Two structured entry engagements designed to validate whether captive reinsurance and Significant Risk Transfer (SRT) strategies can unlock regulatory capital—and define the execution roadmap.
Typically relevant for financial institutions managing RWA constraints or aiming to optimise Return on Risk-Adjusted Capital (RAROC).
These are paid, time-bounded advisory assignments designed for Bank Treasurers, CFOs, Heads of Portfolio Management, and CROs who need decision clarity before committing to a complex securitisation or captive transaction.
We work alongside your internal capital management teams, legal counsel, and fronting partners—without disintermediating any party. We operate on a pure fee basis, independent of placement economics or commissions.
If an assessment indicates a structure is not legally viable or economically accretive, we specify why. If it indicates viability, we document the regulatory logic and define a clean scope for execution.
A structured review of your asset portfolios (Trade Finance, Leasing, Corporate Loans) to identify where captive-backed credit protection offers the highest arbitrage between regulatory capital costs and insurance pricing.
Designed to move beyond theoretical savings and establish a concrete list of portfolios ready for a feasibility sprint—or immediate risk transfer execution.
A fast, decision-grade feasibility engagement for a specific transaction—identifying the optimal structure (SRT vs UFCP), the reinsurance mechanics, and the compliance validity.
Designed to define execution scope clearly—so legal counsel, fronting insurers, and regulators can be engaged with a validated structure.
Designed for institutions where capital constraints are strategically material. If a structure is not viable, we will tell you quickly—and why.
We can recommend the right first step and scope an assessment that validates CRM eligibility, economics, and execution readiness.