Unlock the Power of Your Portfolio with Securities Backed Lending

Zurich Equity Group originates securities lending transactions as a subset of its non recourse stock loan services. With these transactions, the investor loans a block of publicly-traded securities to Zurich Equity Group, which is then authorized to utilize those securities as a foundation for related purchase and sale transactions in the public securities markets. The investor receives a cash pledge in exchange for transferring the securities into this environment.

Securities lending transactions are more complex than nonrecourse stock loans, and Zurich Equity Group provides this service only on a limited basis to an elite group of its long-term investor clients. As with our non-recourse collateral stock loan products, Zurich Equity Group takes no position as to the suitability of a securities lending transaction for any investor.


What is Securities Backed Lending?

Securities backed loans are like a helpful tool in your financial toolbox. They let you borrow money using your eligible securities, like stocks, bonds, or mutual funds, as a safety net. This means you can get some cash when you need it without having to sell your investments. And the best part? Your investments can still keep growing while you use them to get some extra cash.

The Benefits of Choosing Zurich Equity Group

Accessible Liquidity

Our securities backed loans service is designed to provide you with swift and easy access to funds, based on the value of your portfolio. This service is particularly beneficial for those in need of financing for major purchases, new investment opportunities, or to manage unexpected expenses. It’s a flexible solution that ensures your investment strategy remains intact.

Competitive Rates

We are committed to offering our clients competitive interest rates for our securities lending services. Our goal is to make accessing the liquidity you need both cost-effective and beneficial, allowing your investments the opportunity to grow, even as you borrow against them at the lowest rates.

Tailored Solutions

Understanding that each client’s financial situation is unique, we emphasize creating customized loan solutions. Our team works closely with you to understand your specific needs and goals, ensuring that the loan solution we offer is perfectly matched to your circumstances.

Fast and Efficient Process

Zurich Equity Group prides itself on a streamlined application and approval process, designed to get you access to your funds as quickly as possible. We understand the value of your time, which is why we strive to eliminate unnecessary complexity from our lending services.


Navigating Market Volatility with Securities-Based Lending

In the ever-changing landscape of the financial markets, investors often face periods of uncertainty and volatility that can impact their investment strategies and financial stability. Zurich Equity Group's securities based lending service offers a strategic buffer against market fluctuations, providing investors with a tool to manage their liquidity needs without disrupting their long-term investment plans. This unique aspect of our service not only enhances financial flexibility but also supports investors in navigating through volatile market periods with confidence.

Maintain Investment Positions

During times of market downturns, investors might be tempted to liquidate their positions to meet liquidity needs, potentially at a loss. Securities backed lending allows investors to retain their holdings and benefit from potential market recoveries. By borrowing against the value of their securities, investors can access the funds they need in the short term without selling off any asset that may increase in value over the long term.

How Our Securities Lending Works

Initial Consultation: Let's Chat About Your Money

We start by having a friendly chat about your finances. You tell us what you want to do with your money and any worries you have. This helps us understand your needs and see how our securities backed lending can help.

Valuation and Approval: Checking Your Investments

Next, our team looks at how much your investments, like stocks or bonds, are worth. We do this to figure out how much we can lend you. It's a simple and fair process to make sure you get a good deal based on what you have.

Customized Loan Agreement: Making It Just Right for You

Once we know what we can offer, we create a loan agreement that fits you perfectly. We include terms that work for how you want to pay back the loan and your financial goals. This agreement is all about making sure the loan works well for you.

Access Your Funds: Getting Your Money Quick

Once everything's sorted out, we make sure you get your money fast. This means you can use it for whatever you need – like investing, buying something, or dealing with unexpected expenses – without waiting around.

Why Choose Zurich Equity Group

Expertise and Reliability: We Know What We're Doing

Our team has lots of experience in finance, so you can trust that we know our stuff. We're here to help you out and guide you through the whole process. You can count on us to give you the best advice and support.

Unmatched Customer Service: We're Here for You

At Zurich Equity Group, we really care about giving you great customer service. We keep things simple and make sure you're happy with how everything goes. Your experience with us is important, and we want to make sure it's a good one.


1.What is securities backed lending?

Securities backed lending allows you to borrow money against the value of your securities, such as stocks or bonds. This means you can access liquidity without selling your investments, maintaining your market position and potential for growth.

Get Started with Zurich Equity Group

Embrace the opportunity to unlock the potential of your portfolio with Zurich Equity Group’s securities backed lending services. Reach out to us to explore how we can provide the financial flexibility you need to meet your goals. Our team is ready to guide you through every step of the process, ensuring a solution that is as strategic as it is straightforward.



  • Europaallee 41, 8004 Zürich Switzerland
  • +41 43 550 73 93
  • info@zurichequitygroup.com