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Accessing alternative capital is a global need. Spanning Developers, Managers, Asset Managers, Family Offices; the need for growth of wealth and revenue formulate the base of this market requirement. With the advent of Providential Advisory; a specialised business advisory structure that is backed by a range of regulated and fully compliant holdings of the same parent; our market positions offer a wide range of sophisticated services & solutions. Built to being an autonomous vertical that provides full scale transaction management & financial engineering; and the in-house capacity to initiate and execute the individual requirements , no matter the complexities, makes us a unique Organisation with an extended in-house infrastructure managed under one single umbrella.
About
Us
What Sets Us Apart
Providential Advisory & Management is a centralised management console; a vertical structure under the Swiss Providential Trust AG that manages Client Intake for access to our regulated range of products & services delivered through a series of autonomous holdings of the SPT. The Advisory structure is designed to creating bespoke offerings while integrating the requisite product, service or solution from the verticals promoted and owned by the SPT.
The verticals are fully regulated under the FINMA, AOOS and other jurisdictions based on the domiciles and the services range an array that delivers origination of capital, establishment of sophisticated infrastructures, white label solutions, issuance & private placement among the primary businesses of asset, portfolio & wealth management offerings to both Corporations, Governments & UHNI, Family Offices
One of the key requirements in offering for private placements is to create a structured host environment that has the capacities to provide strong administration & compliance modules. Raising capital for expansion is driven with the vision of successful fund raise & successive expansion and growth. The capital formation modules have to host a highly initiated methodology that can bring together compliance, regulatory alongside vision & management styles all under one roof. Our business advisory seamlessly integrated with specialised offerings help create well defined investment vehicles, feeders and have the host ready to issue a wide range of equity and structured debt offerings with sophisticated listings and management processes involved.
Building the Host
The offering to investors are based on the analysis of risks and the management of the same. Underwriting the deal structures and transactions are a critical factor in defining the placement agenda and prospectus. Our integrated verticals provide structured underwriting solutions ranging geo-political risks, credit risks, sustainability and performance risks, management of deliverables, collections, lifecycle management and restructures as and where requisite. Our advisory modules automatically focus on the underwriting capacity of the transactions we choose to attend to and our underwriting is defined through our Institutional Investor needs which basically translates to a sophisticated product being delivered for best in class investors to bridge over to the sell side.
Underwriting
Our in-house capacity to manage the issuance process in its entirety ranging from establishment of the investment or feeder vehicles, tax jurisdiction management to best in class underwriting processes; the issuances are managed by our asset management structures that overlay all our activity base. This allows us to provide full purview solutions in issuance, listing and private placement modules as part of our advisory intake.
Issuance
Developments and transactions need a host of offerings to be in place for successful private placements. Our advisory structure and SPT's global networks with world leading concessionaires, developers, technlogists and our in-house passive & active investing arms provide a wide range of options to creating tactical positioning in the institutional debt capital markets by building the right underlying infrastructures ready for placements through structured debt and equity offerings.
Enhancements
Our capacity in-house to issue funds ranging Swiss Qualified, Luxembourg SICAVs and other regulated structures gives us a unique position to help our clients create well defined offering platforms and investment platforms. Our structures include highly sophisticated establishment modules alongside management & administration as per the regulatory needs and compliance.
Funds
With both a Passive & Active Investments structure hosted in-house; we are able to offer complex solutions to investment requirements. With an existing range of qualified institutional investor base & our capacities to create state of the art underwriting modules & offerings; our Advisory engagements are designed on a bespoke basis to integrate all of our underlying verticals into a single file.