SILEX

What SILEX does

SILEX is an independent, privately-held financial intermediary founded in 2016 in Geneva by Xavier Laborde and Fabrice Rey, operating through three integrated divisions: Investment Solutions (bespoke structured products and actively managed certificates, AMCs), Cross-Asset Research, and Technology. The firm serves professional investors, wealth managers, asset owners and institutional clients, primarily across Continental Europe and the UK, with activity in 25+ countries, and holds regulatory permissions in Switzerland (FINMA/PolyReg), France (AMF/ORIAS CIF), Monaco (CCAF), the UK (via FCA-authorised SAPIA Partners) and Luxembourg.

Its core technology is SPARK, a proprietary digital wealth management platform combining market data and screeners, portfolio analytics across 4,500+ underlyings, structured-product lifecycle management (autocalls, warrants, credit-linked notes), AMC benchmarking, ESG/carbon-footprint scoring, and white-label reporting, available via web and a mobile app on iOS and Android. SPARK is connected to 30+ issuers via open architecture to enable best execution. Products offered include structured products (autocalls, yield, capital-protection), thematically positioned AMCs (AI Accelerators, Active Energy, Metals & Mining, Deglobalization, Insurance RT1), and indices/wrappers used to implement discretionary strategies.

SILEX makes money through a mix of structuring and distribution fees on structured products, recurring management fees on AMCs/spvs/funds (€1bn AUM/AUA as of March 2026), subscription-based cross-asset research and advisory, and SPARK platform services. Go-to-market is sales-led enterprise field sales across offices in Geneva, Zurich, Paris, Monaco, London and Luxembourg, complemented by the SPARK platform for ongoing portfolio management and reporting. The firm reports €25bn in structured products volume, has 100+ employees with an average age of 35, and is mainly owned by management and employees.

Name

SILEX

Legal name

SILEX TECHNOLOGIES SA

Website

https://silex-partners.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

51–100 employees

Short description

SILEX is a Geneva-headquartered independent financial intermediary that designs and distributes structured products, thematically focused actively managed certificates, and cross-asset research and advisory services to professional investors, wealth managers and asset owners, supported by its proprietary SPARK digital wealth platform.

Ownership category

akta.pro rank

Product category

Wealth Management Investment Solutions

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Other Financial Vehicles (52599), Finance and Insurance (52)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

ESG/Sustainable & Thematic Digital Investing Platforms (FSAGAEAK)

akta.pro secondary industries

Values-Based/ESG & Impact-Focused RIAs (FSAAACAK), OCIO Providers (Outsourced CIO) (FSAAAGAH)

Keywords

• Structured products distribution
• Actively managed certificates
• Wealth management technology
• Investment advisory services
• Thematic investment strategies

Headquarters

HQ city

Genève

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Structured Products Distribution: SILEX designs and distributes bespoke structured products to institutional investors and wealth managers worldwide. Revenue generated through structuring fees and distribution margins. Products include securitized solutions for hedging portfolios, generating yields, or gaining market exposure.
2. Actively Managed Certificates (AMCs): Management fees from actively managed certificates that replicate underlying asset portfolios. Scalable, inexpensive vehicles for thematic investment strategies across equity and fixed income.
3. Investment Advisory & Research: Cross-asset research services including macro-economic insight, equity, fixed income, convertibles and derivatives/structured products analysis for wealth managers and institutional investors.
4. Technology Platform Services: SPARK platform services including portfolio monitoring, reporting, and lifecycle management tools for wealth management clients.
5. Index and Wrapper Solutions: Customized indices and wrapping solutions for implementing discretionary investment strategies. Revenue from development and ongoing management fees.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

SILEX is an independent Geneva-based investment solutions provider (founded 2016) that designs, structures, and distributes structured products, Actively Managed Certificates (AMCs), and proprietary investment indices for wealth managers and institutional clients. The firm combines a structuring team, cross-asset research, and its proprietary SPARK digital wealth management platform to deliver tailor-made investment solutions and advisory services.

