Private Investment Fund / Investment Vehicle Advisory Services (Bermuda)

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Private Investment Fund / Investment Vehicle Advisory Services (Bermuda)

Launching a private investment fund or setting up an investment vehicle can be complex, with many unfamiliar challenges for the sponsors. Such challenges include:

  • Choice of vehicle and structure.
  • Jurisdictional and regulatory considerations.
  • Legal documents.
  • Governance structure.
  • Tax and financial reporting.
  • Evaluation and selection of service providers.
  • Internal controls and procedures.

This is where Alexander Advisory Limited can make a difference. We specialize in the Wealth and Asset Management sector and have in-depth experience in private investment fund / investment vehicle.

Bermuda – A jurisdiction of choice for servicing private investment fund / investment vehicle

Bermuda’s reputation for quality and expertise in the area of private investment has proven an important differentiator for our jurisdiction. Bermuda is renowned for supporting entrepreneurship while also ensuring compliance with the rule of law, high standards of corporate governance and industry best practices.

Our services

  • Formation and structuring advisory services for private investment fund / investment vehicle
  • Advise on operational set-up
  • Documentation of internal control and procedures
  • On-call advisory
  • Fund accounting and financial reporting
  • Investor services
  • Outsourced CFO
  • Valuation support
  • US reporting

We offer services to the following clients:

  • Alternative Investments – Private Equity, Real Estate, Hedge Fund, Hybrid, Venture Capital, ILS Fund.
  • Emerging and Middle Market Managers.
  • Family Office and Private Clients.

Our unique value proposition

  • Expertise – Multi-disciplinary team with combined legal and financial expertise.
  • Client service – Responsive, flexible and personalized approach to client service.
  • Accessibility – A service philosophy of extensive senior executives’ involvement.
  • Team – Full attention of an experienced, knowledgeable, and proactive client service team.
  • Price – Fair and flexible fees.


Brochure – Private Investment Fund / Investment Vehicle Advisory Services (Bermuda)