Media Release - 04.07.2019

AMC platform with GENTWO, CAT Financial Products and Aquila as custodian bank

Three complementary financial service providers take the quality of actively managed certificates to a new level. The new AMC platform for Swiss asset managers combines a next-generation issuance setup with comprehensive asset management services and outstanding interface management.


Media Release - English (PDF) Medienmitteilung - Deutsch (PDF)

New Fintech Banking collaboration is launched
GENTWO (securitization specialist of next generation financial products), CAT Financial Products (independent Swiss provider of investment solutions and technologies in the market for structured products) and Aquila (the trust bank for asset managers) have entered into a collaboration agreement. Together, they have launched an independent platform for next generation actively managed investment certificates (AMC). The innovative AMC platform enables Swiss asset managers to launch Swiss-compliant AMC (the next generation) with Swiss ISIN code on their own, and then make unlimited use of sophisticated portfolio management services. Individual investment products can be used on the platform as well as complete, bespoke issuance vehicles for the independent development of a complete product range or the qualitative development of an existing AMC offering.

Complementary service package with purpose-oriented role allocation
GENTWO, CAT Financial Products (CATFP) and Aquila, as custodian bank, set a new standard in the Swiss AMC market with their forward-looking Fintech-Banking collaboration. Thanks to their interlinking specializations, the three financial service providers will act purely purpose-driven thereby achieving significant added value for Swiss asset managers and their clientèle. The roles are divided as follows: GENTWO provides unrestricted access to its platform with its innovative next-generation issuance setup. CATFP ensure a smooth interface to the market and its participants and provides access to its reporting technology. Aquila acts as custodian and clearing bank.

Philippe A. Naegeli, CEO of GENTWO, says: "Our new platform speaks for the functioning of a modern market concept. Pursuing future-oriented innovation strategies alone is becoming rarer today. Modular composite expertise that are purely for a specific purpose are proving to be much more promising. By developing innovation strategies together, financial services providers (including banks) can easily and simply increase the relevance of their existing or new business model without much extra effort. This is the only way to generate growth for the market as a whole."

Giuliano Glocker, CEO of Financial Products adds: "In July 2018, together with GENTWO, we launched the first global platform for issuing actively managed certificates with one of the worldwide biggest online brokers as custodian and trading agent. We are very pleased to be launching another platform together with GENTWO and also with Aquila as a strong third partner. The outlook on the new opportunities is a further incentive for us. A much broader customer base can now benefit from our range of services."

Markus Angst, Managing Director of Aquila Custodian Bank explains: "We are banking partners in this partnership and look forward to successfully working together with GENTWO and CAT Financial Products."

Merged core competencies form supply concept along the value chain
The scope of the new platform, however, goes beyond the launch of investment products. As a custody and clearing bank, Aquila provides unlimited banking services. Process transparency, risk control, profound specialist knowledge as well as many years of experience provide the best possible conditions for this. CAT Financial Products AG (CATFP) is one of the leading Swiss investment solutions providers in the Structured Products market.

AMC's next generation overcome the last hurdles in portfolio management
With Active Managed Certificates (AMC) asset managers can implement their portfolio strategies and innovative ideas with particular flexibility and effectiveness. AMC, which will be launched via GENTWO's next-generation issuance setup, offer additional benefits. Thanks to the off-balance-sheet issuance setup, a discretionary portfolio strategy can be made even simpler and more timely. As a launched AMC itself no longer carries a bank issuer risk and is not otherwise subject to many of the typical restrictions that occur with most traditional issuers of structured products, genuine issuer management can now be effectively achieved. Several other structured products can be easily and conveniently integrated in a single AMC. These can easily be managed simultaneously and mixed with other assets or instruments such as stocks, bonds or funds. All managed accounts with identically managed asset allocation can even be managed through a single AMC. Asset managers can thereby reduce their operating expenses and also from the outset avoid tracking errors within their investment strategy.



GENTWO AG
Based in Zurich, the innovative financial services provider GENTWO is the creator of a new generation of financial products. The company enables its institutional clientele to securitize both bankable as well as non-bankable assets. The securitization is in Swiss-compliant, conventional financial products with Swiss ISINs and excludes the issuer risk of a bank. The focus on so-called off-balance sheet investment products solves the problem of falling margins and growth barriers for many players in the financial market. It opens up the dimension of new performance potential, as it also provides access to a theoretically unlimited world of potential asset classes. GENTWO's technology can be used by financial intermediaries, including banks, to do more than realize their own product innovations. They can also benefit from real process innovation by understanding GENTWO's setup as an additional element to their existing business structure.

