Swiss Portfolio Management

Issuer Service Platform

FOR INVESTMENT PRODUCTS

Overview of

Investment Products​

Transform all assets into readily bankable, easily manageable, and attractive investment options. Explore the securitization of trading strategies, portfolios, or previously non-bankable assets with a focus on flexibility, security, and clear segregation.


Custom structured Investment Products in the form of Actively Managed Certificates (AMC), Trackers, or Credit-Linked Notes (CLN). Securitization with a Swiss or Global ISIN of any underlying or strategy managed in accordance with guidelines in the term sheet. Key features are free choice of key counter parties, segregation of products and underlying asset, all held off-balance.

Key Advantages

Universe Of

All Assets​

The most flexible, cost-effective and simple solution for securitizing a wide range of assets and investment strategies.

  • Listed Stocks or ETFs
  • Bonds
  • FX, Derivatives
  • Commodities
  • Structured Products
  • Private Equity
  • Private Debt
  • Real Estate
  • Infrastructure
  • Collectibles
  • Crypto Currencies
  • DeFi
  • Token
  • Portfolio
  • Crypto Mining

Comparison of

Funds vs Certificates

Two overarching vehicles are available for making different assets classes investable: Funds and Certificates.

Funds

Certificates

We offer our clients (and their clients) a service platform to design, issue and market certificate, enabling clients to make private market, public market and digital assets investable in a cost-effective, low-risk, transparent and flexible investment manner.

Product Universe

  • Discretionary investment strategies managed by the product manager. 
  • Investors participate in the performance of the underlying assets.

  • Product managers benefit through management, performance or other fees.

  • CLNs are tailored loans (e.g., for project financing) to a Beneficiary.
  • Setup possible serving multiple jurisdictions and currencies.
  • The investor benefits from the interest payments, which can be flexible or fixed.
  • Trackers are used for fixed allocations.
  • Investors participate in the performance of various possible underlying assets.
  • Product managers benefit product fees, which tend to be lower than with AMC.

SWISS PORTFOLIO MANAGEMENT

Service Platform

From idea to issuance to full lifecycle management we provide a white-label platform to design, structure and market your investment product. Ideal setup for asset managers, banks, family offices and others, allowing them and their clients to focus on strategies and performance.

We advise on product strategies and the best institutional structure to execute product strategies.

Swiss Portfolio Management AG structures and issues investment products tailor- made for your investment strategy.

Swiss Portfolio Management AG offers marketing and distribution services from content creation to distribution and placement.

OUR ISSUER

Service Platform

Your trading strategy or non-bankable asset can be securitized on our Issuer Service Platform, white-labeled and with all services needed in one place.

CLIENT: Focus on Performance

ISSUER PLATFORM: Everything else

The Benefits

Products completely segregated, protected cells setup, assets held off-balance.

Swiss investment product with Swiss or Global ISIN.

Flexibility in selection of custodian, broker or other service providers.

Fast & simple issuance of new investment products.

Cost-efficient setup and management, suitable also for smaller AuM.

Make all non-bankable assets bankable or simply securitize a model portfolio strategy.

Our Partner for

Product Structuring & Issuance

A Swiss-based financial services technology company that sets up certificate issuance platforms for its clients and structures investment products in the form of certificates. Clients include banks, asset managers, family offices, brokers, VCs, private equity specialists or other financial intermediaries around the world.

Product Types

Since its foundation in 2018, the platform has facilitated the launch of 700+ investment products:

Track Record

170+

Clients

200+

Issuance Platforms

2B+

Assets (in CHF)

DEEP DIVE

Use Cases

USE CASE 1

Actively Managed Certificate on (Non-Bankable Assets

USE CASE 2

Credit-Linked Note for end-borrower or intermediary

USE CASE 3

Tracker Certificates

what makes us different

Why Choose Us?

Swiss Portfolio Management AG is a Swiss-based private financial intermediary regulated by Polyreg, a FINMA-recognized self-regulatory organization. We are a financial investment manager for the future economy, offering securitization platforms for traditional and innovative assets.

Discover The Difference

Discover the difference of working with a portfolio asset management firm that is entirely focused on your financial well-being. At Swiss Portfolio Management AG, we combine expertise, personalized strategies, and unwavering dedication to help you achieve your financial goals and secure your financial legacy. Contact us today to learn how we can serve you.