OptiAssets announces joint venture with Privatam to give asset and  wealth managers better access to securitization services and securitized assets


Privatam, WealthTech based in Monaco, which is digitalizing the investment process with its Platform PARity (handling over $USD 8 billion worth of investment products for over 600 wealth managers across the globe) and OptiAssets, an assets repack platform are announcing their joint venture to offer asset and wealth managers a better access to securitization services and assets repackaging.

Through the powerful combination of OptiAssets’ securitization and assets repack platform and Privatam’s technology and expertise, the new partnership meets asset and wealth managers’ growing need to securitize any asset class for their clients – from traditional, liquid assets, through to alternative, non-liquid assets that can be tailored to the investor’s specific requirements.

The cementing of this partnership aims to help asset and wealth managers better meet investors’ expectations and respond to increasing interest in new, customized investments.

“Nowadays it is key in the financial markets to combine independency, transparency and safety with financial track record and strong digital technology. Together, we have made it being able to transform an investment strategy into a secured listed security.”

Luis Puertas, Executive Director at OptiAssets

OptiAssets will benefit from increased scale and reach, while Privatam will be more responsive to the market’s expectations by providing greater flexibility, increased access and cost-efficient investment vehicles to investors. 

“We know that wealth managers are looking for new and innovative ways to meet their clients’ expectations, tailoring investments to individual needs, preferences and risk appetites. This is in our DNA: providing customized investments to our growing wealth manager community. This joint venture with OptiAssets allows us to widen the types of products and services we can provide”.

Massimo Passamonti, CEO of Privatam

OptiAssets also benefits from Privatam’s digital platform technology, which enables investors to easily control each OptiProduct and track their life cycle, as well as monitoring their earnings and performance.

OptiAssets’ recent transactions include the securitization of a major real estate project next to the Burj Khalifa Tower in Dubai; real estate projects in New York and the Dominican Republic; a forest plantation in Brazil; commodity trade finance for a Swiss asset manager; and an ETFs investment strategy for a Spanish asset manager.

“Securitization is becoming increasingly popular with a growing market of alternative assets, including real estate assets, private equity funds and infrastructure projects, in addition to traditional banking assets. With more tools and easily accessible information, we hope to see project, portfolio and asset managers play a greater role in the investment industry through OptiProducts”.

Arthur Bauch, Privatam co-founder

Privatam believes securitization and asset repackaging presents an untapped opportunity for its clients to access bespoke asset risk. This type of asset remains, however, unfamiliar or out of reach to many wealth and asset managers, so providing education and improving accessibility to efficient, flexible and cost-competitive investment structures such as an OptiProduct is key.

Shaking up the securitization market

OptiAssets provides next-generation customized investment vehicles, OptiProducts, with integrated administration. The company works with top tier independent service providers from each industry within its securitization platform, while implementing the highest level of protection, controls and transparency for the benefit of its customers and their investors.

“Each OptiProduct is secured with no issuer risk as it is bankruptcy remote, audited and listed on a recognized stock exchange. Most importantly, it is backed by the underlying asset and supported by international clearing systems. OptiProducts benefit from a robust and stable legal framework within the EU and an independent and recognized Trustee”.

Luis Puertas, Executive Director at OptiAssets.

Investors can easily purchase and transfer an OptiProduct directly through their banks, investment platforms and brokers.

Source: Privatam & OptiAssets