Private Assets Working Group

The Findel Private Assets Working Group (“Private Assets WG”), is chaired by Rafal Kwasny from Franklin Templeton Luxembourg with Vanessa Grueneklee from Schroders as Deputy Chair of the Working Group and  consists of Findel members interested in alternative product operating models.

Our aims…

The group’s primary goal is to promote best practices and address common pain points among Asset Managers, Distributors, Platforms, and Transfer Agents in relation to Private Assets products. The WG will focus on topics such as automation best practices, investor onboarding, gating, standardising distribution models, investor communications, data sharing, and taxation related to Private Asset investments. The Private Assets WG will share practices, conduct surveys, and organise meetings with third-party providers and asset services to advance its agenda.    For further information on this working group, please refer to the attached Terms of Reference.

 

Private Assets Blog…

 

Coming soon!

 

 

Future