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Programme Latitude · Phase 3 of 7

2028: European platform and the records estate

The third phase scales the European fund platform. Latitude European Platform SCA SICAV goes from four compartments to six, and the Irish umbrella takes two further sub-funds rather than a second vehicle. One platform, one authorised manager and one depositary cost less to run and are easier to explain to an investor. Luxembourg adds four people in entity governance and oversight of the administrator.

Year
2028
Regions
Europe
Investment
US$34 million
Offices affected
Luxembourg, Dublin, Zürich, Amsterdam, St Helier

The phase

The phase also settles the records estate. The group primary systems in George Town and the Luxembourg replica move out of shared racks into co-located halls with contracted power, contracted cooling and a named operator at each site. Zürich extends the custody arrangements that hold private-wealth assets so that they cover two further booking centres.

Milestones

  • European fund platform raised from four compartments to six during 2028.
  • Irish umbrella carrying two further sub-funds under the existing authorised manager and depositary.
  • Co-located data halls live in George Town and Luxembourg, holding every Tier 1 system and its replica.
  • Zürich custody arrangements extended to the Bahamian and Jersey booking centres.
  • European headcount raised from 68 to 80 and the European client portfolio to US$260 million.
  • Two further European registrations completed, taking the group to 32 jurisdictions.

Initiatives in this phase