Securities portfolio financing

You hold a securities portfolio that is either concentrated or illiquid, or both. You’d prefer it to generate cash but without having to sell your assets. Or maybe you’re considering diversifying investments or want to take advantage of new opportunities. To do this, we offer a range of possibilities.

We have access to a variety of identifiable lenders active in financial markets, both traditional and alternative. We vet potential candidates to ensure that all lending arrangements are consistent with our ethos and practices. Several solutions are available.

Lombard loans

Designed for diversified securities portfolios, Lombard loans free up funds for new investments or other projects away from financial markets.

Loans for concentrated or single-security portfolios

Loans for concentrated or single-security portfolios are used to finance the diversification of a portfolio with a single major issuer or for the partial or total reinvestment of the portfolio’s value.

Independent, seasoned advice 

We structure loans according to your ambitions, interests and needs.

Saving time

We draw up a shortlist of lenders suited to you.

Strong negotiating power 

Our prime access allows us to negotiate in your best interests with a wide range of lenders of all types.