Portfolio lending for your clients.
When your clients need capital it's rarely the right time to sell. With Portfolio lending they get liquidity without breaking their long-term investment strategy – and you get a solution to offer instead of seeing capital leave the mandate.
How it works
Portfolio lending in three steps.
You know the client. We set the structure.
When a liquidity situation arises with your client, you introduce Portfolio lending as an alternative to selling.
We assess the portfolio holding by holding and set a credit line. You and the client get full transparency in how the limit was calculated.
Draw all or part of the limit immediately. Interest applies only to the amount used. The portfolio stays under your management.
What you get
A solution that strengthens your client relationship.
- Keep the mandate
Your clients don't have to sell to access liquidity. The portfolio stays under your management.
- A stronger offering
A solution beyond pure asset management that matches private banking's bundled offer – without you having to build it yourself.
- Transparent loan-to-value
We set loan-to-value holding by holding, based on liquidity and volatility. No black boxes.
- Smooth process
You guide the client through the application. Moank handles credit decision, capital and ongoing servicing.
- Regulated counterpart
Moank is a credit market company supervised by the Swedish Financial Supervisory Authority.
- Dedicated partner manager
A dedicated contact at Moank for your questions and client cases – not a support queue.
A fit for you?
Built for you who…
- Are a wealth manager or private banking firm.
- Have clients with significant securities portfolios.
- Want to offer liquidity without the client's capital leaving the mandate.
- Are looking for a regulated Swedish counterpart.
- Want a partnership model without system migrations.
Our partners
Wealth managers offering Portfolio lending.
Portfolio lending is offered through our wealth managers. We're happy to add more partners.
Get in touch.
We're happy to walk through what a partnership around Portfolio lending could look like for you.
Are you an individual client?
Want to borrow against your portfolio?
Portfolio lending from Moank is offered through the partners listed above. Reach out to one of them directly.