For Qualified Investors
Be among the first to access professionally managed AMC opportunities. Diversify your portfolio with bankable securities across traditional, alternative, and digital asset classes, launching soon on AMC-Link.
Why Invest in AMCs?
AMCs offer qualified investors streamlined access to sophisticated investment strategies that traditionally require substantial capital or institutional credentials.
Through AMC-Link, you can explore a curated selection of AMCs spanning a wide range of asset classes, from conventional equities and fixed income to alternative investments such as private equity, real estate, and digital assets.
Each AMC is issued with a Swiss ISIN, making it a fully bankable security. This allows you to hold it within your existing custody account, ensuring liquidity, transparency, and operational simplicity—benefits often lacking in traditional alternative investment structures.
Advantages for AMC Investors
Why qualified investors choose AMCs for portfolio diversification
Bankable & Custody-Friendly
AMCs are issued with Swiss ISINs, making them recognized securities that can be held in standard custody accounts—just like traditional stocks or bonds.
Access to Unique Strategies
Investors gain exposure to professionally managed strategies that may otherwise be inaccessible due to high capital requirements or institutional barriers.
Daily Valuation & Transparency
Regular NAV reporting and clear visibility into underlying assets provide transparency and confidence in performance tracking.
Liquidity & Flexibility
Unlike many alternative investments, AMCs offer liquidity and tradability, allowing investors to enter and exit positions more easily.
Diversification Across Asset Classes
AMCs can include traditional, alternative, digital, and thematic strategies—enabling broad portfolio diversification within a single instrument.
Regulated Structure with Oversight
While avoiding complex fund licensing, AMCs still benefit from independent administration, custodianship, and governance under Swiss law.
Efficient Tax & Reporting Treatment
As structured securities, AMCs often benefit from simplified tax reporting and integration into existing portfolio management systems.
Global Accessibility
Qualified investors across jurisdictions can access AMCs through familiar banking and brokerage channels, expanding investment reach.
Who Are Qualified Investors?
AMCs are designed for professional and sophisticated investors
Global: Individuals with significant financial assets, typically exceeding $1 million (or equivalent), who meet wealth thresholds defined by local regulators.
- EU: Often classified as "professional clients" under MiFID II.
- US: Must meet SEC criteria for accredited investors (e.g., $1M net worth excluding primary residence).
- APAC: Definitions vary, e.g., Australia's "wholesale investors," Singapore's "accredited investors."
- Middle East: Commonly served via private banking platforms; UAE defines HNWIs under DFSA and ADGM rules.
Global: Entities managing wealth for ultra-high-net-worth families, often with multi-generational investment mandates.
- EU & US: Often operate as professional or accredited investors.
- APAC: Rapidly growing in Hong Kong and Singapore, with increasing interest in alternatives.
- Middle East: Prominent in UAE, Saudi Arabia, and Qatar, often investing in private equity, venture capital, and impact strategies.
Global: Includes pension funds, insurance companies, endowments, and sovereign wealth funds.
- EU: Regulated under Solvency II, IORP II, and other frameworks.
- US: ERISA-regulated pension plans, university endowments, and insurers.
- APAC: Includes superannuation funds (Australia), insurers, and government-linked institutions.
- Middle East: Includes entities like ADIA, PIF, QIA, and regional pension funds.
Global: Licensed firms managing client portfolios or proprietary capital.
- EU: MiFID II-regulated firms.
- US: SEC-registered investment advisors and hedge funds.
- APAC: MAS (Singapore), SFC (Hong Kong), ASIC (Australia) regulated firms.
- Middle East: DFSA, ADGM, and CMA (Saudi Arabia) regulated managers.
Global: Companies with treasury or strategic investment arms deploying surplus capital.
- EU & US: Often invest via structured notes, AMCs, or direct equity.
- APAC: Includes conglomerates and holding companies with internal investment teams.
- Middle East: Large family-owned businesses and holding groups with active investment portfolios.
Global: Defined by income, net worth, or professional experience.
- US: SEC definition includes individuals with $200K annual income or $1M net worth.
- EU: MiFID II "elective professional clients."
- APAC: Varies by country—e.g., Singapore's S$2M net worth rule.
- Middle East: DFSA and ADGM define thresholds for professional clients.
Global: Institutions managing endowments or reserves for long-term sustainability.
- EU & US: Often invest in diversified portfolios including alternatives.
- APAC: Includes educational and philanthropic foundations.
- Middle East: Charitable and educational endowments increasingly adopting structured investment vehicles.
Global: Public sector bodies investing in strategic, infrastructure, or impact-driven initiatives.
- EU: Includes national development banks and strategic investment funds.
- US: State-level investment arms and federal agencies.
- APAC: Includes Temasek (Singapore), Khazanah (Malaysia), and others.
- Middle East: ADIA, PIF, QIA, Mubadala, and other sovereign entities.
AMC Investment Opportunities by Asset Class
- Long/short equity strategies
- Sector-focused or thematic investing (e.g., AI, ESG, healthcare)
- Global tactical allocation
- Dividend-focused portfolios
- Sovereign and corporate bonds
- High-yield and credit opportunities
- Duration and interest rate management
- Emerging market debt
- Balanced portfolios
- Risk parity strategies
- Tactical asset allocation
- Inflation-hedged portfolios
- Growth capital and buyouts
- Early-stage venture investments
- Co-investment structures
- Secondary market opportunities
- Income-generating properties
- Development projects
- REIT-style structures
- Real estate-backed debt
- Renewable energy projects
- Utilities and transport assets
- Social infrastructure (e.g., schools, hospitals)
- Public-private partnerships
- Energy (oil, gas, renewables)
- Metals and minerals
- Agricultural goods
- Commodity-linked derivatives
- Cryptocurrency portfolios (Bitcoin, Ethereum, altcoins)
- Blockchain infrastructure and Web3 investments
- Tokenized real-world assets (real estate, art, commodities)
- DeFi strategies and staking
- NFTs and digital collectibles
- Capital-protected notes
- Yield-enhanced strategies
- Derivative overlays
- Volatility and options-based strategies
- Clean energy and climate resilience
- Social impact and inclusive finance
- Circular economy and sustainable agriculture
- Gender-lens and demographic investing
- Halal equity portfolios
- Sukuk (Islamic bonds)
- Real asset-backed structures
- Ethical and faith-based investing
- Litigation finance
- Royalties and intellectual property
- Trade finance
- Art, wine, and collectibles
How AMC-Link Works for Investors
Create your investor profile and set your investment preferences, risk tolerance, asset class interests, and notification settings.
Browse curated AMC opportunities with detailed term sheets, strategy descriptions, track records, and transparent fee structures.
Access comprehensive documentation, performance history, and manager information to make informed investment decisions.
Purchase AMCs through your bank or broker using the Swiss ISIN. Monitor performance and receive regular updates through the platform.
Start Exploring AMC Opportunities
Join AMC-Link to access curated actively managed certificate opportunities