Securities Financing

Unlocking Liquidity and Optimizing Portfolio Performance

At Berkeley Bank & Trust, we understand the importance of financial flexibility. Our securities financing solutions are designed to unlock liquidity and provide you with additional financial options, allowing you to leverage your investment portfolio effectively.

Repo Financing:

Our repurchase agreement (repo) financing services provide immediate liquidity by allowing you to use your high-quality securities as collateral.

  • Competitive Rates:
    Access short-term financing at attractive rates, leveraging the value of your securities portfolio.
  • Flexible Terms:
    Customize the duration and size of your repo transactions to match your specific liquidity needs.
  • Wide Range of Eligible Collateral:
    Utilize various types of securities as collateral, including government bonds, corporate bonds, and select equities.
  • Efficient Execution:
    Benefit from our streamlined process for quick and seamless repo transactions.

Equities Lending:

Generate additional income from your equity holdings through our sophisticated securities lending program.

  • Enhanced Portfolio Yield: Earn incremental returns on your long-term equity holdings without altering your investment strategy.
  • Risk Management: Benefit from our robust risk assessment and collateral management processes to ensure the security of your lent securities.
  • Transparent Reporting: Receive detailed reports on your lending activity, including income generated and current loan positions.
  • Customized Lending Parameters: Set specific criteria for your lending activities, including which securities can be lent and to whom.

Lombard Loans:

Leverage the value of your investment portfolio to access flexible financing through our Lombard loan services.

  • Competitive Interest Rates: Benefit from attractive rates, typically lower than unsecured loans, due to the collateralized nature of Lombard lending.
  • Flexible Loan Purposes: Use the funds for various purposes, including real estate investments, business ventures, or lifestyle purchases, without liquidating your investment positions.
  • Tailored Loan Structures: Work with our team to create a loan structure that aligns with your cash flow needs and financial strategy.
  • Multi-Currency Options: Access loans in various currencies to match your global financial needs.

Reverse Repo:

Efficiently manage your excess liquidity while maintaining a conservative risk profile through our reverse repo services.

  • Enhanced Yield on Cash: Earn attractive returns on your excess cash by providing short-term secured financing to high-quality counterparties.
  • Risk Mitigation: Benefit from the security of holding high-quality collateral against your cash investment.
  • Flexible Tenors: Choose from a range of investment periods to match your liquidity needs, from overnight to longer-term arrangements.
  • Counterparty Diversification: Access a diverse pool of creditworthy counterparties through our extensive network.

Specialized Financial Solutions:

Understanding that your financial needs extend beyond everyday banking, we offer a range of specialized financial solutions tailored to your specific circumstances and goals. These solutions are designed to address complex financial challenges and capitalize on unique opportunities.

Our team of financial experts works closely with you to develop customized lending solutions that align with your wealth creation and preservation strategies.

This may include:

Luxury Asset
Financing

Whether you’re looking to acquire a yacht, private jet, or fine art collection, we provide specialized financing options that allow you to leverage your existing assets while preserving your liquidity.

Real Estate Portfolio Expansion

Our real estate financing solutions support your property investment strategies, whether you’re expanding your portfolio domestically or internationally.

Business Expansion Funding

For entrepreneurial clients, we offer tailored business financing solutions to support your ventures’ growth and expansion.

Wealth Transfer Strategies

We develop specialized financial structures to facilitate efficient wealth transfer between generations, ensuring your legacy is preserved and passed on according to your wishes.

Philanthropic Endeavors

For clients passionate about giving back, we create customized financial solutions to support your charitable goals, including setting up private foundations or donor-advised funds.

Our Services

At Berkeley Bank & Trust, we offer a comprehensive suite of financial services designed to meet the sophisticated needs of high-net-worth individuals, families, and institutions. Our services combine global expertise with local insight, providing you with tailored solutions that address your unique financial objectives.

At Berkeley Bank & Trust, each of these services is delivered with the highest level of expertise, leveraging our global resources and local insights to provide you with unparalleled financial solutions. Our team of dedicated professionals works tirelessly to ensure that every aspect of your financial life is optimized, secured, and aligned with your long-term objectives. Experience the difference of truly personalized, sophisticated banking with Berkeley Bank & Trust.

Ready to talk?

Whether you’re looking to enhance your portfolio or need detailed information on our services, our dedicated team is ready to assist you

Let’s Chat

Our interactive Chatbot is here 24/7 to guide you through any inquiries you may have about our services. It’s just another way we make Banking Upgraded.

This automated chatbot, powered by Open AI’s ChatGPT, is for informational purposes only and does not constitute an offer or solicitation for any financial instrument. All information is subject to change without notice and should not be considered as financial, investment, tax, or legal advice. Berkeley Financial is not responsible for any errors or omissions. For more information