immo!nvest – Die Plattform für Standorte und Immobilien

Tag: Finanzdienstleistungen

  • Swiss Finance & Property can act as a securities house

    Swiss Finance & Property can act as a securities house

    The Swiss Financial Market Supervisory Authority (FINMA) has issued Swiss Finance & Property AG with a license to operate as a securities firm. This enables the company to support, for example, Swiss real estate funds, real estate stock corporations and selected stock corporations with issues and capital increases. Swiss Finance & Property can act as a bank-independent lead or co-lead manager.

    "The securities house license is also a further step towards professionalization and makes us even more competitive overall," said Adrian Murer, CEO of the Swiss Finance & Property Group, in a press release .

    Swiss Finance & Property will also add market making to its range of services. "With market making, Swiss Finance & Property AG can provide the necessary liquidity even in volatile markets," explains Florian Lemberger, Head of Corporate Finance & Banking at Swiss Finance & Property AG. The company wants to set up an in-house trading team that will provide the off-exchange block capacities.

    The approval will lead to changes in the organizational structure, it is said. For example, the management of direct and indirect real estate investments is clearly separated.

  • Tilbago simplifies handling of credit reports

    Tilbago simplifies handling of credit reports

    The Lucerne start-up Tilbago specializes in digital debt collection solutions. Now, according to a media release, it has launched a new product called Tilbago CredRep. This is a holistic, digital solution for obtaining credit information. According to Oliver Wolf, Chief Operating Officer at Tilbago, it is a "service that customers wanted and that we have implemented with modern technical possibilities".

    Tilbago CredRep is aimed at operators of real estate portals, loan portals or providers of software solutions. Tilbago CredRep can implement these in their existing platforms and make them available to their customers. Customers can then order extracts from the debt enforcement register completely digitally.

    Another advantage of Tilbago CredRep is that the so-called CreditTrust certificate is also integrated into the solution. In contrast to the excerpt from the debt enforcement register, the CreditTrust certificate is not limited to the register of a single office, but rather contains "all information available throughout Switzerland", it says.

    Tilbago developed the new solution together with the PFLab, PostFinance's innovation laboratory. PostFinance is also one of Tilbago's investors. "As an innovation participation of PostFinance, the PFLab supports tilbago in the market development of existing products and services and in the development of new offers," explains Sergio Consonni from the PFLab.

    Thanks to the connection to PostFinance, Tilbago has already won its first customer. Private individuals can now order their digital debt collection register excerpts on the Swiss Post website.

  • Valuu triples the volume of brokered mortgages

    Valuu triples the volume of brokered mortgages

    Valuu was able to grow disproportionately in the second year of its existence. According to its own information, the Swiss comparison and conclusion platform for mortgages tripled the brokered mortgage volume in 2020 compared to the year it was founded. As stated in a press release , it currently has 12,000 users. That is twice as many as last year. Valuu puts the number of represented lenders at 29. They represent over 100 well-known Swiss banks, insurance companies and pension funds.

    “And that's just the beginning,” the press release continues: Valuu, a business unit of PostFinance , wants to become “the leading Swiss comparison and transaction platform” in the medium term. In the current year it is expanding its range to include additional services. "More and more people understand the opportunities a transparent comparison and digital mortgage conclusion offer – and how much money they can save with it," Valuu manager Thomas Jakob is quoted in the press release.

  • AST Swiss Life opens two investment groups

    AST Swiss Life opens two investment groups

    Swiss pension funds can invest in high-quality Swiss properties from AST Swiss Life from February 1 to March 31. The investment foundation is planning to open up its two investment groups, Real Estate Switzerland and Commercial Real Estate Switzerland, worth around CHF 500 million. Payment will be made on May 5th.

    According to a press release , the capital is to be used to reduce the debt capital ratio, to purchase further properties, to implement new construction projects and for ongoing investments in the portfolio.

    The focus of the Real Estate Switzerland investment group is on residential properties in Swiss cities and agglomerations. The Swiss Commercial Real Estate investment group invests in commercial properties with stable returns and stable values in central locations. Both also hold shares in the Glatt shopping center in Wallisellen. Since their launch, both have had “an appealing performance” of 5.63 and 5.10 percent per year, respectively. In addition, the occupancy rate of more than 97 percent is above average for both of them.

  • UBS real estate platform integrates FinanceScout24

    UBS real estate platform integrates FinanceScout24

    The key4 open real estate platform is intended to provide customers with all the services they need to purchase and manage their own home, explains UBS in a press release . Key4 offers, among other things, a management of the mortgages, where you can choose from the offers of different lenders for each tranche. This is "unique in Switzerland", writes UBS.

    The big bank wants to expand its platform through strategic partnerships. The digital one-stop shop for finance and insurance topics , FinanceScout24, was the first financing broker to be won, UBS informs in the press release. "The partnership with FinanceScout24 is the next logical step in expanding our ecosystem and part of our long-term strategy to become the market leader in the platform business", Martha Böckenfeld, Head of Digital Platforms & Marketplaces, is quoted there.

    In return, FinanceScout24 customers can use the full range of key4 products. "Through the cooperation with key4, we are expanding our portfolio with a strong partner and are now offering our users an even larger range of suitable financing solutions for their personal dream home", Jan Hinrichs, Managing Director of FinanceScout24, is quoted in the press release. The company is part of Scout24 Schweiz AG . Ringier AG and Mobiliar each hold half of the network of online marketplaces.

  • Crowdlitoken launches platform in Europe

    Crowdlitoken launches platform in Europe

    Crowdlitoken has launched its platform for real estate investments in Europe. According to a press release , the company is playing a global pioneering role. Investors can use the platform to purchase digital bonds on real estate and put together their own portfolio.

    Investors can, for example, participate in a commercial property in Switzerland, with which Crowdlitoken decided to work together in October. The property is located in Oensingen SO and has a market value of 9.15 million francs. Investors can use the platform to participate in real estate from CHF 100.

    "A great day. With this platform we are finally keeping our promise to investors, ”Domenic Kurt, CEO of Crowdlitoken, is quoted in the press release. "At this point, many thanks to the trust and patience of the investors from the very beginning."

    Crowdlitoken is currently preparing the second financing round. To this end, it has only recently brought new personalities to the Board of Directors .

  • UBS and iptiQ launch new insurance

    UBS and iptiQ launch new insurance

    UBS joins forces with iptiQ , a subsidiary of reinsurer Swiss Re . Together they are testing a new insurance solution specially designed for UBS's mortgage customers in Switzerland. The offer is accessible via the iptiQ digital platform, according to a communication . Initially, it will be tested for around six months from July 15. Then it should be optimized based on feedback.

    "Protecting yourself against unforeseen events is of central importance for every homeowner," says UBS Switzerland boss Axel Lehmann. "We are pleased to be able to offer our mortgage customers, in cooperation with the Swiss Re subsidiary iptiQ, an innovative offer with which they can cover personal risks quickly and easily."

    Cooperations between banks and insurance companies are already successful in many countries, UBS states in its announcement. In Switzerland, the bank still sees untapped potential in this area.