Structuring of financial products
We capture the detailed investment strategy with our clients, validate future groups of investors and define the adequate financial product. Services of structuring range from a simple foundation of Special Purpose Vehicles (SPVs), emissions of notes to drawing up a regulated Fund like SICAV-SIFs. While structuring we can fall back on our broad network of provider of services and depending on the court ruling (CH, DE, UK, Luxembourg, etc.) initiate the implementation. We coordinate the work with portfolio managers, banks, law firms, auditors and regulatory authorities. In close cooperation with the client, we draw up each formal document like statutes, emission prospects and application form. We create marketing material like teaser, presentation and key figures with the client. We support the capital acquisition with dedicated sales partners in different regions. The client will be supported by us in the task of the administrative investment advisory in the operational business.
We are a flexible partner in the area of structuring transactions. Together with the client we validate the financial structuring strategy and set up in cooperation a business plan with detailed key figures. Based on this document we contact our investor groups and present the project. Depending on the area of the project we develop possible financing options with institutional or qualified investors in combination with banks and insurances. There, we will draw up financing solutions with dept, Mezzanine or equity.