Elite Financial & Collateral
The High-End Lombard Loan.
Unlock the value of your financial assets without disrupting your investment strategy. Get an immediate line of credit using your securities or life insurance as collateral.
Keep your assets, enjoy the funds.
The Lombard loan is the preferred tool for informed investors. It allows you to finance new projects, optimize your taxes or meet a one-off cash flow need while keeping your investments active. Your assets continue to grow while you use your line of credit.
- ✔From €25,000 to more than €10,000,000
- ✔Contractual fixed rate at 2.5%
- ✔No asset sale required
Loan Architecture
Eligible Assets
Life insurance, securities portfolios, bonds, or other investment funds under management.
Leverage
Reinvest your funds to increase your market exposure without adding new capital.
Cash Management
Face your tax or personal deadlines without disinvesting in an emergency.