Author: Joseph Patterson

Bonds have always been an investment opportunity for those who are looking for a long term, high return option, with recent market forces showing bonds popularity continuing with investors cashing in their shares to place in bonds. However, it is retail bonds that seemed to have captured the imagination of those wanting a return with the difference. Daniel Terry, CEO of IntaCapital Swiss, takes a look at past retail bonds investments and the opportunity and risks involved in investing in them.

What is a Retail Bond?

Retail bond new issues are similar to IPOs (initial public offering). They allow companies to raise money, offering the public a chance to invest into prospects. As with all bonds, retail bonds are a type of loan where in exchange for lending a business your capital, it will pay you a fixed rate of interest over a set period. To learn more about the risks and what to look out for, read here.

IntaCapital Swiss and Bond Issues

The complexity of undertaking a bond issue calls for the expert knowledge in co-ordinating all parties to best serve the issuer. At IntaCapital Swiss we can deliver all requirements to the issuer and co-ordinate the bond issue.

• Take your offering to the marketplace.
• Ensure your bond issue succeeds to raise its financial requirement for your company.

IntaCapital Swiss have access to several different investment opportunities that may not be accessible to the public. We are ideally placed to offer exclusive introductions for potential investors to investment bankers – solicitating bids for new issue bonds and other investment opportunities.

To discover the benefits and to discuss the intricacies of undertaking a bond issue or to receive further information on these types of investment services, please get in touch. Our expert team will advise and offer the necessary consultations.

With the recent news of the FCA’s second largest ever criminal prosecution for the £28 million investment fraud of Michael Nascumento, there has never been more reason to take precautions when choosing the services of an investment advisor. The decisions an investment advisor will counsel you on could have huge ramifications on your personal and commercial finances, so it is important to find the right person who understands your business, your finances and has your best interests solely in mind.

Here Daniel Terry, CEO of IntaCapital Swiss SA, Geneva gives us his top five considerations when appointing a new investment advisor.

Our CEO, Daniel explains why it’s important to know what qualifications or specialities financial advisors hold, taking into consideration certain industries, as well as outlining any possible conflicts of interest. Other key points to consider is payment for your advisor – do they work on a fee basis and if so, decipher whether this is hourly, at fixed or an asset under management fee.

Understanding the market and researching how the investment advice given by an advisor differs from other competitors is also vital to ensure you are receiving the best advise possible. Many investment advisors will also provide digital tools, such as dashboards, to view your financials all in one place.

At IntaCapital Swiss we can advise the most suitable options for project funding via the means of Collateral Transfer. We have facilitated funding for many global projects, to a variety of industries. Typically, we facilitate projects between €20 million and €100 million, however, we can accommodate larger and smaller projects. To learn more about how we can facilitate corporate funding, submit an enquiry and one of our experts will be in touch within 48hrs. A member of our finance team is always on hand to guide you through the application process and arrange the necessary consultations with no obligation.