From idea to finished product

The investment needs of institutional investors or asset managers and their clients can almost always be covered and implemented with a structured product. We will develop your idea further or convert your finished idea into a tailored product according to your requirements.

1st phase: Preparation

• Provide advice on your product idea, plus feasibility study
• Offer specific proposals for the implementation of your idea
• Determine and fix the individual components and features of the product

2nd phase: Implementation

• Pre-select potential issuers
• Make enquiries with suitable issuers 
• Recommend the best issuer with consideration of price and service quality
• Place an order with the issuer
• Term sheet check (indicative and definitive)
• Support marketing activities (e.g. with research on underlying assets or a detailed description of the investment case) 
• Public listing or private placement via the issuer

3rd phase: Term and repayment

• Monitor the secondary market
• Monitor the prices set by the issuer
• Troubleshoot
• Check coupon payments, knock-in events or early repayments