Securities portfolio financing
Financing advisory
You hold a securities portfolio that is either concentrated or illiquid, or both. You’d prefer it to generate cash but without having to sell your assets. Or maybe you’re considering diversifying investments or want to take advantage of new opportunities. To do this, we offer a range of possibilities.
Our financing solutions
We have access to a variety of identifiable lenders active in financial markets, both traditional and alternative. We vet potential candidates to ensure that all lending arrangements are consistent with our ethos and practices. Several solutions are available.
Lombard loans
Designed for diversified securities portfolios, Lombard loans free up funds for new investments or other projects away from financial markets.
Loans for concentrated or single-security portfolios
Loans for concentrated or single-security portfolios are used to finance the diversification of a portfolio with a single major issuer or for the partial or total reinvestment of the portfolio’s value.
Our customised solution
Independent, seasoned advice
We structure loans according to your ambitions, interests and needs.
Saving time
We draw up a shortlist of lenders suited to you.
Strong negotiating power
Our prime access allows us to negotiate in your best interests with a wide range of lenders of all types.
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Discretionary investment mandates
By signing a discretionary investment agreement, you hand over the management of your investments to us.
Tax and estate planning
Wherever you live or wherever your assets are located, we can help you find and implement solutions tailored to your individual circumstances.
Financial and retirement planning
Whether you’re employed or self-employed, financial planning and occupational pension provision are essential to protecting your assets and funding your retirement, or providing for your loved ones in the event of death or disability.
