Who We Serve

Who we serve

At Carvetian, our relationship with you begins with the understanding that no two fund hosting solutions are the same. That there are no off-the-shelf solutions and each client – whether you are a family office, investment manager, partner or financial advisor – has a distinct proposition that requires tailored advice and real insight to address your unique fund requirements.

Driven by our independence

Being unconditionally impartial and unfettered by in-house biases or affiliations gives us the independence to create bespoke solutions based on your needs, not ours.

It enables us to create mutually-beneficial relationships that are built on shared purpose and clear performance objectives.

It also gives us the freedom to be flexible in our service and innovative in our approach.

360° SERVICE

Our service revolves around you.

If you are planning a fund launch, we can assist at every stage of the process, from initial concept and objectives to FCA approval, with the single goal of ensuring your fund thrives. In contrast, we offer a fund transfer service for those wishing to rehouse an existing fund that seamlessly meets all legal, technical and operational requirements.

In short, we pride ourselves on being a full-service host ACD that delivers a genuinely collaborative and comprehensive service to the widest range of clients.