Bespoke solutions via structured products for the investment strategies of end-user clients (life insurers, banks ALM, private banks)
Once the client’s need is identified, the product is co-structured in a partnership between the structuring desk in Geneva, the Kepler sales desk and our banking partner
- Identification of investment strategy with required leverage, level of capital guarantee etc.
- Component parts of product are priced and structured in Geneva
- Banking partner issues the final product
- Delivery of the product to the client
- After-sales approach to ensure client satisfaction.
This approach has several key advantages:
- Products are tailor-made: we create the product which exactly replicates the client’s investment strategy
- Accurate pricing of each component of the final product allows us to more precisely evaluate the structured product and thus reduce costs for the client
- Strong after-sales service (secondary market, documentation, quotations…)