Fund Investments

In parallel with its direct investment activity, Fortis Merchant Banking's Private Equity unit manages a portfolio of top-quartile alternative investment funds (private equity and hedge funds) that is appropriately diversified with respect to geography, investment segment, industry, strategy and vintage year.

Our clients

For our private equity investments, we target funds in buy-out, venture capital, distressed, mezzanine, niche or special situations, with a preference for investing in Europe, North America and Asia. For our hedge funds portfolio, we target top performing funds with various types of strategies, active in different geographical zones.

How we can help you

Fortis has been active in fund investments for more than ten years. A fully dedicated fund investment team was set up with offices in Europe and the USA, which applies a disciplined process in its search for the world's top fund managers for our Private Equity unit to invest in.

Beyond pure investment, we also assist fund managers with a wide range of customised financial services and solutions, inter alia:

• acquisition finance and advisory
• a complete range of banking services
• a wide range of insurance products

In addition, Fortis Merchant Banking's Prime Fund Solutions unit provides services dedicated to fund managers, including set-up, administration, custody, risk management, specialised online tools, research, securities lending, etc.

Fortis Merchant Banking: the right choice

Typically, the amount we invest in alternative investment funds ranges from EUR 10 to EUR 40 million. We can also co-invest in transactions initiated by the private equity funds in which we are stakeholders. Furthermore, our Private Equity unit can introduce the fund manager to other banking and/or insurance-related services and provide access to the entire Fortis network – for the fund or its underlying investment companies. Fund managers can also be introduced to the specialist in our Prime Fund Solutions unit.