For professional intermediaries
Building Your Financial Legacy
Silverline designs investment strategies and coordinates the licensed institutions that build them. Assets stay in your clients' own name. You keep the relationship; we bring the structure, the banks and the tools.
46°33′N 8°33′E · SWISS ALPS
Own name
Accounts opened in the investor's own name
No client money
Funds move directly between account and product
Licensed
Issuance, management and custody by licensed institutions
0 languages
Service and onboarding in English, Portuguese and Spanish
Capital at risk. The value of investments can fall as well as rise, and investors may not get back the amount originally invested. Silverline does not provide investment advice.
The two anchors
Two financial capitals. One structure.
51°30′N 0°07′W
London
OriginationStrategies conceived and coordinated from the United Kingdom.
47°22′N 8°32′E
Zurich
CustodyAssets in safekeeping with Swiss custodian banks.
Our role
One strategy. Licensed institutions. A single point of relationship.
Silverline originates and designs investment strategies, and coordinates their construction by licensed institutions. Issuance, management and custody are each performed by regulated specialists in their own jurisdictions. Silverline remains the ongoing point of relationship, for service and coordination; advice stays with the investor's own advisers.
Origination & coordination
Silverline
Conceives the strategy, brings the institutions together and remains your point of relationship.
Issuance
Issuing institution
A licensed institution issues the Actively Managed Certificate under its own regulatory framework.
Management
Licensed manager
A regulated manager runs the strategy within the certificate's defined mandate.
Custody
Swiss custodian bank
Assets are held in safekeeping by a Swiss custodian bank.
Investor & intermediary
End investors are introduced and served through their professional intermediary.
Origination & coordination
Silverline
Conceives the strategy, brings the institutions together and remains your point of relationship.
Issuance
Issuing institution
A licensed institution issues the Actively Managed Certificate under its own regulatory framework.
Management
Licensed manager
A regulated manager runs the strategy within the certificate's defined mandate.
Custody
Swiss custodian bank
Assets are held in safekeeping by a Swiss custodian bank.
Investor & intermediary
End investors are introduced and served through their professional intermediary.
Each institution is responsible for its own regulated services. Silverline does not provide investment advice and does not hold client money.
In plain English
We conceive the strategy and bring the right licensed institutions together to build it. The institutions carry out the regulated work. You and your own advisers decide whether it is right for you.
What we build
Three ways into one structure.
How assets are held
Safeguards built into every structure.
Wealth endures where discretion and rigour meet. Each structure is arranged so that the investor's assets stay in their own name, with licensed institutions, and move only on the investor's own instructions.
Ask us how a structure is safeguarded →Held in your own name
Accounts and holdings are opened in the investor's own name with a Swiss custodian bank.
Money moves directly
Funds travel between the investor's account and the product. Silverline does not receive or hold client money.
Licensed at every step
Issuance, management and custody are carried out by licensed institutions, each accountable for its own services.
Partner network
Reserved for approved partners.
Structured products, compliance tools and dedicated support, built exclusively for qualified financial intermediaries.
For qualified financial intermediaries only. Not for distribution to retail clients or the public.
Start with a conversation.
Talk to us about how the structure works and what it involves.
Speak with Silverline