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“Future of Finance Private Market Champions AMC (USD)” certificate

Private clients find it hard to access private equity investments, as they are generally restricted to professional investors. This is now changing, thanks to the “Future of Finance Private Market Champions AMC (USD)” certificate.

Up until now, only very wealthy investors have been able to invest in private equity due to the high minimum investment. Valuing and structuring private equity investments requires a great deal of time and expertise. With the “Future of Finance Private Market Champions AMC (USD)” certificate, Bank CIC, in cooperation with Stableton Financial AG, is creating an investment solution that allows investors to invest in venture capital from as little as USD 10,000. This gives clients simple and diversified access to a broad spectrum of fintech companies that are privately owned and yet to float on the stock market.

Suitability

  • This product is suitable for investors domiciled in Switzerland who are aware of the risks associated with illiquid funds and have sufficient assets not to need to rely on the capital invested.
  • The solution is for investors who would like to diversify their portfolio by investing in private equity and benefit from the return opportunities.
  • In order to achieve the investment goal with this kind of investment while simultaneously minimising risks, it would be appropriate to invest up to 1% of total assets.

Your benefits at a glance:

  • Access to investment opportunities in private equity
  • Low minimum investment: USD 10,000
  • Professional asset management with a structured investment process
  • Performance does not depend on the market, giving greater diversification than traditional assets
  • Lower risk, thanks to diversification

Investing in the future

 

One single product allows you to benefit from thematic investments in fintech companies all over the world selected by experts with the aim of long-term capital growth. Diversification across multiple companies, sectors and regions avoids the risk of investing in just one start-up or high-growth company The investment themes we have selected for you cover the major areas that will shape the financial services industry over the coming years, such as blockchain, neobanking and artificial intelligence.

 

For full details of the new “Finance Private Market Champions AMC (USD)” certificate, please see the Factsheet. Or use the contact form below to arrange a personal advisory meeting.