We're one of the world’s leading providers of fund administration by assets under administration (AuA).
Our services have been developed specifically for investors, including funds of funds, institutional investors and family offices. We provide the tools, transparency and reporting you need to manage complex and diversified portfolios of funds and managed accounts.
This allows you to focus on the lucrative work of analysing and selecting funds, rather than the often-onerous task of administration and reporting.
Our investor services offering includes:
- Collecting and maintaining investor records
- Completing rigorous Know Your Client and anti-money laundering checks on investors
- Preparing and distributing dynamic investor statement reports
- Calculating incentive fees via an automated online platform
- Answering investors' queries.
How can we help?
To discuss how Vistra can help you with Investor Services, simply complete this form and one of our experts will contact you.
The rise of ESG, public demands for corporate transparency, new regulations and other factors have made sound corporate governance more important than ever for organisations looking to lower risk. Anyone developing a corporate governance strategy must understand the importance of directors, directors’ duties and responsibilities, and what makes a good director.
Trade wars, regionalisation, supply chain transformation and growing tax complexities across jurisdictions have made transfer pricing compliance more challenging than ever for multinational organisations.
Partner with Vistra to give your Portfolio companies the help, expertise and experience - not to mention on the ground local knowledge to expand their business whilst protecting your and their investment.
We go to the ends of the earth for you
- 5,000 Professionals
- 85+ Offices
- 45+ Jurisdictions