A significant innovation that strengthens the positioning of the bank as a hub specialized in the structuring of securitized solutions, opening up new opportunities for external asset managers.
A bridge between institutional know-how and the retail market
The listing of AMC on the stock exchange is a natural step in the evolution of the Credinvest ecosystem. For nearly a decade, the Bank has been active in the structuring and securitization of complex investment strategies, working with vehicles domiciled in Switzerland, Guernsey, Jersey, Cayman Islands, Luxembourg, and other international jurisdictions. With this initiative, Credinvest expands this expertise, enabling managers to transform their investment strategies into fully transparent instruments listed on the Italian Stock Exchange. AMCs can be built on the main liquid asset classes—equities, bonds, rates, currencies, and multi-asset strategies—while maintaining full management flexibility and an operationally efficient structure.
Listing on the Italian Stock Exchange also allows us to meet growing demand from investors and distributors seeking regulated, flexible solutions that can be easily integrated into their advisory and wealth management processes.
A strategic opportunity for external asset managers
The main beneficiaries of this initiative are external asset managers. Thanks to the listed certificates, managers will be able to:
- benefit from a clear and recognized regulatory framework;
- access new retail markets supported by regulated channels, without proprietary infrastructure;
- transform your model strategies into listed tools;
- maintain ownership of management, delegating structuring and life cycle (issuance, reporting, post-sales) to Credinvest.
In this sense, Credinvest acts as a partner, accompanying the manager from the idea phase to the management of the strategy.
An integrated institutional platform
With offices in Lugano and Zurich, Credinvest Bank serves external asset managers, trust companies, banks, funds, family offices, and brokers through a structured, digital, and interconnected platform designed to meet complex needs in the areas of securitization, structured products, and customized investment solutions.
The Institutional Clients Division has been led for three years by Roberto Rodriguez, who has extensive experience developing structured solutions and managing institutional clients. "Our ambition is to provide institutional clients with tools and support to transform every investment idea into a concrete financial opportunity," says Rodriguez. "This means reducing process disruptions between advisory, issuance, distribution, and post-sales management, ensuring integrated oversight of activities and support throughout the entire lifecycle of the investment."
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All operations are supported by a proprietary e-banking system, developed internally, which allows access to documentation, issuance, reporting, and operational flows in a customizable and white-label format.
Infrastructure, market and relationship
One of Credinvest's distinctive features is its in-house trading room, which combines technological automation with human interaction. Operators and specialists ensure responsiveness even during the most complex trading and management phases. Through a single access point, institutional clients can connect to a select network of global counterparties, white-label online trading platforms, and investment banks active in derivatives and OTC markets, with a particular focus on the foreign exchange market. Credinvest can also act as paying agent, depositary bank, and calculation agent, coordinating onboarding, issuance, and product management in an integrated manner.
Lugano, growth and recognition
Credinvest Bank, with its historic headquarters in Lugano at Via G. Cattori 14, recently strengthened its presence in the city center with an additional office at Contrada Sassello 2. This office, which will become a hub for dialogue with external asset managers and local counterparties starting in 2026, reflects the bank's desire to build a network of relationships capable of generating shared value.
In 2025, the bank was named the "Strongest Growing Private Bank" in the category of Swiss private banks with AuM under CHF 20 billion, according to Fin21's WealthSummit study, with its Institutional Clients Division contributing significantly to this growth. Confirming this achievement, in March 2026, Credinvest Bank also received Euromoney's international recognition as the "Best for Client Service" Swiss private bank. Among the reasons behind the award, Euromoney also recognized the quality of the services offered to institutional clients and the results achieved.
A look into the future
Under the guidance of CEO Alex OberholzerCredinvest Bank has undertaken a transformation of its corporate culture, focusing on expertise, engagement, and quality relationships. The goal is not simply to grow, but to build an ecosystem where clients, partners, and professionals can develop value over time.
With the introduction of actively managed certificates listed on SeDeX, Credinvest strengthens its position as a high-standard boutique investment bank, capable of connecting ideas, markets, and investors efficiently and responsibly. This expansion of its offering is designed to meet increasingly complex needs, while maintaining a long-term vision and a highly tailored approach.
