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Bankenviertel

Advisory Services

The Caplantic Advisory Service Line offers a combination of pre-transaction advisory with ongoing risk management services such as reporting, rating and valuation to ensure the best possible support throughout the lifecycle of an investment.

It is out of the question that current challenges impose increasing competitive pressure on financial institutions. However, those who deal with challenging issues such as ESG and digitalisation at an early stage can take on a pioneering role and obtain a leading competitive position.

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Excerpt Track Record

Bankenviertel
ESG product advisory for a European Commercial Bank

Caplantic was mandated by a European commercial banks to advise on the development of sustainable debt investment formats (article 8) and  draft of corresponding sales material (e.g. investment teasers) for the distribution/placement of the products.

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