A collaboration between Leonteq Securities (Leonteq) and Bergos (Bergos) has been initiated to produce and market structured products using a standardised white-labelling issuance model developed by Leonteq.
As part of this partnership, Bergos will price and trade its guaranteed structured products using Leonteq’s technological platform.
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The expansion of the private bank’s structured investment product line now directly benefits Bergos’ clients, but Leonteq has also been given distribution authority by Bergos, giving it access to Leonteq’s extensive network of Swiss investors.
Additionally, the first Bergos guaranteed structured products are planned to be accessible on Leonteq’s platform in the second half of 2024, pending regulatory approval.
Private wealth management is the primary focus of independent Swiss bank Bergos AG.
With a fresh group of investors, Bergos arose in 2021 from its previous parent firm, the Berenberg Group, which was established in 1590 and has been catering to global individual customers and business owners in the Swiss financial hub for more than three decades.
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By GlobalDataIt has an office in Geneva and its headquarters are in Zurich. The Swiss private bank specialises in wealth management and advisory services and is committed to “Human Private Banking”.
With over 130 workers, the company focuses on offering expert advice in all known liquid and non-liquid asset classes, including alternative investments and private markets. Bergos AG’s client assets under management totalled CHF7.3bn ($8.4bn) as of 31 December 2023, with a total capital ratio of 22.7%.
Alessandro Ricci, head investment solutions at Leonteq, stated: “We are pleased to welcome Bergos to our service technology platform and expand our ecosystem with a reputed Swiss private bank. Thanks to our innovative white-labelling model, we enable Bergos in offering own tailor-made structured products in a fast and cost-efficient manner.”
Peter Raskin, CEO and Partner of Bergos, added: “Adapting and broadening our offering to best fit our client’s needs is at the forefront of our efforts. We are pleased about this new partnership with Leonteq as it allows us to leverage their expertise in trading complex option strategies, while we remain dedicated to our core mission of delivering personalised advice to our clients and being a trusted partner, offering stability of a private bank without significant loan exposure.”
