Leonteq launches cooperation with Bergos

PRESS RELEASE | LEONTEQ LAUNCHES COOPERATION WITH BERGOS

Zurich, 17 October 2024

Leonteq announced today that it has entered into a new cooperation with Zurich-based private bank Bergos for the manufacturing and distribution of structured investment products.

Leonteq Securities AG (Leonteq) and Bergos AG (Bergos) have launched a cooperation for the manufacturing and distribution of structured products under a standardised white-labelling issuance model established by Leonteq. As part of this cooperation, Bergos will utilise Leonteq’s technology platform to price and trade Bergos guaranteed structured products.

While Bergos’ clients can now directly benefit from this extension of the private bank’s offering of structured investment products, Leonteq has received a distribution mandate from Bergos providing it access to Leonteq’s broad network of investors in Switzerland. The first Bergos guaranteed structured products are expected to be available on Leonteq’s platform in the second half of 2024, subject to regulatory approvals. 

Alessandro Ricci, Head Investment Solutions at Leonteq, stated: “We are pleased to welcome Bergos to our service technology platform and expand our ecosystem with a reputed Swiss private bank. Thanks to our innovative white-labelling model, we enable Bergos in offering own tailor-made structured products in a fast and cost-efficient manner.”

Dr. Peter Raskin, CEO and Partner of Bergos, said: “Adapting and broadening our offering to best fit our client’s needs is at the forefront of our efforts. We are pleased about this new partnership with Leonteq as it allows us to leverage their expertise in trading complex option strategies, while we remain dedicated to our core mission of delivering personalized advice to our clients and being a trusted partner, offering stability of a private bank without significant loan exposure.”

Bergos AG is an independent Swiss private bank focusing on private wealth management. Bergos emerged in 2021 with a new shareholder base from its former mother company, the Berenberg Group founded in 1590, and has been serving international private clients and entrepreneurs in the Swiss financial center for over thirty years. Its headquarters are in Zurich with an office in Geneva. The Swiss private bank is dedicated to "Human Private Banking" and specializes in wealth management and advisory services. With more than 130 employees, the focus is on providing expert guidance in all known liquid and non-liquid asset classes, as well as alternative investments and private markets. As of 31 December 2023, client assets under management of Bergos AG amounted to CHF 7.3 billion and total capital ratio was 22.7%.

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LEONTEQ
Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product categories. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries across Europe, the Middle East and Asia. Leonteq Securities AG is the main operating subsidiary of Leonteq AG. The company is a securities firm regulated by the Swiss Financial Market Authority FINMA, has a BBB credit rating by Fitch Ratings and is a member of the Swiss Structured Product Association. Leonteq AG was assigned with an AA ESG rating by MSCI and is listed on the SIX Swiss Exchange (SIX: LEON).  www.leonteq.com

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