The core activity of Onvest AG is asset management and structuring of financial products via the Smart Alpha platform. The company offers services such as product structuring, risk reduction and return enhancement. It collaborates with renowned market participants to offer innovative financial products and supports customers in launching and managing their products.
Structuring and issuance of structured investment products
Structuring, issuance and management of AMC, CLN and Tracker Certificates; including product design, legal structuring, documentation, issuer selection, listing and lifecycle management.
SMART Platform
Digital platform for structured investment products with an off-balance-sheet structure, API-first infrastructure, automated workflows, risk controls and integrated product management.
Discretionary wealth management for structured products
Discretionary management of products with ongoing portfolio steering, rebalancing, reporting and regulatory compliance; Onvest ag acts as a licensed wealth manager.
AMC – Actively Managed Certificates
Actively managed certificates with full discretion over portfolio composition and rebalancing; bankable, investable, with segregated assets and its own ISIN.
CLN – Credit Linked Notes
Structured notes with fixed maturity and coupon structure, linked to a reference risk; suitable for real assets, the real economy and alternative financing structures.
Tracker Certificates
Passively replicating certificates for an index, basket or a strategy; transparent, cost-efficient tracking as an investable security.
Solution Finder
Guided online assessment to select the appropriate Onvest structure based on profile, objectives, asset class, volume, track record, investor group and regulatory status.
Knowledge
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