INSIGHTS
Lifestyle articles to case studies, Whitepapers & Video content, we're continually adding to our resources online
Securitisation
Lombard Lending
Lombard Lending
Lombard Lending provides HNW clients with access to funding by using their marketable securities as collateral for the loan.For those High Net Worth clients with existing private banking facilities, you…
Securitisation
Securitisation
A special purpose vehicle to securitise any asset or risk linked with receivables Regulated or unregulated securitisation companies and securitisation funds are defined under the Luxembourg securitisation act of 22…
Whole Business Securitisation
Whole Business Securitisation
Unlocking Liquidity and Growth for Corporates Introduction In today’s financial landscape, businesses are increasingly seeking innovative ways to unlock liquidity and optimise their capital structure. Whole Business Securitisation (WBS)…
Private Placement
Private Placement
A Private Placement is a financing transaction between a company and a limited number of institutional investors based on the sale of bonds, stocks, securities or other investments directly to…
Aviation Sale & Leaseback
Aviation Sale & Leaseback
Managing capital is a full time task especially in challenging economic conditions. That's why here at Montbards we are able to provide our clients with multiple financing options for their…
Securitised Real Estate
Securitised Real Estate
Real Estate This article describes the financing mechanism for real-estate projects or existing real estate schemes. Rationale Real-estate financing can take many forms. Over the last few years, securitisation has…
Debt Issuance
Debt Issuance
Issuing debts to third parties, in a private placement or through a public issuance Many types of financial instruments can be used for debt issuance. No limitation is imposed by…
Refinancing Assets Through Securitisation
Refinancing Assets Through Securitisation
A way to protect assets not immediately available Many operators, funds, corporate clients, HNWIs or family offices often hold assets they cannot dispose of. They may be: waiting for the…
Structured Ownership
Why Structured Ownership of Luxury Assets is the Future for Clients: A Case for Securitised Luxembourg Funds and Fractional Ownership
Why Structured Ownership of Luxury Assets is the Future for Clients: A Case for Securitised Luxembourg Funds and Fractional Ownership
Luxury assets such as yachts, private jets, prime real estate, and rare collectibles have always been the preserve of the ultra-wealthy. However, the evolving landscape of structured ownership is transforming…
Structuring Supercar Ownership for Practical Control and Long-Term Stewardship
Structuring Supercar Ownership for Practical Control and Long-Term Stewardship
Supercars: More Than Just Toys At Montbards, we've seen a steady rise in clients asking for help structuring their ownership of both new and classic cars. Whether it's for personal…
Wealth Protection
Private Placement Life Insurance
Private Placement Life Insurance
A form of investment for Families or Private Individuals Life insurance is considered to be a form of investment for private clients and HNWIs who wish to invest in products…
Lifestyle
Montbards Launches Private Partnership in Elite Thoroughbred Ownership
Montbards Launches Private Partnership in Elite Thoroughbred Ownership
In a world where heritage, excellence, and exclusivity quietly command enduring value, Montbards is pleased to announce the launch of Montbards Racing, a private partnership offering its members privileged access…
Art Collecting
Art Collecting
Dos and don'ts for novice art collectors who need to find the right structure for their assets. In the current globalised art world, anybody can call themselves a "collector" and…
J Class Yachts
J Class Yachts
Considered to be the most beautiful of all the yacht classes, the J Class dates back to the 1930's. At that time the yachts were constructed to compete in the…
Yacht, Estate and Aircraft Administration
Yacht, Estate and Aircraft Administration
Montbards proposes a solution for HNWIs and Family Offices to manage their assets: Advisory and incorporation of the special purpose vehicle Legal and tax advice upon contribution in kind, registration and purchase…
Art Collection
Art Collection
Art Collection Rationale Art collections are securitised, in order to divide ownership and the revenues between different parties while maintaining the art collection complete. By securitising the art collection, family…
Case Studies
Super Yacht Finance
Super Yacht Finance
A client recently approached Montbards to fund the final instalment for the purchase of their 45m super yacht. With the build almost complete, they needed to fund the final tranche…
Family Office
