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).