Vontobel’s deritrade® platform expands offering

• EFG will join as an issuer on deritrade^®, a leading multi-issuer platform for external asset managers and banks to issue structured products
• deritrade^® expands its offering to customized counterparty credit risk with issuer Opus
• Vontobel offers white-labelling services along the entire value chain of structured products for the new issuers

 

Vontobel is entering into a cooperation with EFG and Chartered Investment for the production and distribution of structured products. The cooperation covers white-labelling services along the entire value chain of structured products. Starting first week of April 2024, structured products issued by EFG International Structured Finance (Luxembourg) will be available on deritrade^®. As part of this cooperation, EFG will access Vontobel’s technology platform and expertise in structuring, pricing, issuing, trading, and lifecycle management services.

“We are pleased to welcome EFG as our new white-labelling partner and issuer on deritrade^®. This partnership strengthens Vontobel’s position as a leading provider of structured products. We are committed to providing our investors with the broadest and most competitive offering,” says Otto Huber, Head of Structured Solutions & Treasury at Vontobel.

Furthermore, Vontobel and Chartered Investment Germany GmbH, a capital markets solution provider regulated by the German Federal Financial Supervisory Authority (BaFin), are launching a new production and issuing solution for structured products. In partnership with EFG as the pilot user, this new solution is open to additional partners looking to diversify their refinancing activities with structured products without holding derivatives on their books.

Opus (Public) Chartered Issuance S.A., Luxembourg, will join deritrade^® as an issuer of structured products. Opus will invest the proceeds from the issuance in financing instruments of different funding partners, as per selection of the deritrade^® client, hence, offering investors tailored counterparty exposure. The Luxembourg Securitization framework will allow additional funding providers to enter the structured products market. Investors will benefit from further diversification and additional funding partners.

Vontobel
At Vontobel, we actively shape the future. We create and pursue opportunities with determination. We master what we do – and we only do what we master. This is how we get our clients ahead. As a globally active investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions. We harness the power of technology to deliver a high-quality, individual client experience and to deploy our investment expertise across multiple platforms and ecosystems. We empower our employees to take ownership of their work and bring opportunities to life. We do so based on the conviction that successful investing begins with the assumption of personal responsibility. We continuously scrutinize our achievements as we strive to exceed the expectations of our clients. The registered shares of the Vontobel Holding AG are listed on the SIX Swiss Exchange. The Vontobel families' close ties to the company guarantee our entrepreneurial independence. We consider the resulting freedom as an obligation to also assume our social responsibility. As of December 31, 2023, Vontobel held CHF 264.9 billion of total client assets. Around the world and in our home market, we serve our clients from 27 locations.

EFG International
EFG International is a global private banking group offering private banking and asset management services and is headquartered in Zurich. EFG International's group of private banking businesses operates in around 40 locations worldwide. Its registered shares (EFGN) are listed on the SIX Swiss Exchange. EFG Bank AG, being the main operating subsidiary of EFG International AG is currently rated A3 (outlook positive) by Moody’s Investor Services Ltd. and A (outlook stable) by Fitch. EFG International AG currently is rated A1 (outlook negative) by Moody’s Investor Services Ltd. and A (outlook stable) by Fitch EFG International AG, Bleicherweg 8, 8001 Zurich, Switzerland and EFG Bank AG, Bleicherweg 8, 8001 Zurich, Switzerland.
www.efginternational.com.

Chartered Investment
Chartered Investment is an infrastructure provider, solution finder, and transaction facilitator, helping clients create innovative investment products and index solutions. Since 2013, Chartered Investment has implemented more than 1’000 securitizations and is an innovation leader when it comes to making alternatives investable. Chartered Investment is part of the Chartered Group.
www.chartered-Investment.com

deritrade®
deritrade® is the leading multi-issuer platform for Structured Products used by banks and asset managers in Switzerland and Liechtenstein. The platform allows investors to simulate Structured Products from different issuers at the click of a mouse. deritrade® offers professional financial service providers the opportunity to create customized investment solutions for their clients themselves, in real time - even interactively during a consultation to ensures a distinctive client experience in the investment world.

Legal information
This press release is provided purely for informational purposes and is expressly not directed at persons whose nationality or place of residence prohibits access to such information on account of existing legislation. The information and views contained in it do not constitute a request, offer, or recommendation to use a service, to buy or sell investment instruments, or to conduct other transactions. Forward-looking statements, by their nature, involve general and specific risks and uncertainties. It should be noted that there is a risk that forecasts, predictions, projections, and results described or implied in forward-looking statements may not prove to be correct.