Structuring of Financial Products
We formulate the detailed investment strategy with our clients, validate future investor groups and devise 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 rely on our broad network of service providers and initiate the implementation, depending on the court ruling. (CH, DE, UK, Luxembourg, etc.) We coordinate the work with portfolio managers, banks, law firms, auditors and regulatory authorities. In close cooperation with the client, we draw up all formal documents, including statutes, Issue Prospectus and application forms. We create marketing material, such as teasers, presentations and key figures with the client. We support the capital acquisition with dedicated sales partners in different regions and support the client as an Administrative Investment Advisor 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 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 devise financing solutions with debt, Mezzanine or equity.