Bond Mandate for Global Shipping Family Office

Bond Mandate for Global Shipping Family Office

Client

Prominent family office with extensive global shipping operations

Challenge

Encountered limited and superficial insights from their private bank. Felt underserved with generic bond lists not getting real advice if the bank prefers one bond versus the other

Verity Capital Solution

  • Conducted in-depth bond market research to identify unique and lucrative investment opportunities.
  • Offered regular portfolio reviews, ensuring alignment with the client’s specific objectives.
  • Successfully negotiated fee reductions with their bank. The savings effectively offset Verity’s charges, granting the client both financial advantages and a personalized, independent service.

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info@verity.capital

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