CAT Financial Products AG
CAT Financial Products AG (CATFP) is one of the leading Swiss providers of investment solutions in the market for structured products. Since 2008, CATFP has been offering its services to professional asset managers, banks and institutional investors with around 20 specialists in Zurich and Berne using the most innovative technologies. CATFP concentrates on these three main areas: Best execution (multi-issuer platform, best execution certificates (MIFID II)), reporting and life cycle management (fully automated life cycle management, alert system, web portal, white labelling) and investment solutions (financial engineering, product and portfolio analysis, back testing and stress tests).

Aquila AG
Aquila Custodian Bank is an expert in the integrated support of asset managers. We explicitly focus on the comprehensive concerns and high demands of this clientele group. An experienced team of specialists with years of experience guarantees personal support, continuity and customer satisfaction. Our bank does not engage in mortgage lending, M&A transactions or proprietary trading, which means a high level of security for the assets entrusted to us. This important point was crucial for the selection of Aquila as a banking partner. Aquila is an owner-managed company and acquired its banking licence in 2012 There are no conflicts between asset management and retail banking as Aquila Bank does not operate its own private banking business. The focus is not on short-term revenue growth, but on a long-term partnership with optimal service.
Aquila is also a platform for asset managers. It consists of Aquila AG and currently approximately 220 partners or 75 companies in 22 locations.



Contact
Sandra Chattopadhyay
Chief Marketing & Communications Officer
E-Mail: sc@g2fp.com
Tel.: +41 44 512 75 06
www.g2fp.com/blog



Share this article
Follow GENTWO


service-img



Insights service-img
27.05.2019
Who will shape the future banking?

What are latest innovations of the fintech scene and what is the future of banking? MoneyToday gives insights and an interesting overview of a special that was published in a Swiss newspaper on the 25th of May 2019.

Learn More
Insights service-img
22.05.2019
GENTWO democratizing the structured product issuance

GenTwo is opening access to the market for non-bankable asset securitization for smaller players both on the demand and supply side. Till now, due to, inter alia, tremendous costs, this option has not been available. This article was written by Jolanta Ursprung and published in German language. It appeared on investrends.ch on the 16th of May 2019.

Learn More
Media Release service-img
16.05.2019
Lykke’s utility tokens go traditional with GENTWO

Zurich, May 16, 2019 – innovation made in Switzerland: two innovative financial solution providers have joined forces. Blockchain-based digital asset exchange Lykke and “new generation” securitization specialist GENTWO have made Lykke’s utility tokens investible and bankable through a conventional Swiss-compliant tracker certificate complete with Swiss ISIN.

Learn More
Know-How service-img
10.05.2019
Alternative universe: inside the growing demand for alts

Between the return of volatility and the pause in rate hikes from central banks, navigating traditional equity and bond markets has proved a tricky task. Here’s an interesting article from Citywire Switzerland about alternative investing and what investors are up to.

Learn More
Media Release service-img
07.05.2019
Make-it GmbH launches structured products on cryptocurrencies

Bouchs, April 16, 2019 - The certificate on cryptocurrencies is aimed at qualified investors seeking passive income in the world of cryptocurrencies. Make-it GmbH, a young Swiss crypto asset management company, offering structured products to qualified investors, has launched its first certificate.

Learn More
Media Release service-img
25.04.2019
GENTWO’s board is getting expert advice for regulatory topics

Zurich, April 25, 2019 - The Zurich-based attorney Nicolas Ramelet strengthens GENTWO's contribution to shaping a promising financial market environment. His expertise will enrich not only the traditional, but also the emerging market for investment products.

Learn More
Back to top of page

Back to blogs overview

Latest Posts

Crypto World service-img
16.07.2019
What is the Crypto Valley?

And why was it established in Switzerland? Michael Welti, Head Zurich at Bank Reyl & Cie. Zurich-Switzerland, gives interesting insights.

Learn More
Testimonial service-img
16.07.2019
Partnering with GENTWO: An Asset Manager’s Perspective

GENTWO is a subject-matter expert when it comes to structured products, combining innovation and traditional finance universe, says Irina Golofast, COO at Lemvi S.A. GENTWO’s ‘getting-things-done’ approach enables to have a turn-key solution for any strategy and asset.

Learn More
Media Release service-img
04.07.2019
AMC platform with GENTWO, CAT Financial Products and Aquila as custodian bank

Three complementary financial service providers take the quality of actively managed certificates to a new level. The new AMC platform for Swiss asset managers combines a next-generation issuance setup with comprehensive asset management services and outstanding interface management.

Learn More
Know-How service-img
03.07.2019
The Pursuit of Optimal Money

Comparing gold and silver to bitcoin and altcoins may suggest that there are some benefits of diversifying a portfolio among a basket of commodities and cryptocurrencies. But how can we analyze the future demand for gold, silver, bitcoin, and altcoins? In this guest article, Demelza Hays from Incrementum gives interesting insights.

Learn More

We’ll make you an innovator.

Securitization of All Assets
Your tailor-made issuance solution for financial products (Swiss ISIN)

Be part of our agenda 2019!