Mortgage Services for Institutional Investors
Your investment exposure in mortgages. Your tailor-made solution by MoneyPark Group. With MoneyPark Group, you benefit from the expertise and dedication of two trusted brands, united under one vision: to make mortgage investing more accessible, more effective, and more secure.
Choose Switzerlands Leading Mortgage Service Company
Your investment exposure in mortgages. Your tailor-made solution by MoneyPark Group
1. Portfolio Management
- Clear investment strategy based on defined criteria
- Flexible platform for portfolio construction and pricing
- Full control and transparent insights
- Custom reporting, including sustainability
- Comprehensive portfolio management is possible through Helvetia Asset Management AG
The result? Sharper insights for smarter decisions and optimised financial outcomes - all within a seamless system.
1. Portfolio Management
1. Portfolio Management
- Clear investment strategy based on defined criteria
- Flexible platform for portfolio construction and pricing
- Full control and transparent insights
- Custom reporting, including sustainability
- Comprehensive portfolio management is possible through Helvetia Asset Management AG
The result? Sharper insights for smarter decisions and optimised financial outcomes - all within a seamless system.
2. Marketing
2. Marketing
- Tailored digital strategy for mortgage marketing
- Personalized landing pages & continuous optimization
- Strong partner network & multi-channel integration
The result? Together, we enhance your brand presence and provide you with a customised, modular channel mix for your mortgage portfolio.
3. Sales
3. Sales
- Targeted placement of your investment volume across strong channels
- Multi-sourcing & strong distribution partnerships
- Broad reach via the established MoneyPark channel
The result? We handle the sales to end customers through established distribution channels and ensure a constant influx of qualified mortgage clients.
4. Credit assessment & processing
4. Credit assessment & processing
- Multilingual teams for credit assessment & processing
- Focus on quality and regulatory standards
- Careful evaluation of creditworthiness, affordability & properties
- Strict compliance with AML requirements
The result? Our holistic approach guarantees you high-quality mortgage files, transparent processes, and maximum security for your investments.
5. Service
5. Service
- End-to-end management of the mortgage portfolio
- Contract management, customer service & collections
- Reporting & maturity management across the lifecycle
- Integrated software with real-time transparency
The result? We provide comprehensive support for all mortgage customers, ensuring a smooth and transparent process from start to finish.
Partner with MoneyPark to optimize your mortgage investment strategy in the Swiss market.
Become part of MoneyPark and Finovo!
What our partners say
Mortgages offer an attractive, stable and predictable risk-return profile and are a reliable asset class, especially in uncertain market phases.
Compared with government bonds, mortgages are a good source of diversification. They can generate consistently positive returns with limited risk.
Mortgages are an attractive asset class for pension institutions, regardless of the interest-rate cycle, and should therefore always be considered for strategic asset allocation.