Basler Kantonalbank agrees technology and distribution partnership with Vontobel to expand client business with structured investment products

As the range of structured products on offer for clients in Switzerland continues to grow, Basler Kantonalbank will become the seventh issuer to use Vontobel’s digital distribution platform deritrade® MIP (Multi-Issuer Platform).

This type of technological distribution partnership is the first of its kind since it allows a third-party, by means of white-labeling, to benefit from Vontobel`s existing fully automated production platform in order to issue structured investment solution under their own brand name. Using deritrade® MIP, Basler Kantonalbank will thus be able to make binding product offers to its clients in real-time. Basler Kantonalbank is already among the numerous Swiss banks that have given their relationship managers access to deritrade® MIP in order to support their advisory services. The implementation of this partnership is already at an advanced stage, and production is scheduled to commence in July, initially for four different types of products on equities.

The deritrade® MIP platform is the leading digital distribution network for structured investment products in Switzerland. Over 60 banks and 500 asset managers with more than 4,000 users in total currently use this real-time platform to create tailor-made bespoke investment solutions. On deritrade© MIP, users receive directly comparable pricing offers from up to six different product providers in a matter of seconds. Products are selected using the “best execution” principle within an open architecture that ensures full comparability.

Luca Pertoldi, member of the Executive Board and Head of Distribution Commercial Clients at Basler Kantonalbank, says, “In addition to servicing our existing client base, becoming an issuer on deritrade® MIP will expand the target market for potential buyers of our structured investment products. Vontobel’s state-of-the-art process and production infrastructure allows us to guarantee that we can meet the highest standards in terms of speed and quality with our structured investment products without having to make additional investments in our own IT infrastructure.”

“Vontobel has been investing systematically in digitalizing the structured investment products business for many years, and it can now provide exactly the right product for every client or portfolio. We are delighted to welcome Basler Kantonalbank to our digital production platform as an issuer,” says Roger Studer, Head of Vontobel Investment Banking.

Vontobel Investment Banking
Vontobel Investment Banking creates specialized investment solutions for private and professional clients. We follow a client-oriented digital business model, manage risks carefully and build compelling service packages to get our clients ahead. Understanding our clients’ needs in depth is of vital importance for us. We use our expertise to anticipate trend reversals, risks and opportunities in order to exploit them successfully for you. We only do what we master, and we follow up on opportunities we believe in. We take clear decisions and act with determination. We are proud of our specialized offering, which includes structured products, transaction banking, corporate finance, brokerage and solutions for external investment advisors, and digital platforms. We regularly win awards for our research capabilities. This is how we add value for you.

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