Services
FWU Invest offers a comprehensive range of professional investment management services tailored to meet the diverse needs of our clients. Our services include discretionary portfolio management, managed accounts, fund set-up, administration, quantitative investment modelling, as well as risk management and compliance services.
Discretionary Portfolio Management
We manage a large array of UCITS funds through our Forward Lucy product range, featuring a broad selection of underlying strategies—from thematic equities to low-risk fixed income and everything in between—while also offering a managed account service that delivers tailor-made investment management solutions.
Third-Party Fund Administration
Our third-party fund administration service delivers seamless and efficient back-office support for a wide range of investment funds. Leveraging local expertise, we provide comprehensive solutions—including fund accounting, valuation, regulatory reporting, and compliance—to ensure operational excellence and peace of mind for fund managers.
Quantitative Investment Consulting
Our investment consulting service delivers essential data for innovative model building, rigorous backtesting, and precise model configuration. By equipping investors with robust analytics and actionable insights, we empower their investment strategies and help them navigate complex markets with confidence.
Marketing Support
Our marketing support service offers tailored solutions to enhance your brand's visibility and engage the right audience. By combining creative strategy with digital expertise, we help craft compelling messages and execute targeted campaigns that drive investor interest and foster growth.