Hummingbird Capital Partners / Switzerland
Swiss Mandate Design
For selected professional and institutional clients, HCP coordinates scoped buy-side mandate design and implementation planning for Swiss companies, involving appropriately qualified specialists where needed.
For selected professional and institutional clients
Discuss your mandate
- 01
Mandate
Define the mandate: objectives, roles, decision rights and required documentation.
- 02
Regulatory map
Map regulatory touchpoints: individual client-adviser registration where applicable, and whether an AMLA/SRO assessment is needed.
- 03
Implementation
Plan the Swiss corporate structure and practical implementation sequence with the right specialists.
What our role covers
A practical work plan: clarify who does what, document controls and hand off reserved functions to appropriately qualified or authorised parties. Each mandate is assessed on its facts; no approval or outcome is promised.