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Pfolio Mng/Family Office who needs a structured products broker
- Assessment of investment needs and requirements (diversification, alpha seeking, tax optimization).
- Access to the alternative investments and structured products data room, including access to due diligence, technical papers, and direct contact with issuing banks and/or fund managers.
- Pricing assessment, cost evaluation, negotiation, and intermediation.
- The Portfolio Manager or the Family Office proceeds with the execution of the trade in private placement or on the public market (based on the nature of the identified product).
