Structured Investments

Investments
trusteeboard investments

Structured Investments

A unique structuring service to the wealth manager. We focus on creating solutions in conjunction with the wealth manager, which are focused on the client’s needs, allowing the product to be used as a tool to compliment the client’s asset portfolio and help manage his risk profile efficiently. Our investment philosophy is based on a fundamental understanding of global markets across asset classes. Through this approach we design a bespoke solution tailored to the client’s specific requirements in terms of underlying assets, wrapping, gearing and currency exposure. We also offer unique structured investment solutions to institutional investors.

Suitable investors
Tax paying individuals, companies and institutions with an investment horizon of 3 years or longer looking for enhanced after-tax returns and capital protected investments.

Key features

  • Capital protection, with upside linked to absolute return index and currency differential.
  • Tax efficient structuring.
  • Bespoke design to meet specific investment need.