Services

Funds & portfolios

Investment and capital market solutions within a strategic framework.

Capital market solutions

A broad spectrum – a clear framework.

Our capital market services cover a broad spectrum of investment and transaction solutions. They are aimed at institutional investors, companies and professional investors with demanding requirements.

The focus is on structured processes, sound market knowledge and responsible implementation within the regulatory framework. By combining strategic advice with operational expertise, we provide access to different market segments and investment instruments – with a long-term, risk-conscious approach.

Service modules

The core building blocks of our capital market offering.

Bonds & fixed income

Investment strategies in government, corporate and supranational bonds with different maturities and credit profiles. The focus is on thorough credit analysis, active duration management and a balanced mix of security, liquidity and return.

Initial public offerings (IPO support)

We support companies and investors in connection with IPOs – from market analysis and valuation to positioning on the capital market, with a focus on a sustainable listing.

Over-the-counter trading (OTC)

Discreet, flexible solutions for larger volumes or special investment instruments outside regulated exchanges – with transparent pricing and efficient settlement.

Secondary market transactions

Support in trading existing financial instruments such as bonds, holdings and structured products – to manage liquidity and adapt portfolios to changing market conditions.

Structured products

Combination of traditional forms of investment with tailored payout profiles for targeted management of risk, return and term – for example to implement specific market views.

Private markets & alternatives

Access to selected private market investments such as private debt and equity holdings. These are characterised by a long investment horizon and limited market liquidity.

Risk management & investment advisory

Balancing opportunities and risks.

Structured risk management is the foundation of every sustainable investment strategy. We analyse market, credit and liquidity risks and integrate them systematically into our investment decisions.

In addition, we advise investors on their strategic direction – always in the context of their overall wealth structure.

Go to risk management

Note: The presentation of asset classes and services is for general information purposes only. It does not constitute a statement on suitability, an investment recommendation or a return forecast. Certain services are available only to professional investors or within the scope of the required licences.