Media Release - 30.10.2018

FINEWS: Patrick Loepfe: «We Will Soon Make More Headlines»


When traditional issuers launch financial products, this was a lot like a black box, says Patrick Loepfe in the interview. With his company Gentwo, he now has a remedy for this, using a new kind of securitisation platform.




Patrick Loepfe, you launched a securitisation platform for structured products in early 2018. What can this tool do?
Our platform is aimed at setting up specific and customised off-balance sheet emission vehicle for customers, enabling them to represent tailor-made products independently of banks and manage these products on their own. This provides the highest measure of transparency and flexibility for the customer at the best price and without the issuer risk of a bank.

What actually prompted you to found the company Gentwo for this purpose?
When traditional issuers launch financial products, this is a lot like a black box in which fees and risks mount up that make the products needlessly more expensive. At the same time, the customers of established issuers can pursue their personal strategies only to a limited extent in consequence of the pre-defined structures.

«We are targeting all financial intermediaries»
We saw a great need for action here, which resulted in the idea and implementation of an independent, flexible and affordable setup for securitisation and issuance.

Who are your target customers?
We are targeting all financial intermediaries, foremost independent asset managers and private banks. But also, family offices and real estate companies are among our customers.

Which securitised products are particularly well suited for your platform?
With our «setup», all bankable and non-bankable assets can be securitised. This range covers liquid bonds, structured products of all other issuers, from private equity, art, diamonds and commodities to crypto investments.

«We have already accomplished to build up competency in almost all asset classes»
Besides normal securitisations, primarily our option to integrate the aforementioned assets in actively managed certificates (AMC) is also in high demand. We have already accomplished to build up competency in almost all asset classes and we are continuously adding new fields of application.

What are Actively Managed Certificates (AMC)?
Contrary to passive index certificates, AMCs permit securitising an active portfolio strategy and make it investable. Based on this dynamic structure, AMCs are suitable for particularly innovative ideas.

«This flexibility tremendously influences the possibilities in the investment strategy»

Therefore, the issuer’s flexibility plays an increasingly important role. This flexibility influences the possibilities in the investment strategy in terms of the frequency of transactions, the investment universe and the kind of implementation.

Philippe Naegeli (picture below), since very recently, Gentwo operates an independent AMC platform jointly with CAT Financial Products. What does it do? Gentwo and CAT Financial Products are now together the first independent financial service provider worldwide that operates its own platform for the issuance of actively managed certificates.

Based on our issuance and securitisation setups, and the us Interactive Brokers technology, this platform sets a new standard. In concrete terms: It permits strategy managers to implement the fastest and most customised investment strategies at minimal costs.

What are the strategies that can be implemented with it?
As a new possibility, also all kinds of options or futures trading strategies and even intraday trading systems can be implemented besides long-only strategies. AMCs that map strategies involving futures, options and/or forex can be launched this way via one integrative platform. The strategy manager thereby gets access to the Interactive Brokers platform.

«Since we launched Gentwo in February, events have been developing at race pace»
With interfaces for automated trading strategies, this enables 24-hour access to the markets without limitation on the number of trades per day. The platform permits new strategy managers to offer their trading strategies transparently and efficiently in a daily tradeable certificate.

You have already mentioned the cooperation with the U.S. online broker Interactive Brokers. What is your approach in this?
As of this month, we are integrating the trading and depositary technology of Interactive Brokers. We are uniting Interactive Brokers’ leading electronic trading platform when it comes to price, product diversity and risk control with the most flexible and affordable issuance solution of Gentwo.

Based on this cooperation, CAT Financial Products has received the opportunity to organise and launch the world’s first AMC platform.

Back to you, Patrick Loepfe, which aims have you set for yourself and on what timeline?
Since we launched Gentwo in February, events have been developing at race pace. The planned organisation has grown exponentially and with various milestones to follow now that we can line up back-to-back.

«We make our money by solving problems and not by complicating things»
For this purpose, we have also increased our personnel from four to currently 15 employees within six months and we will continue to expand. We generally aim for broad growth and are negotiating further joint ventures in various sectors. We believe that there is a lot of potential in the crypto segment. We will soon make headlines about this!

You have worked for a long time at large financial institutions. Being independent, what is better now and what is more difficult?
That is quite simple. We start at the base. We see Gentwo as a purpose-oriented organisation. We handle and concentrate on the true problems and needs of the asset manager and his customers. We make our money by solving problems and not by «complicating» things.

Does the Swiss financial marketplace provide good conditions for the preparation of structured products?
Switzerland has undisputedly a great competence in the financial sector. This is based on the many years of experience of banks and regulators – but probably most of all on the unique expertise and the tremendous dedication of the people working in this field


Patrick Loepfe worked for almost twelve years for the Zurich bank Vontobel. The mathematician is regarded the mastermind being the Deritrade platform of the institution. He left the company at the end of 2015 to follow independent endeavours together with Philippe Naegeli, an investment banker, who had worked most recently for the U.S. trading bank Forstmann & Co. as Managing Partner. The founded the company Gentwo together in early 2018.



Share this article
Follow GENTWO


service-img



Interview service-img
23.07.2019
GENTWO’s CEO about the next generation of financial products

Only launched in May 2018, it remains a topic of discussion: GENTWO is the fintech company that specializes in the securitization of all kinds of assets.

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
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
Back to top of page

Back to blogs overview

Latest Posts

Passion Investing service-img
20.08.2019
Investing in the growing South American beef industry

If you love beef, you will understand the ongoing demand for well-bred quality beef cattle. But, how easy is it to find opportunities for such unconventional investments? And once you find them, how simple is it to integrate these investments into your portfolio? Today’s example: a Bolivian cattle farm.

Learn More
Testimonial service-img
20.08.2019
Partnering with GENTWO Digital: A Token Issuer’s Perspective

GENTWO Digital is a subject-matter expert when it comes to the securitization of security tokens, building a bridge between the newly emerging digital and the traditional financial market.

Learn More
Passion Investing service-img
13.08.2019
Seeing the Wood for the Trees: Turning forest into an investable, bankable asset

Are you, as a financial intermediary, feeling increasing pressure to diversify your offering? Do you wish to improve your performance? Convert unconventional assets into an investable solution that can be added to your portfolio. Today’s example: trees.

Learn More
Know-How service-img
06.08.2019
New Crypto Research Report is out

The Incrementum experts feature separate chapters which extensively cover XRP (Ripple Inc.) and Libra (Facebook Inc.). On page 61 you will find an interesting interview with GENTWO Digital’s Managing Partner Lucas Ereth.

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!