OUR APPROACH
Our approach remains the same, regardless of the challenge.
1
LISTENING
Transforming clients’ challenges into a simplified proposal that balances performance objectives with risk management.
2
ADVISORY
Defining and drafting a clear set of requirements for all counterparties.
3
STRUCTURING
Running a competitive process among partners to find the most suitable solution under the best conditions.
4
DISTRIBUTION
Ensuring compliance with regulatory documentation and marketing materials.
5
FOLLOW-UP
Providing access to a data room and offering tracking and reporting tools.
FINANCIAL INVESTMENTS
Structured Products
The ultimate bespoke financial investment
Structured products embody the sophistication of modern finance, combining capital protection with optimized return potential. Each solution is carefully crafted to match your risk profile and investment goals, offering enhanced flexibility in managing your investments or your clients’ portfolios.
You can choose the level of capital protection, the type of return, and the market conditions targeted, creating an investment that truly aligns with your financial aspirations.
Our experts will guide you through the complex landscape of structured products to help you make informed decisions, aligning strategic innovation with precise execution.
• Bespoke products starting from €100,000
FINANCIAL INVESTMENTS
A.M.C
The perfect blend of asset management and personalized investing
The Actively Managed Certificate (AMC) represents the cutting edge of investment management, offering a structure that is both simple and highly adaptable. With an AMC, you benefit from a platform where every aspect of the investment is tailored to your specific needs. Whether investing in mutual funds, structured products, equities, bonds, or even cryptocurrencies, each AMC is designed to align with your strategic vision.
The parameters of each AMC are fully customizable to meet your specific needs (investment universe, currency hedging, fee structure, etc.). Undoubtedly, the best tool for wealth managers seeking simplification.
• Dedicated AMCs starting from €1,000,000
REAL ESTATE FINANCING
Traditional Bank Financing
To simplify a process that is often complex and lengthy, and with a focus on maximizing results, we assist our real estate clients in sourcing and structuring their financing solutions.
• Senior bank financing
• Mortgage refinancing
• Mortgage refinancing
FINANCIAL INVESTMENTS
Alternative Real Estate Financing
The real estate market has undergone significant transformation in recent years, and we have found that traditional bank financing does not always meet the needs of our real estate clients, either in terms of amount or timing.
To address this gap when necessary, at BERLIOZ, we design, develop, and structure alternative financing solutions, either as a complement to or substitute for traditional financial institutions.
• Club deals
• Private debt
• Real estate crowdfunding
• Private debt
• Real estate crowdfunding
ADVISORY MANAGEMENT
In response to our clients’ desire to take an active role in managing their assets while still seeking guidance, we have developed a tailored advisory management service.
We provide daily support in their decision-making process, helping them explore options and then sourcing, selecting, and structuring the most suitable solutions to meet their specific needs.
• Luxembourg Life Insurance: €500,000
• Luxembourg Capitalization Contract: €500,000
• Securities Account: €500,000
• Luxembourg Capitalization Contract: €500,000
• Securities Account: €500,000
OUR SOLUTIONS
We have access to a broad network of banks, financial institutions, and life insurers.
