Investcorp Essay

1081 Words3 Pages

The White Paper outlines a business proposal for introducing Investcorp into the Swiss market that can offer the company expansion in their sales and investments. Investcorp is a multifaceted firm providing corporate investments, real estate and hedge funds, and arranged investments with a collective value of nearly $44 billion dollars annually. They are a mid-market private equity firm with over thirty years of experience investing in the global market. The company has excelled in catering and serving clients wealth and assets with institutional clients such as Tiffany & Company. Our objective is to illustrate the advantages and opportunities to increase investments by establishing an offshore bank in Zurich, Switzerland. Zurich is one of …show more content…

Switzerland’s neutral status has been a key component in helping the country retain its economic stability and low inflation rate, ensuring the Swiss franc to remain one of the world's strongest currencies. With a sound regulatory environment and minimal barriers to business growth, Switzerland is a low risk to foreign investors. The impressive GDP figures of Switzerland are a direct externality of the “highly developed financial sector” that makes them a focal point for global trade and investment. Furthermore, Switzerland’s bilateral relationship with the European Union is an excellent prospect for Investcorp to widen investment opportunities in Europe. Investcorp offshore bank in Zurich can further enrich and strengthen the long-standing relations with the Baltic States and the Middle East. The assessment of Investcorp to open an offshore bank in Zurich is a strategic and profitable business decision that will generate billions of dollars in profit creating a strong repertoire of the …show more content…

Investcorp primary client base consist is within the six countries in the Gulf, however it also a large clientele in North America and Europe. The main offices are located in Bahrain, but its other two main locations are in New York and London. Investcorp operates in two main segments: Fee income and Fee Business. The fee business segment includes co-investment business (“Investcorp Bank,” 2016). Co-investment business comprises of corporate investments, real estate investment, and hedge funds. Investcorp corporate locations in North America and Europe concentrations on investment opportunities in mid-sized companies (“Investcorp Bank,” 2016). The company’s sites in the Middle East and North Africa (MENA) focus on managing minority or majority investments in mid-sized companies, particularly family-owned businesses. Real Estate Investment offers clients investment opportunities for cash flow and capital gains over a 5-year investment period (“Investcorp Bank,” 2016). The company’s hedge funds yield risk-adjusted returns from hedge fund investments. Investcorp diligently co-invest with their clients to ensure that the firm’s interests are firmly aligned with the company (“Investcorp”). Investcorp primary factor in generating income is allocating the funds of clients in various investments and retaining a portion of the

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