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Onvest AG

A SMART Way to Turn Vision
into Investable Products

Smart Investment Platform

Where strategy meets
capital and market access

"The most powerful opportunities rarely emerge from a single idea in isolation. They take shape when the right people and strategy meets the right capital."

Whatever the challenge - launching a strategy, scaling a portfolio, reducing regulatory burden as an asset manager while retaining full income upside, or transforming a vision into an investable product - SMART could be the solution you've been searching for.

AMC CLN Tracker
Our Products

Three structures, one platform

AMC – Actively Managed Certificates
Full discretion over portfolio composition and rebalancing, wrapped in a bankable, investable certificate with segregated assets and with its own ISIN.
CLN – Credit Linked Notes
Access capital markets by linking fixed returns to a defined credit risk - ideal for real assets, real economy, and alternative financing structures.
Tracker Certificates
Passively replicate a custom index, basket, or strategy - delivering transparent, cost-efficient exposure as an investable security.
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Who We Are

Regulated. Experienced.
Structuring Specialists.

Who We Are

FINMA-regulated asset manager and
seasoned structuring specialist

Onvest AG is a Swiss asset manager regulated by FINMA under Art. 17 FINIG, specialising in the structuring, issuance, and management of structured investment solutions.

Operating at the intersection of asset management and capital markets, Onvest combines regulated portfolio management with institutional structuring expertise - transforming visions into bankable securities.

By bridging ideas, capital, and market access, Onvest provides the foundation for bringing innovative investment concepts to market efficiently.

FINMA-Regulated OSFINcontrol-Member Founded 1995
Executive Management Team
Reto Walker
Chief Executive Officer
Reto Walker

Reto is responsible for the overall success of Onvest AG, leading the company's mission, vision, and strategic direction. He brings over 30 years of experience in asset management, with deep expertise in equities, fixed income, and derivatives, as well as a strong background in valuation, financial analysis, and risk management.

Brian Bertelsen
Chief Operating Officer
Brian Bertelsen

Brian serves as Chief Operating Officer of Onvest AG, responsible for investment strategy and vision, driving performance and long-term growth. He brings over 40 years of experience in financial services and tax, including roles as COO of a Swiss alternative asset manager, senior manager in a technology company, and tax specialist.

What We Do

Turning Vision
into Investable Products

What We Do

Turning ideas into investable and
bankable financial products.

Onvest AG structures and manages AMCs (Actively Managed Certificates), CLNs (Credit-Linked-Notes), and Tracker Certificates - delivering fully integrated solutions with a relentless focus on client service, from initial concept through to lifecycle management.

Powered by the proprietary SMART platform, we provide end-to-end support across the entire value chain - including product design, issuer selection, legal structuring, documentation, and seamless issuance - with dedicated guidance at every step.

We enable asset managers, strategy developers, entrepreneurs, and private businesses to transform ideas into structured investment products - efficiently, professionally, and with an unmatched level of responsiveness, transparency, and personal support.

AMC CLN Tracker
How It Works

From strategy to bankable security

01 · Define Your Strategy
Describe your investment idea, asset class focus, and target investor profile. Onvest's SMART platform identifies the optimal structure for your vision.
02 · Legal & Documentation
Onvest manages all legal structuring, term sheet preparation, and issuer selection through its partnership with GenTwo AG, the Swiss structuring pioneer.
03 · Issuance & Listing
Your product receives an ISIN and is issued as a bankable security, custodied through established Swiss and European banking infrastructure.
04 · Lifecycle Management
Onvest handles ongoing management, reporting, rebalancing, and regulatory compliance throughout the full lifetime of your product.
Fully Segregated No Issuer Risk CH ISIN
Who We Serve

One SMART Product
1000 Opportunities

Capital & Liquidity

Product Initiators

Finance
Asset managers, family offices and strategy developers seeking to package and distribute strategies as bankable, ISIN-listed certificates with full execution flexibility.
Real Assets
Real estate and infrastructure developers structuring assets into AMCs, CLNs or Tracker to access capital markets without traditional bank complexity.
Real Economy
Entrepreneurs, collectors and niche asset holders transforming illiquid or unconventional assets into regulated, bankable securities accessible to investors.
Regulated Unregulated Institutions Individuals
Investors & Allocators

Institutions & capital providers

Institutional Investors
Access differentiated strategies and alternative risk premia through regulated, custody-ready instruments.
Professional and retail investors (Art 5 FinSA)
Invest in professionally structured investment products which are managed by FINMA-regulated entities and are held through your existing bank relationship.
Strategic Co-Investors
Co-invest alongside strategy developers in co-branded or white-label structures with defined risk parameters.
AMC CLN Tracker
Why Onvest

Why Onvest
The Difference

Our Approach

How we work with you

100% Integrity
Our advice reflects your interests alone, with complete transparency at every step.
100% Partnership
We act as a long-term partner, not a service provider. Direct access to senior professionals from first concept through full lifecycle - aligned with your success.
100% Technology-Driven
Our SMART platform digitalises the entire structuring process - from strategy definition to issuance - enabling speed, precision and scalability without operational complexity.
100% Cost-Efficient
Lean structure, free broker and custodian choice, and competitive fees - both at setup and on an ongoing basis. No hidden costs, no unnecessary intermediaries.
Integrity Partnership Technology Cost
Our Edge

What sets us apart

Full Asset Segregation
All underlying assets are held fully segregated, off-balance-sheet, and exclusively for the benefit of investors - zero issuer risk.
Broad Distribution
Products carry a CH ISIN and are accessible to institutional, professional and qualifying retail (Art 5 FinSA) investors - traded and custodied through any existing bank relationship.
Speed & Cost Efficiency
Our streamlined structuring process brings products to market rapidly, with free choice of broker and custodian, and competitive setup and ongoing fees.
Regulated Structure - Without the Burden
Unlike funds or managed accounts, SMART products require no fund registration, no separate legal entity, and no costly audit regime - while still meeting full regulatory requirements under Swiss law and FinSA.
Fully Segregated Distribution Cost Regulation
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