Nouvelles et articles

Management Buy-Out
CAT Financial Products AG (CATFP), the independent Multi-Issuer Platform for structured products located in Zürich, announces that the three Managing Partners, namely Giuliano Glocker, Hans-Peter Kellenberger and Maurizio Maniglia, have acquired the majority of the shares of CATFP from Cat Holding AG through a management buyout as per 30th September 2015. Cat Holding AG sells the shares at an agreed upon fair price and keeps 10% of the shares of CATFP. The collaboration with Cat Holding Group as well as the company’s quarters at Limmatquai 4, 8001 Zürich remain unchanged.

360° Reporting & Lifecycle Management Platform in White-Labelling Format for Banks
CATFP has rolled out the independent and fully automated reporting and lifecycle management platform for structured products in a White-Labelling format as announced in December 2014. The own developed technology offers a tool for banks, institutional investors and asset managers to analyse and monitor all of their structured products independently from banks and issuers. Additionally, the fully automated Lifecycle Management Tool with product event notifications, reporting and portfolio management functions, covers the entire range of monitoring activities and allows the client an automated and personalized control over his positions, including a Front-End Tool for investment advisors with client contact. For the trading department the platform offers next to the regulatory requirements, such as Best-Execution and reporting duties, a technology to better exploit the handling of structured products within the bank through an administrational access. For clients this technology offers an independent and integrated monitoring tool, which saves time without the need of additional investments in neither IT nor human resources. CATFP continuously manages, maintains and develops the platform. Several further supporting innovations and technologies are currently being planned, such as a new pricing tool as well as a fully automated deposit statement related to structured products. CATFP gives access to its own developed technology which has been in use for several years and offers the platform with the services it provides in a White-Labelling Format. The tailor-made aspect keeps an important role to best fit client needs. The first Swiss bank, that will use the reporting and Lifecycle Management platform in White-Labelling Format internally for analysis and monitoring purposes of existing positions in structured products, is already known and the collaboration will be published in due time. One of the largest Swiss Cantonal Banks is currently using the platform of CATFP in the course of a testing phase. Furthermore CATFP is in contact with numerous other Swiss banks and will announce further White-Labelling partners in the near future.

CATFP establishes its first subsidiary in Bern and appoints new Managing Partner
Weiter gibt die CATFP bekannt, per Mitte November 2015 die erste Filiale in Bern zu eröffnen. Als Managing Partner konnte die CATFP Beat Burri für den Auf- und Ausbau der CATFP Bern engagieren. Beat Burri (1972) ist Schweizer Staatsangehöriger mit über 25 Jahren Erfahrung in der Finanzbranche, als ehemaliger Berner Ringhändler besitzt er zudem langjährige Erfahrung als unabhängiger Vermögensverwalter und hält das eidg. Diplom des Finanzanalytikers und Vermögensverwalters/CIIA . Die Filiale Bern konzentriert sich hauptsächlich auf das Geschäft mit institutionellen Kunden und Vorsorgeeinrichtungen. Mit der Multi-Emittenten und der Reporting- und Life-Cycle-Management Plattform für Strukturierte Produkte bietet die CATFP eine führende Technologie an, eine integrierte und unabhängige Lösung, welche jeden Investor in Strukturierte Produkte erreicht.

Contact:

Giuliano Glocker, Managing Partner
gglocker@catfp.ch / +41 43 311 27 40