Service 04 · With BNP Paribas, Leonteq, Marex, Vontobel, BBVA, UBS

Certificate Issuance

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

Structured products,
structured the right way.

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.

6 Issuer Partners
AMC + Passive Product Types
Custom Risk/Return
6 Issuers
Tier-1 Bank Partners
BNP Paribas Leonteq Marex Vontobel BBVA UBS

How It Works

From thesis to tradeable instrument.

Every certificate starts with a view and ends with a product investors can actually trade.

01

Thesis Definition

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.

02

Structure & Issuer

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.

03

Issuance & Listing

We coordinate the legal documentation, ISIN allocation, exchange listing, and distribution setup. The certificate is ready to trade through the normal channels.

04

Lifecycle Management

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

Four shapes of structured exposure.

Actively Managed Certificates

AMCs where the underlying basket is actively managed against a defined mandate. Flexibility of a fund, wrapper of a certificate.

  • Dynamic basket management
  • Fund-like flexibility
  • Certificate wrapper

Passive Structured Products

Passive certificates tracking indices, baskets, or custom references. Transparent, cost-efficient, and defined from day one.

  • Index & basket tracking
  • Transparent pricing
  • Defined payoff

Custom Risk/Return Profiles

Capital protection, enhanced yield, barrier structures, and leveraged exposures — designed around your payoff preference, not off a rack.

  • Capital protection
  • Barrier & yield structures
  • Leveraged exposures

Multi-Issuer Partnerships

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.

BNP Paribas Leonteq Marex Vontobel BBVA UBS

Trusted by the best.

Goldman Sachs UBS Citi Deutsche Bank Coutts J. Safra Sarasin Pictet

Have questions?