Service 04 · With BNP Paribas, Leonteq, Marex, Vontobel, BBVA, UBS
Creation of both passively and actively managed certificates in partnership with leading investment banks. Structured products designed for specific risk/return profiles across equities, indices, and thematic baskets.
Overview
Both actively managed certificates (AMCs) and passive structured products are available. We design the strategy, negotiate terms with the issuer, and stay with the product through its life — so you’re not handed a term sheet and left to manage it alone.
How It Works
Every certificate starts with a view and ends with a product investors can actually trade.
We define the underlying strategy: sector, theme, relative-value pair, or custom basket. We map out the payoff profile, risk profile, and target investor base.
We select the right issuer partner based on product type, cost, and distribution. Terms are negotiated to align the structure with the investor’s economics, not just the issuer’s.
We coordinate the legal documentation, ISIN allocation, exchange listing, and distribution setup. The certificate is ready to trade through the normal channels.
For AMCs, we manage the active strategy through the product life. For passive structures, we monitor the reference and manage any lifecycle events. You remain informed throughout.
What We Issue
AMCs where the underlying basket is actively managed against a defined mandate. Flexibility of a fund, wrapper of a certificate.
Passive certificates tracking indices, baskets, or custom references. Transparent, cost-efficient, and defined from day one.
Capital protection, enhanced yield, barrier structures, and leveraged exposures — designed around your payoff preference, not off a rack.
Access to six tier-1 issuer partners. We pick the issuer that offers the best terms for the specific structure, not the one that called first.