ABOUT US


WEFI S.A., a Luxemburg company founded in 2009, provides management, consulting and liquidation services for the fund industry. Let us help you improve your corporate governance with our independent board directors for your investment fund or management company. By assuming the duties as your Liquidator, we can assist you with the details of liquidation for your regulated investment funds.  Management companies, UCITS funds, alternative investment funds, alternative investment fund managers, etc. are current clients benefiting from our experience and expertise in the fund industry.

SERVICES


Independent Director

Long at the heart of corporate governance policies has been the issue of Director independance. Having independent non-exectutive directors present in your company is considered a favorable option for protecting the interests of share holders and affected stakeholders.

Having directors on each board who are free of any conflict of interest promotes a healthy corporate climate. The intent is to allow appropriate oversight and challenge management recommendations or proposals in a watchdog manner so that good corporate governance prevails. In the spirit of fairness, directors make objective decisions which may be in conflict with the self-interests of management. The role of the Independent Director is a vital function for preserving transparence for a well functioning company.

WEFI has experienced Independent Directors available for your corporate and fund governance.




READ MORE

Liquidator

As the legal representative of a company in liquidation, the Liquidator plays an important role. They maximize the funds available for creditors (lawful realisation), pay liabilities, and distribute the remaining assets to the shareholders.



The Liquidator's management duties are to perform due dilligence to ensure that taxes and all payments due or accrued, in Luxembourg or abroad, are duly paid. All pending agreements are terminated, and registrations are continued or disolved as needed. It is the Liquidator's responsibility to carry out compliance tasks (tax returns, VAT returns, external reporting, etc.) within legal deadlines. As the central contact for different stakeholders during the proceedings ( i.e. Creditors, service providers, and liquidation auditors ) they have power of attorney over the company bank account and pay all liabilities. A list of all tasks performed is presented in a report that also includes the liquidation accounts.

WEFI brings you specialized expertise to fund liquidations via their liquidation services and associated partners.

READ MORE

Consulting Services

WEFI has a large pallette of experience in the investment fund industry. We offer consulting and advisory services to help you deal effectively with your risk management challenges, to address your substance requirements (e.g. providing Conduction Officers), or to manage your portfolio management compliance.


Additionally, we can assist with your internal audits, your distribution, any due dilligence needs, and even setting up your fund.

Begin your project by letting us find you the best service providers, your suitable legal structure, and the lifetime support for your fund. We help you to help yourself by supporting your operation requirements such as Compliance, Internal Auditing, Risk Management, and many other needs you may have not considered or realized. Consider WEFI as a stepping stone for all of your funds.

Our network and qualified partners will benefit you by the broad spectrum of services at every stage of your fund cycle.



READ MORE

NEWS

2017 Sep

WEFI S.A., represented by Bertram Welsch was appointed to the Board of Directors of a fund structure at PATRIZIA Real Estate Investment Management S.à r.l.


2017 Aug

WEFI S.A., represented by Bertram Welsch was nominated as Liquidator for „LIBERTA GLOBAL FUND SICAV-FIS


2017 Jul

WEFI S.A., represented by Bertram Welsch was nominated as Liquidator for „TAURUS Invest FCP-FIS“


2017 Mar

WEFI S.A., represented by Bertram Welsch was nominated as Liquidator for „WT9-SICAV-FIS“


2016 Oct

WEFI S.A., represented by Bertram Welsch was nominated as Liquidator for „EMERGING ASIA SELECT (fonds commun de placement“


2013

Bertram Welsch was appointed to the Board of ACOLIN (LUXEMBOURG) S.A.


2013 Jul

Bertram Welsch was appointed as Conducting Officer of MERRILL LYNCH INVESTMENT SOLUTIONS - SICAV


2013

WEFI S.A. sells stake in CASO ASSET MANAGEMENT S.A. to Irish Investor


2012 Aug

Bertram Welsch was appointed as Conducting Officer of ACOLIN FUND MANAGEMENT S.A.


2009

WEFI S.A. is founding shareholder of CASO ASSET MANAGEMENT S.A.


2009 Oct

Bertram Welsch was appointed to the Board of Directors of MK LUXINVEST S.A.


CONTACT


Your message has been sent. Thank you!

Adress

42, Rue de Remich
L- 5741 Schengen (Wellenstein)

E-Mail

contact@wefi.lu

Phone

+ 352 2666 5030