Product overview

SILEX offers a unified platform-plus-modules architecture centered on the SPARK digital platform for wealth management. The core offering comprises three integrated divisions: Investment Solutions (bespoke structured products with open architecture to 30+ issuers, and Actively Managed Certificates including equity themes like AI Accelerators, Active Energy, Metals & Mining, Deglobalization, and fixed income products like Insurance RT1), Cross-Asset Research (macro and asset-class analysis), and Technology (SPARK platform and mobile app for portfolio management, product lifecycle monitoring, and reporting). All activities are powered by the proprietary SPARK platform which provides market analysis, open architecture integration, portfolio monitoring, and white-label reporting capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• SPARK: Proprietary digital wealth management platform and mobile app for portfolio management, market analysis, and product lifecycle monitoring.

Products and services

• SPARK Platform

Quantifiable outcome

• €25bn structured products volume
• +4 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Four partnerships are on record, tiered minor and core.

• iSTOXXminorStrategic or Co-development Partner · 1 January 2019Launched iSTOXX Ocean Care index in 2019, a strategic index partnership for ocean preservation-themed investments.
• 1875 FinancecoreStrategic or Co-development Partner · 1 January 2018Strategic partnership formed in 2018 for collaborative development and distribution of wealth management solutions.
• Alias PartnerscoreStrategic or Co-development Partner · 1 January 2017Strategic partnership established in 2017 for joint development of investment solutions.
• SAPIA Partners LtdcoreChannel Partner/ Reseller/ DistributorSILEX PARTNERS Ltd operates on behalf of SAPIA Partners Ltd, which is authorized by the Financial Conduct Authority (FCA) under Firm Reference Number 977475 to arrange deals in investments.

Scale indicators8 records

Recent moves16 records

Expansion highlights6 records

Broad incumbents

• Vontobel: Swiss private bank and asset manager with a major structured products and AMCs distribution arm (Vontobel Financial Products). Competes with SILEX on the same wealth manager shelves across Europe with a much larger AUM base, but offers a broader portfolio including discretionary mandates and traditional asset management.
• GAM Investments: Swiss asset manager with multi-asset, thematic, and structured investment capabilities serving institutional and wealth management clients. Competes with SILEX on AMCs and thematic mandates but offers a much broader traditional asset management footprint.
• Société Générale (Structured Products & Cross Asset Solutions): Major global investment bank with a large structured products and cross-asset solutions distribution franchise serving European institutional and wealth management clients. Many SILEX sales staff (Beatriz Peña, Clément Privez, Cindy Mellul, Solène Fradin) originated from SocGen, and SILEX must compete against its captive distribution and proprietary issuance.
• BNP Paribas (Cross Asset Investment Solutions): European banking leader with a substantial structured products and cross-asset solutions distribution platform, including through Exane post-acquisition. SILEX competes directly with BNP's investment solutions sales force for the same wealth management clients, and a significant share of SILEX's senior sales hires (Anthony Luu, Alexandre Michelin, Lucas Tribel) came from BNP Paribas CIB.
• UBS (Structured Products): Global wealth management leader with a major structured products and derivatives distribution franchise. SILEX's senior team includes multiple ex-UBS Managing Directors (Adrian Steinherr, Philippe Eschmann), and the firm directly competes with UBS for European wealth manager product shelf access.

Direct peers

• Reyl & Cie: Swiss-headquartered private bank with multi-jurisdictional presence (Switzerland, Luxembourg, Singapore, Dubai) offering structured products, asset management, and family office services. Comparable to SILEX in size (~200 staff), Swiss private wealth focus, and breadth of cross-asset solutions for wealth managers and asset owners.
• Mirabaud: Swiss private bank and asset manager with structured products and discretionary wealth management offerings across Switzerland, France, UK, Luxembourg, and Spain. Overlapping client base (wealth managers, institutional investors) and operational footprint with SILEX.
• EFG Bank: Swiss private bank with a dedicated investment solutions and structured products distribution platform. Targets similar European wealth management and institutional clients and operates from Switzerland with comparable multi-jurisdictional regulatory footprint.
• Kepler Cheuvreux Solutions: Cross-asset investment solutions arm of Kepler Cheuvreux, focused on structured products, indices, and AMCs for European wealth managers. SILEX's Head of Advanced Solutions (Audrey Borel) and other senior staff came from Kepler Cheuvreux, and the two firms compete head-to-head for the same mid-tier European wealth management clients.
• Leonteq Securities: Swiss-headquartered specialist in structured products and AMCs with open architecture across 100+ issuers. SILEX's CTO (Alexis de Bernis) and several senior sales staff originated from Leonteq, and the firms share the same technology-driven, multi-issuer distribution model in the European wealth management channel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/silex-partners

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SILEX