Our comprehensive and modular approach ensures a tailored solution, and one that can be adjusted flexibly over time as needed
Licenses, structures, processes and relationships in place to speed up your “going to market” strategy
Very competitive set up costs and ongoing servicing fees, and the avoidance of the costs and potential mistakes of “doing it yourself”
We take care of regulatory formalities, compliance and structures, while you focus on what your best at: managing assets
Let us help you get started! Do you have an exceptional strategy? Are you a proven or talented manager looking to start his or her own fund? You should contact us!
Being entrepreneurs ourselves, we are passionate about supporting and enabling those striving to write their own success stories. We invite you to introduce yourself and your investment strategy as we have supported a number of outstanding managers and given them access to our comprehensive fund and management services ... for FREE!
We will support you in achieving your business development objectives by establishing your organizational set-up as well as creating your offering documents, legal contracts, and communicating with regulatory counterparties.
At Bastion Wealth we work with fund managers in a variety of jurisdictions, helping them meet the growing regulatory requirements in an effective and efficient manner.
Bastion’s services are of interest to start-up and emerging fund managers, family offices and financial institutions looking for a cost effective, hassle free solution in launching a regulated fund structure. But they will also benefit larger, established managers, who may also be MIFID licensed and require an AIFM solution, but do not wish to license it themselves.