Product Payoff Diversity

With access to more than 20 issuers worldwide, we are independent and structure investment solutions for advisors, asset managers, banks, pension funds and institutional clients seeking to optimise their risk/return profile through:

• Capital Protection Notes (PPNs)
• Autocallables Notes
• Booster Notes
• Credit Linked Notes (CLNs)
• (Barrier) Reverse Convertibles
• Discount Certificates
• Bonus Certificates
• Hedging Solutions: Warrants or Mini-Futures
• Outperformance and Leverage Products

 

Product Accessibility

We make access to our products simple and available in a fully regulated ecosystem. Clients access our solutions through prominent financial institutions including:

• Life & Pension companies;
• Investment & fund platforms; and
• Prominent stock exchanges across Europe and North America

Flexible. Cost-effective. Fast.

Our firm is an issuer of Active Managed Certificates (AMCs) – investment solutions designed for independent asset managers seeking efficient and portable pathways to make their investment strategies accessible. We enable asset managers to securitise their strategies and portfolios into investable certificates cost-efficiently and fast. Our AMCs provide a flexible and dynamic solutions that allow you to bring your bespoke investment strategies to market without the operational burdens typically associated with funds.

By partnering with us, you can focus on what you do best – managing assets – while we handle the complexities of issuance and administration.

Performance in all market conditions.

Markets can be volatile and unpredictable so investment strategies don’t always go to plan or go to plan earlier than expected. Our advisory team works with clients to devise solutions when structured notes need to be repurposed to meet changing investment conditions or new priorities on investment objectives. Our team can assess alternative options when structured notes underperform, and provide enhanced early secondary market liquidity when clients seek to crystallise returns prior to pre-defined observation/call/coupon dates.

Index Development

For clients seeking to capture investment themes in proprietary or customized indices we work with our counterparty banks to support the development of solutions that are calibrated to fit your specific needs.

Institutional quality, irrespective of your size.

We make Over The Counter (OTC) derivatives exposures available to clients in a variety of forms including warrants and options that provide clients with exposures that are difficult to access using traditional market instruments.

Clients can create exposures to market themes like:

• Inflation
• Emerging Market FX
• Interest Rates
• Commodities
• Precious Metals
• Digital Currencies

Tap into our sources & filters.

Information and data are incalculably important however both are now more abundant than ever. We understand how to source and intelligently process information to derive actionable signals & insights for our clients drawn from our capacity to tap into our counterparty banks, asset managers and industry specialists our firm is connected with.

Guard what’s important.

We provide clients with access to prominent financial institutions and brokerages to provide custody and execution solutions that are safe, reliable and cost-effective. Our firm has relationships with services providers that include the world’s largest custodians, derivative exchanges and private banks.