Portfolio Management

Establishing your alternative investment fund with regulated portfolio management expertise

When setting up your alternative investment fund (AIF), KENDRIS Capital Limited usually assumes the fund’s management. The following models are available for setting up the portfolio management service:

Delegation model 
The Fund Manager assigns the Portfolio Management to the 

  • Asset Manager
  • Fund Manager
  • Private Bank
  • Investment Manager


while continuing to supervise and oversee the function.

 

Advisory model
The Fund Manager appoints the

  • Asset Manager
  • Fund Manager
  • Private Bank
  • Investment Manager
  • Other Advisor

as Investment Advisor relating to Portfolio Management. 

Investment committee
The Fund Manager establishes an Investment Committee, which acts as consultant/advisor to the Portfolio Management. The 

  • Asset Manager
  • Fund Manager
  • Private Bank
  • Investment Manager

appoints its members, leveraging their expertise to enhance the fund’s investment decision-making process and ensure alignment with the fund’s objectives.

More AIFM services

Risk Management

Effective risk management for sustainable performance, compliance, and investor confidence.

Marketing and Distribution

The right marketing strategy and distribution channels for your alternative investment funds.

Fund Set-up and Launch Support

A holistic approach with end-to-end management from set-up, launch and daily operations.A holistic approach with end-to-end management from set-up, launch and daily operations.

Fund Administration and more

Dedicated fund administration and further fund related services to streamline operations, ensure compliance, and enhance efficiency.

Key contact

Nikolas Charalambous
Nikolas Charalambous
Managing Director
MBA, BSc. Accounting
T +357 24 205300
Kyriacos Antonaki
Kyriacos Antonaki
Operations Manager
MBA, BSc. Economics
T +357 24 205300