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).