Fund Migration by HIGHVERN
55% of fund managers switch administrators due to poor service
quality, including reporting errors and inaccuracies.
(Preqin, 2025)
Switching is complex. SWITCHpact is built for this.
HIGHVERN's expert-led, technology-enabled approach to fund migration manages complexity end-to-end, delivering efficient, low-risk, and fully managed transitions.
SWITCHpact is our expert-led, technology-enabled approach to fund migration, managing complexity end-to-end to deliver efficient, low-risk, and fully managed transitions.
Mobilise
We deploy a dedicated project team and specialist software.
Map & Assess
We map the migration, risk assess it, and break it into structured workstreams.
Execute in Parallel
Multiple workstreams run simultaneously, led centrally by a director.
Deliver & Transition
We manage engagement with the outgoing administrator and oversee a controlled transfer of data and responsibilities.
Our workstreams run in parallel under central oversight - accelerating delivery while reducing risk.
Transfer, rebuild and validate financial data on our systems. We reconstruct reporting and identify and resolve any historical discrepancies.
AI-driven migration and automated validation of CRM and investor data to ensure accuracy and completeness.
Specialist led KYC, not tick-box. We focus on using what exists and minimising client burden.
We manage regulator and registry engagement, review documentation, and strengthen compliance frameworks.
Carefully managed communications, tailored document transfer portals, and real-time visibility through centralised project management software.
Full review of documentation to ensure completeness, accuracy and no critical gaps.
Throughout the move,
a dedicated migration
team runs the transition,
while your service team
continues to run the structure.
- NAVs are produced.
- Reporting is delivered.
- Regulatory obligations stay on track.
Testimonials
"Highvern delivered a fully coordinated fund launch and onboarding in an exceptionally short timeframe, while also managing the transition of our existing funds. Their responsiveness, attention to detail and ability to execute at pace made them a highly valued partner."
Head of Legal & Operations, VC Fund
"We initially chose a larger administrator out of caution but quickly realised we’d made the wrong decision. After switching to Highvern, we went from feeling like a small client at a large firm to a genuinely valued partner. The impact on our business and our LPs has been significant."
Managing Partner, Global Private Equity Co‑Investment Manager
"One of our biggest concerns was how the transition would be perceived by investors, particularly around KYC. Highvern handled that process pragmatically and avoided unnecessary friction with our LP base."
Private Markets Client
18+
administrators replaced across multiple funds and structures
50%
new fund clients in 2025 were referred by existing clients, with over 30% coming through referrals annually since inception (Channel Islands).
$45bn+
group assets under administration
100%
client retention in Channel Islands - Funds since inception
"With the right technology, team, and approach, we manage that complexity so you can focus on continuity and investor outcomes."
