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Single Stock Loan For SGD30m For A Singaporean High-Net-Worth Individual

By on January 23, 2024   /   Stock Loans and Securities Financing  
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Single Stock Loan for SGD30m For A Singaporean High-Net-Worth Individual Single Stock Loan For SGD30m For A Singaporean High-Net-Worth Individual Case Overview: Client Location: Singapore Ultimate Beneficial Owner (UBO): Wealthy investor Loan Amount: SGD 30,000,000 Loan-to-Value (LTV): 55% Share Type: Shares listed on the Singapore Exchange (SGX) Interest Rate: 4.5% per annum Context and Purpose: In Singapore, where sophisticated investors strategically optimize their portfolios, single stock loans become pivotal tools for creating liquidity, exploring new ventures, or acquiring assets. Our client, a high-net-worth individual prominent in Singapore's finance sector, sought a SGD 30 million loan against shares listed on the Singapore Exchange. Company Profile: Company Type: Financial services firm Market Capitalization: SGD 3 billion Stock Exchange Listing: Singapore Exchange (SGX) Challenges Faced: Despite the client'sRead more →
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Single Stock Loan for HKD800m For A Hong Kong High-Net-Worth Individual

By on January 22, 2024   /   Stock Loans and Securities Financing  
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Single Stock Loan for HKD800m For A Hong Kong High-Net-Worth Individual Single Stock Loan for HKD800m For A Hong Kong High-Net-Worth Individual Case Overview: Client Location: Hong Kong Ultimate Beneficial Owner (UBO): Affluent investor Loan Amount: HKD 800,000,000 Loan-to-Value (LTV): 50% Share Type: Shares listed on the Hong Kong Stock Exchange (HKEX) Interest Rate: 4.75% per annum Context and Purpose: In Hong Kong, savvy investors often employ advanced financial strategies to optimize their portfolios. Single stock portfolios can serve as a valuable asset for creating liquidity, exploring new investments, or acquiring assets. In this case, a high-net-worth individual based in Hong Kong, a key player in the technology sector, sought a HKD 800 million loan against shares listed on the Hong Kong Stock Exchange. CompanyRead more →
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Single Stock Loan for NZD20m For New Zealand High-Net-Worth Individual

By on January 22, 2024   /   Stock Loans and Securities Financing  
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Single Stock Loan for NZD20m For New Zealand High-Net-Worth Individual Single Stock Loan for NZD20m For New Zealand High-Net-Worth Individual Case Overview: Client Location: New Zealand Ultimate Beneficial Owner (UBO): Wealthy individual Loan Amount: NZD 20,000,000 Loan-to-Value (LTV): 55% Share Type: Shares listed on the New Zealand Stock Exchange (NZX) Interest Rate: 4.50% per annum Context and Purpose: In New Zealand, affluent individuals often explore sophisticated financial strategies to optimize their wealth. Single stock portfolios can be instrumental in creating liquidity, pursuing new investments, or acquiring assets. In this case, a high-net-worth individual from New Zealand, a prominent figure in the agricultural industry, sought a NZD 20 million loan against shares listed on the New Zealand Stock Exchange. Company Profile: Company Type: Agricultural firm MarketRead more →
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Single Stock Loan Of AUD15m for Australian High-Net-Worth Individual

By on January 22, 2024   /   Stock Loans and Securities Financing  
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Single Stock Loan Of AUD15m for Australian High-Net-Worth Individual Single Stock Loan Of AUD15m for Australian High-Net-Worth Individual Case Overview: Client Location: Australia Ultimate Beneficial Owner (UBO): High-net-worth individual Loan Amount: AUD 15,000,000 Loan-to-Value (LTV): 60% Share Type: Shares listed on the Australian Securities Exchange (ASX) Interest Rate: 5.2% per annum Context and Purpose: High-net-worth individuals in Australia often explore financial strategies to optimize their portfolios. Single stock portfolios are utilized to create liquidity, invest in new opportunities, or acquire assets. In this case, an Australian client, a successful entrepreneur in the manufacturing energy sector, sought a AUD 15 million loan against their shares listed on the Australian Securities Exchange. Company Profile: Company Type: Manufacturing company Market Capitalization: AUD 2 billion Stock Exchange Listing: AustralianRead more →
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Single Stock Loan for USA Based Client Looking to Purchase A New Company

By on January 18, 2024   /   Stock Loans and Securities Financing  
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Single Stock Loan for USA Based Client Looking to Purchase A New Company Single Stock Loan for USA Based Client Looking to Purchase A New Company Case Overview: Client Location: United States  High-net-worth individual Loan Amount: USD250,000,000 Loan-to-Value (LTV): 55% Share Type: Shares listed on the New York Stock Exchange Interest Rate: 5.80% per annum Context and Purpose: Single stock portfolios, often considered high risk, are not uncommon among high-net-worth individuals. Such portfolios can be leveraged to create liquidity, make strategic acquisitions, or invest in real estate. In this case, the client, an owner of a US publicly listed company specializing in property management, sought to secure a USD250 million stock loan against their shares. Company Profile: Company Type: Property management company focused on propertyRead more →
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Wealthy Spain Investor Requires EUR7m Stock Loan for Philanthropic Initiatives and Medical Research

By on January 18, 2024   /   Stock Loans and Securities Financing  
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Case Study: Wealthy Spain Investor Requires EUR7m Stock Loan for philanthropic initiatives and medical research Wealthy Spain Investor Requires EUR7m Stock Loan for Philanthropic Initiatives and Medical Research Client Profile: Wealthy philanthropist based in Spain required a EUR7m stock loan for medical research. Financial Position: Extensive ownership in a Spanish pharmaceutical company. Financing Requirement: €7 million for philanthropic initiatives and medical research. Client's Objective: Access liquidity for charitable projects while safeguarding ownership in the pharmaceutical company for future societal impact. Case Study: Wealthy Spain Investor Requires EUR7m Stock Loan for philanthropic initiatives and medical research Client's Objective: Driven by a commitment to philanthropy, the client sought to advance philanthropic initiatives and contribute significantly to medical research. It was crucial for them to achieve these objectivesRead more →
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