Premier Securities Backed Loans Service

Investors who have substantial portfolios of publicly-traded securities can find themselves in a liquidity trap. The securities themselves may be worth tens of millions of dollars, but to realize that value, the investor needs to sell the securities and incur tax, regulatory, and other consequences from that sale. Moreover, selling large holdings of securities may take appreciable time and depress the per-share price of the securities as supply exceeds demand. Zurich Equity Group’s stock lending services are the ideal solution to these challenges. We originate, directly fund, and administrate non-recourse stock loans, security lending transactions, and block trade transactions for our qualified ultra-high net worth investors in markets that do not preclude or restrict these transactions.

Zurich Equity Group is a private lender and independent securities investment organization that is not subject to reporting or regulatory restrictions in the jurisdictions in which it offers its services. The financing company takes no position and offers no advice as to the tax, accounting, legal, or regulatory effects of any products or services that it offers, and strongly advises all investors to consult with their own tax, legal, financial, and accounting advisors before they participate in an offered transaction.

Why Choose Zurich Equity Group For Securities Based Lending?

Our Expertise

Zurich Equity Group stands at the forefront of securities based lending, with a legacy built on precision, market acumen, and an unwavering dedication to our clients. Our team, composed of industry veterans and financial innovators, brings together decades of experience to navigate the complexities of the market, delivering solutions that are both strategic and personalized.

Our Commitment

Our philosophy is rooted in the belief that our clients' success is our success. This commitment is reflected in every interaction and solution we provide, focusing on building enduring relationships through trust, transparency, and tailored service. We go beyond mere transactions to understand your unique financial landscape, crafting solutions that genuinely meet your needs and aspirations.

Our Terms

Zurich Equity Group offers Securities Based Loans with competitive terms, including favorable interest rates and loan-to-value ratios, through a transparent and straightforward process. Our commitment to value and clear communication from application to funding builds trust and makes our lending service a compelling option for accessing liquidity.
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How Our Security Backed Loan Works

Embarking on your securities-backed lending journey with Zurich Equity Group is an exercise in simplicity and speed, guided by our commitment to excellence at every step:

  • Application: Begin with our streamlined online application, a process designed for your convenience. Simply enter your personal and portfolio information, and our system will guide you through the necessary steps with ease and precision.
  • Assessment: Utilizing advanced algorithms and the keen insight of our financial experts, we evaluate your portfolio to determine the most favorable loan terms, maximizing your loan value while ensuring competitive interest rates.
  • Approval and Disbursement: With efficiency as our cornerstone, we strive to approve loans swiftly. Upon approval, funds are disbursed directly into your account, ensuring that the liquidity you need is available when you need it, without unnecessary delay.

Our approach prioritizes flexibility, offering a broad spectrum of eligible securities and crafting loan terms that genuinely reflect your financial goals and timelines.

Benefits of Choosing Zurich Equity Group for Your Stock Lending Needs

Maintain Portfolio Growth

Our securities based loans empower you to retain your investment positions and continue to benefit from potential market growth. This strategic approach ensures your portfolio can keep working for you, even as you leverage it for immediate financial needs or opportunities.

Liquidity

Zurich Equity Group's securities backed loans are your bridge to liquidity, providing a solution that is both efficient and effective. Whether you're facing unforeseen personal expenses, require capital for business growth, or wish to explore new investment avenues without liquidating your existing assets, our loans offer the flexibility and funding you need to move forward confidently.

Speed

In the financial world, timing is everything. That's why our loan approval and funding processes are optimized for speed, ensuring you gain access to the capital you need without the wait. Our commitment to efficiency means you can count on us to deliver the financial resources you require swiftly, allowing you to take advantage of opportunities as they arise.

Our Securities-Based Lending Services

Zurich Equity Group is dedicated to providing a spectrum of securities backed loan services, each designed to meet the diverse needs of our clientele:

  • Individual Loans: Our individual loan solutions are crafted with the personal investor in mind, offering the flexibility to finance life's significant events, opportunities, or challenges without disrupting your investment strategy.
  • Business Loans: For businesses in pursuit of growth, operational capital, or strategic investments, our securities backed loans offer a reliable, efficient source of funding, designed to complement your business objectives and financial structure.
  • Real Estate Loans: Real estate investors can leverage their securities to finance property purchases, developments, or renovations, with loan structures that understand the unique demands and opportunities of the real estate market.
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Getting Started with Your Securities Backed Loan

Consultation and Documentation:

An assigned sales representative will work as a consultant to answer all questions and define the necessary documents, information, and supporting materials needed for the loan. This includes reviewing the securities that the borrower intends to pledge as collateral.

FAQs on Securities Backed Loans

1. What are securities backed loans?

Securities backed loans are loans where the borrower uses their marketable securities, such as stocks or bonds, as collateral. This allows borrowers to access liquidity without selling their investments, maintaining the potential for capital appreciation and income from dividends or interest.

Contact Information and Consultation

If you are ready to explore how a securities-backed loan could help increase your financial flexibility and better meet your investment strategy, then we are here for you. Contact a Zurich Equity Group associate today to schedule a personal consultation. Our team is eager to provide you with the information and guidance you need to make the best decision for your financial future.

More information in the sections:

[1]  Zurich Equity Group does not solicit or offer stock loans and related transactions in every market and jurisdiction. If you are accessing this information from a jurisdiction in which we do not offer these services, please terminate your access to this website. Further, we offer these services only to accredited investors that have the means, knowledge, and sophistication to under the substantial risks that are inherent in complex transactions involving publicly-traded securities.

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