Streamlining AIFMD Annex IV Reporting: A Client Interview with New Tower Trust Company
In today’s rapidly evolving AIFMD landscape, Annex IV Reporting is of upmost
importance for AIFM’s. New Tower Trust Company, a prominent player in the fund
management industry, recently shared their positive experiences with Matterhorn, a
leading software and service provider specializing in AIFMD Annex IV reporting. This
blog post provides insights into their interview, highlighting the benefits they have
gained from partnering with Matterhorn Reporting Services.
New Tower Trust Company operates the BGO Diversified US Property Fund LP, an
open-end core real estate private equity fund that focuses on investing in high-quality
real estate assets across the United States. Their low-leveraged and diversified
portfolio is designed to meet the needs of institutional investors.
Time and Cost Savings with Matterhorn
When asked about the impact of
Matterhorn’s services on their AIFMD Annex IV reporting, New Tower Trust Company
expressed their satisfaction with the time and cost savings achieved. By leveraging
Matterhorn’s Annex IV reporting expertise, New Tower Trust Company reduced the
burden associated with fulfilling AIFMD Annex IV reporting requirements for their
fund. This allowed them to allocate more resources to their core responsibilities, such
as investment management, performance analysis, and fiduciary services for their
Enabling Focus on Core Responsibilities
Matterhorn’s role as a trusted third-party
service provider has proven invaluable to New Tower Trust Company. By offloading
the complex and time-consuming task of AIFMD Annex IV reporting, New Tower
Trust Company and BGO have been able to shift their focus to what they do best:
delivering exceptional fund management services. The partnership with Matterhorn
has allowed them to concentrate on strategic decision-making and providing the best
possible outcomes for their clients.
Tangible Results and Improvements
One of the notable benefits highlighted by New
Tower Trust Company was the proactive communication and support provided by the
Matterhorn team. They appreciated the timely updates on regulatory changes and
the potential impact on their quarterly filings with CSSF (Commission de Surveillance
du Secteur Financier).
Exceptional Support and Communication
New Tower Trust Company praised the
level of support and communication they have received from the Matterhorn team.
The quality and professionalism of the service were described as excellent, which
further strengthened their confidence in the partnership. The proactive and ongoing
communication between both parties has fostered a collaborative environment,
facilitating smooth operations and an efficient reporting process.
Recommendation to Peers
Based on their positive experiences, New Tower Trust
Company wholeheartedly recommends Matterhorn’s services to their peers. The
level of service and expertise provided by Matterhorn has proven to be invaluable for
New Tower Trust Company, and they believe other institutions would benefit greatly
from partnering with them. The timely and competent support, coupled with the
seamless reporting process, make Matterhorn a reliable and trusted choice for
AIFMD Annex IV reporting services.
New Tower Trust Company’s interview sheds light on the advantages of partnering
with Matterhorn for AIFMD Annex IV reporting needs. By entrusting their reporting
obligations to a specialized service provider, New Tower Trust Company has
experienced significant time and cost savings. Furthermore, the collaboration has
allowed them to focus on their core responsibilities, ultimately benefiting their clients
and enhancing overall performance. With their exceptional support, proactive
communication, and expertise, Matterhorn has proven to be a reliable partner for
fund managers seeking a streamlined Annex IV Reporting process.
Thank you, Ian Butler, for the interview and trust in Matterhorn.