Leonteq AG is a Swiss company active in the finance and technology sector with a focus on the structured products segment. Based on proprietary, high-powered, modern technology, the company offers products and services related to derivative investment products and predominantly covers the capital protection, yield enhancement and participation product classes. This means Leonteq AG acts as both a direct issuer of its own products and a guarantor for clients, as well as a partner to other financial institutions.
In these partnerships – in those with major banks, for example – Leonteq AG produces structured investment products using its technology platform, which are then issued by the banks and act as guarantees for buyers. Alongside its core business, Leonteq AG also helps life insurance companies to produce capital-efficient, share-linked pension products with guarantees. Leonteq AG’s partner institutions include the banks Aargauische Kantonalbank, Bank of Montreal, Cornèr Bank, Crédit Agricole CIB, Deutsche Bank, EFG International, J.P.Morgan, Raiffeisen Switzerland, Mobiliar and Helvetia Insurances.
Leonteq AG’s proprietary technology platform makes it possible to instantly calculate complex structured financial products, even when tailored to individual customer requirements, and produce all the necessary documentation automatically in four languages. To do this, the Leonteq system accesses over 1,200 share values and other asset classes, as well as around 800 indexes as underlying assets. In addition, the Leonteq system suggests optimised, tradeable alternative combinations. In the insurance solutions business segment, the system makes it possible to manage investments 100% online at the individual policy level, complete with visualisations of all business transactions that have taken place during the term of the policy.
Leonteq AG has thus revolutionised the speed and cost structure of the finance industry in the structured products segment. The company is a member of various organisations, including the Swiss Structured Products Association.
Leonteq AG is currently focused on a strategy of continued organic, geographical growth. It aims to achieve this through the sale of its own products as an issuer, the full exploitation of its partners’ issuing capacity with products created on the Leonteq platform, and a growing number of partner institutions in the banking and insurance sector. Alongside its domestic market in Switzerland, the company is active in a number of other European countries and has been present in Asia for several years. In the first quarter of 2017, it sold its first products in Japan – the largest market for structured products worldwide. Leonteq AG consists of three business segments: Investment Solutions, Banking Solutions and Insurance & Wealth Planning Solutions.
The company was founded in Switzerland in 2007 and was floated on the market in 2012. After a period of dramatic growth, Leonteq AG consolidated and now employs around 440 people from more than 50 countries. The company has offices and subsidiaries in nine countries, through which it serves over 30 markets. Alongside its headquarters in Zurich, it has offices in Geneva, Frankfurt, London, the British Channel Islands (Guernsey), Hong Kong, Singapore, Paris, Monaco and Amsterdam. In the 2017 financial year, Leonteq AG posted revenues of over CHF 215.4 million. The company (LEON/security no.: 19,089,118) is listed on the SIX Swiss Exchange and is subject to the regulatory authority of FINMA for securities dealers.