Marcuard Heritage - Expanding the product range

Expanding the product range

Marcuard Heritage was seeking an opportunity to expand their traditional investment approach by creating a product range beyond the classical portfolio offerings. This would include higher-yielding alternative investments, high-conviction hedge funds strategies, credit, and private debt fund. Establishing such products via a fund of fund setup can be time-consuming, costly, and potentially challenging for investors to access. 

“We want to facilitate our client’s access to new asset classes and to ensure that they have more opportunities for returns.”

AMC with illiquid assets, such as private equity, private debt and hedge funds

By opting for an Actively Managed Certificate (AMC) solution, Marcuard Heritage was able to introduce a versatile product that offers easy accessibility to their qualified clients. The compact size of the AMC made it an ideal choice for prompt execution, and also facilitates investment with smaller ticket sizes, in contrast to traditional investment products. 

“GenTwo is the perfect partner with the expertise and knowledge required to offer alternative investments effectively. The AMC solution allowed us to pool investors into a product opening investment opportunities into hedge funds with higher minimum investments.”

AMC on Special opportunities expands product range 

Through GenTwo's AMC, Marcuard Heritage was able to expand its investment offering to illiquid assets. The product has been embraced by clients and demonstrated remarkable stability, even in challenging market conditions. 

“Our product offering has grown with many opportunities for the future, complementing our corporate strategy and allowing us to hold assets that were previously not possible.”