No case studies match this combination.
Run a discretionary strategy across many clients in one ISIN.
Run a discretionary strategy across many clients in one ISIN. Rebalance once — it applies to all accounts.
A Swiss-law AMC holds the strategy basket. One rebalancing trade updates every holder's position.
Public product
An institutional digital-asset manager.
Implement your crypto strategy with leverage through derivatives, across a wide range of coins and exchanges.
Swiss-law investment product, bankruptcy-remote, with derivatives and arbitrage across exchanges to enhance return. Off-chain custody with regulated custodians. Multi-exchange execution consolidated into a single NAV.
Illustrative example
nETP · CHF · typically qualified investorsBroaden your eligible investor base to grow AUM.
Broaden your eligible investor base to grow AUM.
Distribution through most banks, with a daily liquidity window.
Public product
AUCO2. Swiss Green Gold.
List on SIX for exchange visibility and transparent secondary-market liquidity.
ETP listed on SIX. Continuous bid/ask quoting by a market maker and liquidity provider. Intraday trading.
Public product
A Swiss real estate equity platform.
Expand your investor base with smaller tickets, one Swiss-ISIN claim, one entry in the land registry.
Only one entry in the land registry regardless of investor count.
Illustrative example
nETP · CHF · typically qualified investorsA Swiss real estate fund manager.
Less admin on your side. No additional KYC, no investor onboarding, no co-ownership servicing.
Investor onboarding handled through the bank chain.
Illustrative example
nETP · CHF · typically qualified investorsA Swiss residential developer.
Raise mezzanine or bridge financing when the bank loan is capped.
Tops up the financing need where the bank loan is capped.
Illustrative example
nETP · CHF · typically qualified investorsA Swiss real estate debt platform.
Access a Swiss structure aligned with Lex Koller.
An index of Swiss mortgage receivables within the Swiss legal framework.
Illustrative example
nETP · CHF · typically qualified investorsLend Hypovest. Swiss mortgage pool.
Add a new source of funding beyond your existing bank lines and balance sheet.
Loan claims assigned to the issuer. Servicing and customer relationship retained by the originator.
Public product
A Swiss Bitcoin-credit originator.
Ramp up origination volume without waiting for the next funding round.
Receivables assigned deal by deal. Funding capacity scales with origination flow.
Illustrative example
nETP · CHF · typically qualified investorsSmartLend. Swiss mortgage pool.
Offer end-investors a diversified loan portfolio in one product.
Pool investors' funds to reduce concentration risk.
Public product
A Swiss consumer credit originator.
Move upstream from broker to originator to maintain competitiveness.
Own origination and internalise the margin.
Illustrative example
nETP · CHF · typically qualified investorsA Swiss bank releasing capital on its loan book.
RWA / capital relief.
Selected loan claims assigned off balance sheet. Capital freed for new origination.*
Illustrative example
nETP · CHF · typically qualified investorsA Swiss private bank scaling its lending book.
Lending growth.
Investor capital funds new lending. Custody, servicing and client relationship stay with the bank.
Illustrative example
nETP · CHF · typically qualified investorsA PE fund feeder.
Set up a feeder for your investors. Lower the entry ticket without touching your fund minimum.
A feeder AMC wraps the LP interest and streamlines distribution.
Illustrative example
nETP · CHF · typically qualified investorsAn institutional PE allocator.
Wrap LP stakes, GP-led secondaries, continuation vehicles or co-investments in one Swiss bankable product. LP onboarding and KYC handled by the investor's bank.
Tracker referencing the underlying PE interest. No offshore SPV, no separate KYC chain.
Illustrative example
nETP · CHF · typically qualified investorsAn institutional art collector.
Wrap illiquid family assets in a Swiss-ISIN security, valued at NAV, for qualified investors. Art, classic cars, watches, wine, single-asset holdings, niche commodities.
Fractionalisation of the underlying asset into bankable units.
Illustrative example
nETP · CHF · typically qualified investorsA Swiss-issued tracker on dividend-paying equities.
An asset manager moving a dividend strategy out of offshore structures, to capture withholding tax reclaim.
Helveteq issues the structure from Switzerland. The asset manager runs the strategy; issuing from Switzerland allows eligible Swiss withholding tax to be reclaimed on dividends and other eligible flows. This outcome can be harder to achieve through structures established outside Switzerland.**
Illustrative example
nETP · CHF · typically qualified investors* Subject to the institution's internal policies, the applicable legal and regulatory framework, regulatory interpretation and, where required, supervisory approval.
** Tax treatment depends on the specific structure and each investor's circumstances.
NEXT STEPS