LYNK for Family Offices
Discover how LYNK can help you kickstart your growth and access investors worlwide
Portfolio Securitization
Securitize an Investment Strategy
Definition
Securitize an investment strategy or portfolio traded in a custody account
Clients
Portfolio Managers, RIAs and Family Offices
Advantages
Securitize an investment strategy: Launch a product specific to an investor or market need at any AUM entry level and start building track record
Create efficiencies: Reach operational and cost benefits by managing accounts and strategies in a centralized manner and through a complete turnkey solution
Timing and price: Create investment strategies at a fraction of the time and cost allowing the launch and growth of multiple products
How it Works
Quick case study
How to increase AUM, revenue and efficiency?
Current
situation
Investors have separate managed accounts
Desired
situation
Securitize investment strategies and dedicate your time to new investors and managing products. Grow your business increasing investor base and track record
Current situation
INVESTOR
PORTFOLIO
PORTFOLIO
PORTFOLIO
US BANK
SWISS BANK
LOCAL BANK
Investor has investments in multiple accounts
Desired situation
INVESTOR
PORTFOLIO
CUSTODY ACCOUNT IS SECURITIZED
US BANK
SWISS BANK
LOCAL BANK
Broker or Advisor securitize an investment strategy that the investor can buy in multiple accounts. All the AUM from the investors’ accounts is aggregated into the Broker’s custody, managed by the Broker or Advisor
Fees of the aggregate AUM obtained from the notes purchased at all other banks are kept by the manager or broker