Product Universe
Financial Products are investment products whose repayment value derives from the development of one
or several underlying assets. They are created by wrapping together in a security format traditional
investments, such as bond or deposits, with financial derivatives.
A suitable product can be created for virtually every derivative strategy, market expectation
(growing, sideways-moving, sinking) and risk profile (conservative, balanced, aggressive).
Most
widely used are products with full or partial capital protection, as well as those with optimum
risk-yield ratios.
Legally, structured products are obligations whose repayment is guaranteed by the issuer, making the
credit rating of the debtor (issuer) one of the very important risk indicators.
Mandates & Advisory Services
FP Wealth Capital SA is a specialized independent Wealth Management company offering Financial
Products investments mandates and advisory services to its range of clients.
Through a large network of carefully selected Investment Banks, FP Wealth Capital develops for its
clients innovative and competitive tailor-made instruments. These instruments include OTC
transactions (Swaps, options) as well as Structured Products (Notes, Certificates and Warrants)
linked to the following asset classes:equities, currencies, hybrid, interest rates, credit, commodities, funds.
FP Wealth Capital SA differentiates itself from other institutions by providing mandates and advisory
services developed exclusively for the Wealth Management industry.
Investment Approach
FPWC SA believes that the success in Financial Products operations is closely tied to a rigorous and
systematic approach of the business. Specifically, it means for every investment case:
Delivering the right product
After carefully discussing the client's needs, we offer a panel of ideas whose terms exactly fit
to the investor's risk and return objectives. Those ideas may either be based on FPWC SA
recurrent in-house and proprietary ideas, or on the investor specific requirements. Our only
objective is to deliver the right product which corresponds to the client's needs
Delivering the right pricing
FPWC SA has set up over 25 Financial Product placement agreements with the largest and best known
Investment Banks. The quality of these relations, which for some institutions dates back to more
than 10 years, enables the clients of FPWC SA to benefit from:
- the most competitive pricing, for both new issues and secondary market
- a large choice of issuers with credit yield and ratings
- access to the latest innovation in structuring and derivatives
Delivering the right support
Every employee of FPWC SA is keen to implement the three core values of the company:
Entrepreneurship, Independence and Excellence. That means offering dedicated support as well as
providing an active management of the client's existing portfolio on a daily basis. Our staffs
are hands-on to provide real-time information as often as required.
Delivering performant products
FPWC SA staffs have full access to the most reputable investment bank research and constantly monitor
financial markets from a geopolitical and macroeconomic perspective. In this way, FPWC SA offers its
clients a creative dimension to their diversification strategy as well as a clear advantage in their
decisions.