Silverdale Bespoke Funds

Overview

Description

Bespoke Funds are custom-made funds with ring-fenced asset structure, i.e., legally segregated portfolios which result in higher risk-adjusted returns using award winning fund management expertise, institutional cost of funding, prime brokerage arrangements, tax efficiency (bond interest becoming “tax-free” dividend income). These are ideal for Fixed Maturity Plans, Leveraged Deposits, Leveraged Delta Notes, Leveraged CLNs etc.

Investment Objective

We offer bespoke investment management with assets being held in investor’s name, with complete control yet better returns: economies of scale, world class risk management, etc. As per client mandate.

Key Advantage

Silverdale Special Suite for Private Banks, EAMs & Family Offices Includes:

  • Single Stock Financing
  • Creating liquidity without giving-up control
  • Access to most local markets in Asia, Europe & Middle East
  • Non-recourse leverage: without personal guarantees (non-recourse leverage), through Special Purposes Vehicles (SPV), Total Return Swap, Leveraged Delta Note, etc.
  • Segregation of assets avoiding cross pledge or personal guarantee for (new) businesses Leveraged Delta Note, etc.
  • Regulated fund for NexGen wealth transfer tax efficient structure for transfer of wealth to the next generation
  • Creating liquidity without giving-up control