AMC: Innovation and tailoring for flexible investments

In an increasingly dynamic financial market, where execution efficiency and the ability to quickly adapt to regulatory changes are essential, Credinvest Bank stands as the ideal partner for institutional clients across Zurich, Lugano, and major international markets.

Credinvest Bank offers an advanced solution—a highly structured and interconnected digital platform designed to meet the most complex needs in the fields of securitization, structured products, and actively managed certificates (AMC). With a strong presence in Switzerland and internationally, the bank caters to external asset managers, banks, funds, family offices, and brokers, providing an integrated strategy that combines specialized expertise, proprietary infrastructure, and a highly customizable digital platform.

A decade of experience in Actively Managed Certificates (AMC)

Actively Managed Certificates (AMC) represent one of the most innovative solutions in the investment landscape. These structured financial instruments combine the flexibility of complex financial products with the speed and simplicity of modern solutions like ETFs, offering unique opportunities to tailor investment strategies.

What is an AMC?

An AMC is a financial solution that encapsulates an investment strategy in a tradable certificate, but with strong flexibility and speed. This instrument enables real-time exposure to diversified asset classes, such as equities, bonds, cryptocurrencies, private equity, and hedge fund strategies. Each certificate issued is backed by an ISIN, ensuring transparency, security, and full compliance with international regulations.

Why Choose Credinvest Bank?

Banking stability: Unlike other financial players operating through less regulated platforms, Credinvest Bank ensures the stability and solidity of a bank, with robust capital and stringent regulation. Continuity and protection form the foundation of our offerings.

Speed and customization:
With Credinvest Bank, the creation of an AMC is quick and efficient. You can configure and launch strategies in a very short time—up to 10 business days—without facing the delays typical of traditional funds and products, ensuring maximum responsiveness to market conditions. The tailored approach does not stop once the strategy is launched. Indeed, the relationship manager-client communication continues throughout the process.

Multiple asset options:
Credinvest Bank allows you to combine diversified assets—from equities to alternative funds, cryptocurrencies, and private equity—enabling highly customized investment strategies tailored to your clients' needs.

Competitive costs and flexible ecosystem:
The cost structure is transparent with no surprises after issuance. With efficient off-balance-sheet management, product risk is minimized, making the entire process more cost-effective compared to other traditional solutions.

Compliance and transparency:
Every actively managed certificate issued in accordance with Swiss and international regulations, with an ISIN to ensure full traceability and transparency in financial movements.

Benefits for counterparties

For External Asset Managers:

• Flexibility and speed: Strategies can be personalized in real time through various trading venues (e.g., Credinvest, IBKR, SAXO, etc.), and certificates can be launched quickly, minimizing waiting times compared to traditional funds.
• Variety of assets: The selection of assets is broad, covering all investment classes (e.g., listed securities, private debt, private equity).
• Lower costs: The streamlined cost structure compared to traditional funds reduces overall management costs.
• Visibility: The Credinvest platform includes options for listing on regulated markets (e.g., Borsa Italiana), increasing transparency, credibility, and attractiveness to both institutional and retail investors.

For Investors:

• Customizable solutions: Each AMC can be adapted to meet specific risk and return requirements, providing greater strategic control.
• Transparency and traceability: Thanks to the ISIN, each investor can easily monitor the performance of their investments with full visibility.
• No counterparty risk: The Credinvest Bank platform enables the creation of AMC without exposure to bank risk, effectively removing the issuance risk usually linked to bank-backed investment products
• Tax Efficiency: It is possible to consolidate investments and optimize taxation on an aggregated basis.

Credinvest Bank: The Solution for the future of investments

AMC represent the future of investments, with management that can respond in real time to market challenges while maintaining high transparency and customization of solutions.

Choose Credinvest Bank and discover how we can help you transform every investment idea into multiple financial opportunities, with an integrated ecosystem that allows you to act quickly and with trust. Contact us today to explore the most advanced solutions in the world of investments.