The core activity of Carat Solutions AG is to provide tailored investment solutions for institutional investors. This includes services such as product indications, market monitoring, negotiations, competitive offers, secondary market and active monitoring of investments. The company acts as an independent financial advisor and is affiliated with the ARIF (Association Romande des Intermédiaires Financiers).
AI-generated
Offering
Products & services
Industry:Financial Services
✓ Offered8
Structured products
Structured products for asset managers, private banks and family offices, focused on capital protection, yield optimisation, leverage and participation structures, and collateralised debt securities.
Active Managed Certificates
Active Managed Certificates as a product family within the offering, complemented by continuously managed structured solutions for professional investors.
Advisory and implementation of structured products
Advisory on structured products, implementation, best-offer sourcing across multiple issuers, optimisation of product ideas and development of tailored strategies.
Yield enhancement
Yield-enhancement structures to increase earnings within the structured product offering.
Capital protection products
Structured products with capital protection for professional investors and institutional clients.
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