Velaris
Wealth Management
Fixed Income

Predictable income.
Engineered, not improvised.

We design fixed income portfolios and bespoke structured notes with tier-one investment banks — calibrated to your income needs, currency exposure and capital protection thresholds.

Structured Notes

A debt instrument with a defined payoff — and a defined boundary for risk.

A structured note is a senior unsecured obligation of an investment bank that pays a contractually defined coupon, linked to the behaviour of an underlying asset — typically an equity index, a basket of blue-chip shares, or a sector benchmark.

Provided the underlying stays above a pre-agreed barrier (commonly 60–70% of its initial level), the note pays its coupon and redeems at par. Velaris negotiates the terms — coupon, barrier, autocall frequency, currency — directly with the issuer on your behalf.

Defined coupon

Typically 8–12% per annum, paid in USD or EUR, contingent on barrier conditions.

Conditional capital protection

Capital returned at par at maturity unless the underlying breaches the protection barrier.

Autocall mechanism

Notes redeem early — with full coupon — when the underlying recovers above its initial level on observation dates.

Issuer diversification

Credit exposure spread across BBVA, Santander, BNP, Morgan Stanley and UBS — never concentrated.

Track Record

Notes matured in the last quarter.

A representative sample of structured notes issued for Velaris clients that reached maturity or were autocalled in Q1 2026. Past performance is not a guarantee of future results.

ISINIssuerUnderlyingCouponTermOutcomeClient Return
XS2745**1023Morgan StanleyS&P 500 / EuroStoxx 509.25% p.a.18MAutocalled+13.9%
XS2691**4471BBVALVMH / Hermès / Kering11.00% p.a.24MAutocalled+22.0%
XS2718**8842UBSNasdaq 1008.50% p.a.12MMatured at par+8.5%
XS2702**2210SantanderBanco Santander / BBVA / ING10.40% p.a.15MAutocalled+13.0%
XS2733**6605BNPEuroStoxx Banks9.75% p.a.24MMatured at par+19.5%
XS2756**3318Morgan StanleyApple / Microsoft / Alphabet10.10% p.a.12MAutocalled+10.1%
Issuing Partners

Notes structured and issued by tier-one institutions.

BBVA
Santander
BNP
Morgan Stanley
UBS
Lead Magnet

Build your personal fixed income strategy in 60 seconds.

Answer five questions and receive an indicative structured-note blueprint — barrier, coupon range, issuer mix and expected annual income.

USD
Indicative Blueprint

Your fixed income allocation

55%
Structured notes
35%
Investment-grade bonds
10%
Cash & T-bills
Target coupon range8–10% p.a.
Protection barrier60% of initial
Indicative annual incomeUSD 45 000
Recommended horizon3-5 years
Issuer mixBBVA · Santander · UBS · MS · BNP

Indicative figures based on prevailing market conditions. The full blueprint we email includes term sheets, scenario analysis and the issuer credit overview — followed by a complimentary call.