A lean and simplifying solution for asset management
Fully discretionary management of an unlimited portfolio of underlying assets within a single bankable instrument with ISIN code. The best way to aggregate clients in one execution venue without moving them from their bank.
What makes our Actively Managed Certificates unique?
DIRECT MARKET ACCESS
State of the art execution via online platforms and the bank’s trading desk
Great flexibility on underlyings with no restrictions on the number of rebalancing
OWN TRACK RECORD
Your ISIN, available on Bloomberg
2-3 weeks time to market
FLEXIBLE, EFFICIENT AND SCALABLE
Active trading of all underlyings in one portfolio.
Clients can easily subscribe the ISIN from their own bank.
ACCESS TO OUR DISTRIBUTION NETWORK
You deliver performance, we introduce you to our network.
Roadshows with our institutional clientele.
A COMPREHENSIVE SOLUTION FOR ALL NEEDS
LUXEMBOURG SPV
Minimum size required / suggested
CHF 3’000’000
Target Investor
RETAIL AND PROFESSIONAL INVESTORS
Listing
MORE INFORMATION
Possible listing on
No issuer default risk due to segregated compartments
XS ISIN under English law
BANCA CREDINVEST
Minimum size required / suggested
CHF 1’000’000
Target Investor
PROFESSIONAL INVESTOR
Listing
MORE INFORMATION
Fastest time to market
Possibility to remove issuer default risk via SIX TCM collateralisation
CH ISIN under Swiss law
GUERNSEY SPV
Minimum size required / suggested
CHF 1’000’000
Target Investor
PROFESSIONAL INVESTOR
Listing
MORE INFORMATION
No withholding tax for AMCs on fixed income
No issuer default risk due to segregated compartments
CH ISIN under Swiss law
Request Information
Do you have a strategy for an AMC or just want to know more?
Unique Trading Setup
PROPRIETARY IT SYSTEM
ONLINE TRADING PLATFORMS
...more to come
TRADING DESK
Telephone
Email
Bloomberg
SWIFT
Chat
CONSOLIDATED POSITION IN THE E-BANKING
Quick Time to Market
One Execution Venue for all Clients
Our Distribution Network
Banks
Broker Dealers
Family Offices
Asset Managers
Funds
HNWI
Over 50 institutional accounts
More than 30 EAMs issued AMCs with us
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