Issuance in Focus
Case studies
Our issuance, your products
We have more than 40+ AMCs across 4 issuance entities (Guernsey, Cayman, Luxembourg) involving equities, multi-asset, physical commodities, private credit, private equity, and venture capital. We also have access to Mauritius and structures in other jurisdictions as may be required to overcome certain hurdles.
PERSONALISED SECURITIZATION - LIQUID STRATEGIES
AMC on Multi-Asset Class Growth
Our client wanted us to help them deliver their strategy which is underpinned by an investment philosophy that emphasises including alternative investment options alongside traditional and really assets globally, to achieve greater diversification, dampen volatility and deliver consistent returns over the longer term.
Access to our PCC and off-balance sheet issuance of an Actively Managed Certificate (AMC) provided them a cost-effective solution that allowed our client to plug-in their existing broker custodian, to get going generate performance and grow AuM.
AMC on Worldwide Flexible Strategy
Our client had been exploring the fund route versus Bank-issued AMCs but really wanted a cost-effective solution which gave them an off-balance sheet solution. In collaboration with the Swissquote team in South Africa, we were able to help our client deliver a long-term capital growth strategy investing in a diversified mix of worldwide assets.
Alongside our Partners, we assist pre-trade, post-trade and work together throughout the lifecycle of our client’s product.
AMC on Dynamic Yield Opportunities
Our client wanted to deliver a dynamic and flexible multi-asset strategy combining bonds, equities, ETFs, Funds and Structured Products to create a resilient and diversified portfolio. This needed to provide leverage and allow them to use their existing broker custodian arrangements.
Alongside our Partners we worked to deliver an AMC which allows our client to achieve their goals for their investors.
AMC on Protocol 37
Our client wanted to deliver their algorithmic strategy on CFDs which specifically had to plug-in their automated trading setup with IG Prime. We worked with IG Bank and related Partners to provide an automated setup that works for them.
We also assisted our client to enable their investor’s platforms to be set up for execution into Swiss Paying Agents.
AMC on Global Macro Trend Strategy
Our client wanted to trade a specific set of global trend-following investment vehicles and strategies combined with geared equity exposure. The first hurdle was to find them a broker custodian who could trade all the assets.
Having overcome their hurdles, we were able to implement a strategy for our client that allows them to generate long-term growth for their investors investing in listed and unlisted opportunities including commodities, interest-rates, equities, derivatives and much more.
AMC on Alternative Assets
Having already assisted this client with other AMCs they needed to get going quickly, as well as ensuring their investors broker custodians understood the settlement processes as well as how daily pricing could be accessed.
Whilst investment management is not new to seasoned professionals, accessing AMCs is new processes for their investors, and education and hand-holding pre and post trade remains key to build collaborative relationships.
Alongside our Partners we were able to deliver this in the desired timeframe allowing them to get going on a global alternative investment strategy encompassing Equities, Fixed Income, FX, Commodities, Infrastructure, Private Equity, Private Debt, and Real Estate.
AMC on Defensive Equity Derivatives Trading Strategy
Our client knew exactly what they wanted to do, but did not want to set up their own PCC to deliver the strategy and simply needed to “rent-a-cell” to get going.
Alongside our Partners, we assisted them to get set up and going in a timely fashion and have allowed them to generate positive returns from equity markets (irrespective of Trump and his tariffs).