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Wealth managers & Family offices

Your clients want private markets.Keep every deal in your managed portfolio.

Yooro issues ISIN-registered securities on top of any private asset, so your clients invest through their existing bank, the position sits in custody, and the capital stays in your AUM. Without rebuilding your infrastructure.

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One connected portfolio.Private markets ↗
Private assets. Connected to capital.A blue ribbed sculpture follows the open centre of the Yooro symbol. A fuchsia signal moves through the structure as it turns in space.
Private assets. Held together.

Keep the connection

Offering private markets to your clients
is harder than it should be.

01

The portfolio.

When a private asset can’t sit in custody, it leaves your managed portfolio and your AUM goes with it.

02

The operations.

Every client on every deal means a separate KYC, separate subscription documents, separate capital call. At ten deals, it’s a full-time operational job.

03

The documentation.

MiFID II makes it impossible to recommend structures you can’t document, classify, and defend. Most wealth managers solve this by declining the deal.

Bring the investment into the portfolio

Your clients aren't leaving because of your advice.
They're leaving because the instrument doesn't exist.

With Yooro the investment enters your clients' portfolios exactly like a bond, appears in your reporting, and stays in your managed AUM.

We handle the Luxembourg SPV, the ISIN registration, the compliance, the KYC, the subscription documentation, and the full lifecycle management. You handle the advisory relationship.

Understand the SPV structure

Built around the investment

Four things your clients can do
now with Yooro.

  1. Every private investment your client makes stays in their portfolio. And in your AUM.

    ISIN-registered, Clearstream-custodied EU securities issued by a Luxembourg SPV on top of any private asset.

  2. Ten clients on one deal. One onboarding flow. Not ten.

    Collective Luxembourg SPV wrapper. All clients subscribe through one digital flow with a single centralized KYC/AML process.

  3. Recommend any private deal with full MiFID II documentation. Every time.

    EU-regulated debt notes with Luxembourg ISIN, MiFID II product classification and full compliance documentation on every issuance.

  4. Your UHNWI clients can use private positions as collateral. And pass them to heirs.

    Clearstream-custodied ISIN securities, technically eligible as Lombard loan collateral and transferable via standard custodian processes.

Tell us about your investment and the clients behind it.

Discuss your investment

The connection, explained

From private deal to managed portfolio position
in 3 steps.

Explore the path from the underlying investment to a security in bank custody.

Explore the three stages of the structure

01 /

Start with the opportunity.

A fund, a real asset or a private deal. The investment comes first. Together, we assess the asset, the intended investors and the appropriate structure.

Explore the SPV

02 /

Give it a bankable form.

A Luxembourg SPV issues notes backed by the investment. The structure, documentation and ISIN connect the private asset to the securities infrastructure.

Explore the SPV

03 /

Bring it into the portfolio.

Eligible investors subscribe to the notes and hold the security through a participating bank. Yooro coordinates the issuance and its ongoing administration.

Explore the SPV

Illustrative structure. Investor eligibility, documentation and custody arrangements are assessed for each issuance.

Why Yooro

Why wealth managers
choose Yooro.

Your custodian already accepts it.

Every Yooro note is registered on Clearstream via Baader Bank as paying agent. Your existing custodian, Pictet, Julius Baer, SocGen, or any standard European private bank, processes it exactly like any other ISIN instrument. No special arrangements. No exceptions.

One report. All deals. All clients.

Capital calls, distributions, NAV updates. In standardized format compatible with Bloomberg, Avaloq, Temenos. Private deals stop being reporting exceptions and become positions like any other.

MiFID II covered from day one.

Every issuance includes full MiFID II product documentation: classification, risk profile, target market definition, fee disclosure. Your compliance team gets a clean, defensible product file for every deal. Not a workaround they have to retrofit.

Expertise built for regulated intermediaries.

Our team brings investment banking, legal, and operational experience in Luxembourg securitization for wealth managers and family offices, with the compliance and custody requirements that entails.

Bringing opportunities to clients across your bank?

Explore Private Banks

Your next chapter starts here

The OS for private capital markets
is ready to run your deal.

Every client who wanted to invest in a private deal but couldn't find it in custody. Every deal your compliance team couldn't sign off on because the structure wasn't documentable. Every relationship that weakened when the capital left the managed portfolio. Yooro exists to make sure that doesn't happen again.

Book a strategy callTell us about your investment and the clients behind it.