Portfolio lending for your clients
When your clients need capital it's rarely the right time to sell. With Portfolio lending in partnership with Moank you can offer your clients liquidity without them having to break their long-term investment strategy. And you don't have to watch capital leave the mandate.
Portfolio lending in three steps
You know the client's investment strategy. We help you unlock the client's capital.
When a liquidity situation arises with your client, you introduce the Moank portfolio loan as an alternative to selling securities. The client contacts Moank directly to apply digitally for a Moank portfolio loan.
We set lending values for each security and carry out a credit assessment of your client. You and the client get full transparency in how the loan offer was calculated.
The client considers Moank's loan offer and signs the promissory note conveniently via BankID. Moank pays out the funds to the client's securities account with you. Interest and repayments are paid from the account, and the portfolio stays under your management.
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.
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.
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.