Case Study: Marcuard Heritage expands its product range with GenTwo's AMC solution

Marcuard Heritage expands alternative investments with GenTwo's AMC in days

Marcuard Heritage sought to expand its traditional investment offerings to include higher-yielding alternatives like hedge funds and private debt. The challenge was that establishing these products through a conventional fund-of-funds structure was time-consuming, costly, and created access barriers for investors. To overcome this, they turned to the vendor GenTwo for a solution.

GenTwo implemented an Actively Managed Certificate (AMC) solution, which provided a versatile and compact product structure. This allowed Marcuard Heritage to offer its clients easy access to illiquid assets with smaller investment tickets. The solution was embraced by clients and demonstrated remarkable stability in challenging markets, successfully expanding the firm's product range in line with its corporate strategy, as facilitated by GenTwo.

Marcuard Heritage