Leonteq AG / CH0190891181

Press release: Leonteq launches cooperation with Bergos

Leonteq AG / Key word(s): Partnership


17.10.2024 / 07:00 CET/CEST

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PRESS RELEASE | LEONTEQ LAUNCHES COOPERATION WITH BERGOS Zurich, 17 October 2024 Leonteq announced today that it has entered into a new cooperation with Zurich-based private bank Bergos for the manufacturing and distribution of structured investment products. Leonteq Securities AG (Leonteq) and Bergos AG (Bergos) have launched a cooperation for the manufacturing and distribution of structured products under a standardised white-labelling issuance model established by Leonteq. As part of this cooperation, Bergos will utilise Leonteq’s technology platform to price and trade Bergos guaranteed structured products. While Bergos’ clients can now directly benefit from this extension of the private bank’s offering of structured investment products, Leonteq has received a distribution mandate from Bergos providing it access to Leonteq’s broad network of investors in Switzerland. The first Bergos guaranteed structured products are expected to be available on Leonteq’s platform in the second half of 2024, subject to regulatory approvals.  Alessandro Ricci, Head Investment Solutions at Leonteq, stated: “We are pleased to welcome Bergos to our service technology platform and expand our ecosystem with a reputed Swiss private bank. Thanks to our innovative white-labelling model, we enable Bergos in offering own tailor-made structured products in a fast and cost-efficient manner.” Dr. Peter Raskin, CEO and Partner of Bergos, said: “Adapting and broadening our offering to best fit our client’s needs is at the forefront of our efforts. We are pleased about this new partnership with Leonteq as it allows us to leverage their expertise in trading complex option strategies, while we remain dedicated to our core mission of delivering personalized advice to our clients and being a trusted partner, offering stability of a private bank without significant loan exposure.” Bergos AG is an independent Swiss private bank focusing on private wealth management. Bergos emerged in 2021 with a new shareholder base from its former mother company, the Berenberg Group founded in 1590, and has been serving international private clients and entrepreneurs in the Swiss financial center for over thirty years. Its headquarters are in Zurich with an office in Geneva. The Swiss private bank is dedicated to "Human Private Banking" and specializes in wealth management and advisory services. With more than 130 employees, the focus is on providing expert guidance in all known liquid and non-liquid asset classes, as well as alternative investments and private markets. As of 31 December 2023, client assets under management of Bergos AG amounted to CHF 7.3 billion and total capital ratio was 22.7%.   CONTACT
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Leonteq is a Swiss fintech company with a leading marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services and predominantly covers the capital protection, yield enhancement and participation product categories. Leonteq acts as both a direct issuer of its own products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has offices and subsidiaries in 13 countries across Europe, the Middle East and Asia. Leonteq Securities AG is the main operating subsidiary of Leonteq AG. The company is a securities firm regulated by the Swiss Financial Market Authority FINMA, has a BBB credit rating by Fitch Ratings and is a member of the Swiss Structured Product Association. Leonteq AG was assigned with an AA ESG rating by MSCI and is listed on the SIX Swiss Exchange (SIX: LEON).  www.leonteq.com     Disclaimer
This press release issued by Leonteq AG (the “Company”) serves for information purposes only and does not constitute research. This press release and all materials, documents and information used therein or distributed in the context of this press release do not constitute or form part of and should not be construed as, an offer (public or private) to sell or a solicitation of offers (public or private) to purchase or subscribe for shares or other securities of the Company or any of its affiliates or subsidiaries in any jurisdiction or an inducement to enter into investment activity in any jurisdiction, and may not be used for such purposes. Copies of this press release may not be made available (directly or indirectly) to any person in relation to whom the making available of the press release is restricted or prohibited by law or sent to countries, or distributed in or from countries, to, in or from which this is restricted or prohibited by law. This press release may contain specific forward-looking statements, e.g. statements including terms like “believe”, “assume”, “expect“, "target" “forecast“, “project“, “may“, “could“, “might“, “will“ or similar expressions. Such forward-looking statements are subject to known and unknown risks, uncertainties and other factors which may result in a substantial divergence between the actual results, financial situation, development or performance of the Company or any of its affiliates or subsidiaries and those explicitly or implicitly presumed in these statements. These factors include but are not limited to: (1) general market, macroeconomic, governmental and regulatory trends, (2) movements in securities markets, exchange rates and interest rates and (3) other risks and uncertainties inherent in our business. Against the background of these uncertainties, you should not rely on forward-looking statements. Neither the Company nor any of its affiliates or subsidiaries or their respective bodies, executives, employees and advisers assume any responsibility to prepare or disseminate any supplement, amendment, update or revision to any of the information, opinions or forward-looking statements contained in this press release or to adapt them to any change in events, conditions or circumstances, except as required by applicable law or regulation.

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2007183  17.10.2024 CET/CEST