The S W I Z Z platform makes investment tools available to investment specialists and financial advisors, empowering them to utilize our infrastructure and exchange investment ideas relevant to modern investing. This infrastructure was designed to accommodate for the unanticipated events of progressive investment practices. It does so by deploying sophisticated and independent wealth structuring techniques, developing next-level end-products, and raising the bar of quality advice and client services.
Our External Asset Management platform gives you access to five diligently selected Swiss-based special purpose custodian banks, including a SEC-qualified US Offering and leading global wealth managers. Our banking partners rank best in class for quality and delivery times within their product offerings. This exclusive affiliation empowers your clients to become global financial citizens.
Our Structured Product platform makes provision for you to create and execute Structured Products to your liking, utilising a fully automated real-time trading tool for best pricing.
You will be at the helm of all-inclusive elements needed to design your own Structured Products across all asset classes, enabling you to administer the best pricing policies to the benefit of your clients.
S W I Z Z is the cornerstone upon which V-Cap PCC Ltd lies, a Guernsey-based investment structuring company for Protected Cell Companies (PCC). V-Cap will allow you to independently sponsor, design and structure Actively Managed Certificates (AMCs), white-labeled to your family office client or asset management company. AMCs are available for bankable and non-bankable assets of choice.
Similarly, the S W I Z Z platform makes provision for both you and your client to access a boutique suite of well-performing Asset Management investment options across all asset classes and risk profiles, including Private Equity and Venture Capital opportunities.
Correspondingly, our platform facilitates the management of our signature product, the sophisticated “Core-Loan-Satellite” investment solution. A solution that allows multi-performance contributions to grow your clients’ wealth. Moreover, the platform sustains an expedited client due diligence process enabling a seamless onboarding process for your clients. By the same token, they will have selective access to a Lombard Loan facility.
Our Fiduciary Services platform provides for legal tax opinions, wealth structuring, offshore international pension plans, and asset management services under one roof.
For additional information on the S W I Z Z platform, please schedule a consultation with your Verum team. This fact sheet is also available for download below.
Need to get in touch?
Your request will be sent to the
Verum Administrator who will respond to you shortly.
