Structured products for European corporations and institutions
At Exclusive Partners, we advise institutions and corporations on competitive structured products tailored to their risk and return profile. Our experienced team develops effective cash management, FX hedging and yield enhancement strategies. Through partnerships with over 25 top-tier issuers, Exclusive Partners provides broad access to financial markets and competitive conditions for investors.
Structured products
Structured products enable corporations and institutions to achieve a customised risk/return profile based on a defined set of contractual terms guaranteed by a selected issuer, typically a top-tier investment bank. The issuer provides a contractual agreement on the payoff achieved by a pre-packaged combination of financial instruments
The investment solution is tailor-made to your investment profile and objectives, whether you are looking for capital protection, enhanced yield, hedging or portfolio diversification.
Structured to your objectives
As an ACPR-regulated intermediary, Exclusive Partners works with leading financial institutions across Europe to provide access to competitive offers aligned with your requirements.
Understanding your needs
Our team works with you to determine the most suitable and advantageous solutions, based on your investment profile and priorities – whether you’re aiming to enhance yield, protect capital or optimise your hedging.
Selecting, negotiating & tailoring
We leverage our relationships with leading financial institutions to design and negotiate tailored investment solutions that meet your organisation’s specific requirements, from payoff structures and technical features to underlying assets. Through independent pricing and expert advice, Exclusive Partners helps identify the most relevant opportunities and secure competitive market conditions.
Monitoring your investment
Our team hedges the chosen product, supervises settlement between your custodian bank and the issuer, and monitors its performance throughout the investment cycle until maturity – facilitating secondary market adjustments when necessary and providing regular updates and reporting.
Why choose Exclusive Partners?
Working with Exclusive Partners gives you access to investment products tailored to your criteria and monitored throughout their lifecycle.
ACPR-regulated since 2010 with EU passporting rights across 10+ countries, we operate in multiple European markets with clients managing capital across various jurisdictions. As an independent regulated investment advisory firm with no banking affiliation, our recommendations are driven by your interests.
From day one, you are supported by a dedicated team that handles the entire operational workflow, from structuring your product with the issuer to delivering institutional documentation. You also have online access to monitor your investment portfolio in real time.
As an ACPR-regulated investment firm with EU passporting rights, we advise corporate and institutional clients across multiple jurisdictions and provide seamless access to an international network of financial institutions.
Our team of financial engineers works directly with issuers to customise product payoffs to your specific investment objectives. Over the last 16 years, Exclusive Partners has advised on more than 27 billion euros of assets.
As an independent regulated investment advisory firm, we work with an extensive network of financial institutions, negotiating optimal conditions and making recommendations based on your requirements.
Explore your structured product solutions
Whether you need to sharpen your hedging or make your corporate portfolio more diverse, our team provides recommendations and helps structure investment products to your requirements. Set up a call with one of our advisors to find out more about the different options available.
Frequently Asked Questions
The most appropriate approach will depend on your objectives and risk profile. Our advisors are available to explain your different options. The main strategies include:
- Capital-protected note: designed to return initial capital at maturity and enhanced yield compared to Cash or Cash Equivalent investments, mainly through Fixed Income Strategies (fixed or floating rates).
- Credit: designed to enhance yield through a combination of an issuer’s note and a selected credit risk.
- Yield Enhancement: Autocall or Reverse Convertible providing recurring cash flows dependent on an underlying asset, as well as conditional capital protection.
- Hedging strategies: custom payoff based on the exposure you need to offset
- Participation note: predefined performance ratio of an underlying asset
Yes, early redemption mechanisms can be structured at the outset, such as an automatic early redemption (autocall) at specific dates. Daily liquidity is also available, and you can request a voluntary redemption at the market price. However, this may result in a loss of principal, as capital protection guarantees and the contractual terms of the payoff only apply if the product is held until maturity.
The final maturity usually varies from 3 months to 12 years and is always fixed in advance contractually.
No. The cash and settlement flows transit directly between your organisation and the issuing bank, without passing through Exclusive Partners.
Unlike a fully capital-guaranteed structured product, a partially capital-protected product protects the invested principal up to a predefined decline in the underlying asset, expressed as a percentage. If the underlying index breaches this barrier, you are exposed to a loss of principal proportional to the market decline.
This investment solution broadens possibilities for exposure to a specific credit risk, beyond the outstanding bonds tradable on the market. You can select the credit entity, maturity, and payoff according to your specifications. Capital protection is then dependent on the issuer and the selected entity, allowing enhanced potential yields.
Overlay strategies on the yield are available to customise the product’s intended cash flows, namely fixed and floating rates, or conditional gains based on an underlying asset.
Main capital-protected notes are intended to target higher fixed income rates than C&CE solutions. The payoff strategy can rely on recurring fixed rates, cash flows or payoffs dependent on an underlying asset, such as interest rates or equities. This kind of investment is ideal for organisations looking to protect their core operating capital, while capturing enhanced rate yields or market upside.
With over 16 years of experience in financial engineering, we help corporate treasurers and institutional investors build structured products with the best suited payoff conditions, features and underlying assets – aligned with their objectives, desired level of risk and investment timeframe.
