We work across three investment pillars and with different risk profiles, the first to do so within the structured products industry. This allows us to provide clients with specific solutions, designed on a boutique basis.
Our first line of our business, ProFin is an investment style and an approach which combines thorough macro and micro research. We deliver bespoke solutions which are usually simple, classic, and tried and tested.
Balanced risk profiles combining return and capital protection. On an ad hoc basis we can also assist defensive and aggressive investors (the exposure might be conservative yet the investment product can be aggressive and vice versa).
The average investor willing to invest in ProFin solutions will have significant experience in financial markets (+10 years). Although strategies are liquid, patience and resilience are important as most strategies are built on a 3 to 5 year maturity.
High number of principal protected solutions with low strike levels where capital is at risk.
A mixture of capital protected solutions and autocallable notes. Focus on global indices and diverse allocation.
Upside participation in growth assets and focus on baskets of individual stocks with high conviction.
Launched in 2019 affirming the company’s commitment to contribute to global sustainability and responsibility in the derivatives and structured products market. The initiative provided an opportunity to formalise much of the work that the firm were already doing – integrating a true palette of ESG structured products and setting new standards on how to combine performance and sustainability within an investment solution.
Clients benefit from ProFin Partners’ in-depth understanding of incorporating ESG principles into structured products, allowing them to meet the needs of the ever-growing demand for responsibly invested portfolios.
ProGreen products tend to be medium to long term in order to capture the necessary approach, looking for an annualised return of 6%-8% (USD). Thematic strategies are also implemented to benefit from macro ESG trends such as the energy transition. The customisation of structured products allows investors to tailor products to meet clients’ requirements on themes and impact outcomes, mixing both sustainable bonds and ESG underlying’s.
Capital protected solutions with green wrappers.
Diverse allocation to benefit from the upside potential of responsible investing with both yield enhancing and capital protected solutions.
Investment in ESG & responsible themes such as climate change and the energy transition.
A combination of low interest rates, COVID and the increased popularity in digital assets (Cryptocurrencies, NFTS, etc) initiated the launch of ProNext in 2022. Society has changed in the way it consumes, communicates and invests.
We believe there is demand for a new era of investment products, servicing a community of investors (often referred to as the Next Gen) expressing different needs and ambitions.
ProNext is addressed mainly to investors with a young mindset, opportunistic and dynamic. Investors are usually aggressive, sophisticated and looking for high reward and ready to expose their capital to risky investments (high leverage, digital assets, unicorn stocks etc.) and potentially illiquid investments in the private markets.
High protection levels with innovative and creative technology solutions.
Allocation to dynamic trading strategies with balanced risk profiles.
Exposure to digital assets and high growth markets with a technology focus.
Authorised and regulated by the Financial
Conduct Authority. Firm reference number 595504