Our team’s specialty is structured investments – we have decades of experience helping clients in your position. We offer white-glove service: from personalized strategy sessions to tailored management of your structured note portfolio. We speak your language and tailor everything to your needs.
Benefit from our industry-leading pricing, ensuring more of your wealth works for you.
What are structured notes?
Structured notes are debt securities issued by financial institutions whose returns are linked—via embedded derivatives—to the performance of one or more reference assets (such as equity indices, single stocks, baskets of equities, interest rates, commodities or currencies).
By combining a traditional bond-like component (which may offer full or partial principal protection) with a derivative overlay, they can be “structured” to pursue specific goals—such as enhanced income (coupons), amplified upside participation, downside buffers, or tailored growth profiles—without directly holding the underlying assets.
