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Pfolio Mng/Family Office who needs customized investment certificates
- Assessment of investment needs and requirements (diversification, alpha seeking, tax optimization).
- Design of the investment certificate, beauty contest to identify the issuing bank, structuring phase with the traders of the issuing bank.
- 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).