Meleleo Consulting

What Meleleo Consulting does

Meleleo Consulting GmbH is an independent Swiss financial services firm founded in 2022, headquartered in Küssnacht (Canton Schwyz) with a secondary office in Steinhausen (Canton Zug). The company designs, issues, and distributes structured investment products and pension solutions to financial intermediaries and insurance brokers in Switzerland, acting as a product origination and distribution intermediary rather than a technology company. Its product portfolio includes four proprietary ampia investment strategies (Conservative, Balanced, Dynamic, and Cryptocurrency) plus a broad lineup of structured certificates such as 100% Protection, 80% Safe Protection, Pension Invest, Barrier and Low Strike Reverse Convertibles, Express, Outperformance, and capital-protected notes, with underlyings concentrated in Swiss blue chips (Nestlé, Novartis, Roche, Swisscom, Zurich) and major indices (SMI, DAX, Euro Stoxx 50, S&P 500).

The firm operates an issuance model in which products are brought to market through multiple global investment banks (Goldman Sachs International, Société Générale, Marex Group PLC) and a Swiss fintech issuer (Maverix Securities AG), with Swissquote Bank acting as custodian for the ampia fund strategies. Operational technology is limited to the MCG Broker Portal for partner access, the CUGLOS product performance tracking platform, and the company's own product structuring and documentation capabilities. CAT Financial Products AG is a core strategic partner providing product development and evaluation support, and YOUPLUS Assurance AG supplies the fund-linked life insurance (Vorsorgelösungen) offerings distributed via the broker channel.

Meleleo earns revenue through transaction-based fees on structured product structuring, distribution, and advisory services to intermediaries, supplemented by management fees (0.50% p.a. for Conservative/Balanced/Dynamic; 1.35% p.a. for the Cryptocurrency strategy) and 20% performance fees on ampia fund strategies. The go-to-market is sales-led and B2B, relying on direct consultation appointments, a partner broker portal, client testimonials, and continuing education for intermediaries. The customer base comprises dozens of Swiss financial intermediaries, with named relationships including NVC AG, SCUDOO AG, Westberatung, Profinder GmbH, and WEST Beratungszentrum. The company is privately held, founder-controlled by Gianni Meleleo, and has no disclosed institutional investors, funding rounds, or M&A activity.

Name

Meleleo Consulting

Legal name

Meleleo Consulting GmbH

Website

https://meleleo-consulting.ch

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Meleleo Consulting GmbH is an independent Swiss financial services firm that designs, issues, and distributes structured investment products and pension solutions to financial intermediaries and insurance brokers in Switzerland via proprietary ampia fund strategies and a multi-issuer structured products platform.

Ownership category

akta.pro rank

Product category

Structured Products Distribution and Advisory

NAICS

Portfolio Management and Investment Advice (52394), Other Financial Vehicles (525990)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Structured products
• Financial advisory
• Pension solutions
• Wealth management
• Fund-linked insurance

Headquarters

HQ city

Steinhausen

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Product Distribution & Advisory Fees: Meleleo Consulting generates revenue by designing, issuing, and distributing structured financial products to financial intermediaries and insurance brokers. The company acts as an intermediary between Swiss financial institutions and end customers, earning fees for product structuring, advisory services, and ongoing portfolio monitoring.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Meleleo Consulting GmbH is an independent Swiss financial services firm that designs, issues, and distributes structured investment products and pension solutions to financial intermediaries and insurance brokers in Switzerland. The company offers proprietary ampia investment strategies (Conservative, Balanced, Dynamic, Cryptocurrency) and a portfolio of structured products including capital protection certificates, safe protection notes, pension invest certificates, reverse convertibles, and express certificates, supported by advisory, training, and broker portal access.

Product overview

Meleleo Consulting GmbH is an independent Swiss financial services company offering structured investment products and pension solutions primarily for financial intermediaries and insurance brokers. The core product portfolio consists of four ampia Investment Strategies (Conservative, Balanced, Dynamic, and Cryptocurrency) — actively managed investment fund strategies with different risk profiles — supplemented by a broad range of structured products including <80% Safe Protection, 100% Protection Certificate, Pension Invest Certificate, Barrier Reverse Convertible, Low Strike Reverse Convertible, High Dividend Tracker, Express Zertifikat, Outperformance Zertifikat, and Kapitalschutz products. These offerings span capital protection (5-10 year maturities), yield optimization, and participation strategies across Swiss blue-chip equities, indices (SMI, DAX, Euro Stoxx 50, S&P 500), and alternative assets including cryptocurrencies. The company also provides fund-based life insurance (Vorsorgelösungen) and operates the MCG Broker Portal for intermediaries to access subscriptions and documentation.

Differentiator

Problem solved

Functional benefit

Products and services

• ampia Conservative Strategy An open-end conservative risk-profile investment fund strategy denominated in CHF with reinvesting dividends, targeting financial intermediaries and their end clients seeking lower-volatility exposure.
• ampia Balanced Strategy An open-end balanced-risk investment fund strategy denominated in CHF with reinvesting dividends, offered to financial intermediaries for diversified client portfolios.
• ampia Dynamic Strategy An open-end dynamic-risk investment fund strategy denominated in CHF with reinvesting dividends, distributed via financial intermediaries to clients seeking higher growth potential.
• ampia Cryptocurrency Strategy An open-end cryptocurrency investment fund strategy with a 1.35% p.a. management fee, providing intermediaries' clients with exposure to digital assets.
• Safe Protection Notes (80% Security Level) Structured capital-protected notes with 80% security level and conditional memory coupons for enhanced yield, with max 5-year maturities, typically on Swiss blue-chip underlyings such as Nestlé, Novartis, Roche, Swisscom, and Zurich.
• 100% Protection Certificate Fully capital-protected structured notes with 100% principal protection at maturity, offered in 5-year and 7-year terms with participation in Swiss equities and indices.
• Pension Invest Certificate Long-term pension-oriented structured certificates with 95-98% capital protection and partial annual repayments, designed for retirement savings with 10-year maturities and Swiss equity underlyings.
• Barrier Reverse Convertible Structured products offering monthly coupon payments with European-style barrier protection, combining yield generation with downside protection for intermediary clients.
• Low Strike Reverse Convertible Reverse convertibles with low strike levels (60-70%) enabling higher coupon payments, often with autocall features and multi-asset underlying baskets.
• High Dividend Tracker Tracker certificates providing exposure to dividend-strong, non-cyclical stocks with 5-year maturities.
• Express Zertifikat Autocallable express certificates offering periodic coupon payments with early redemption features based on underlying asset performance.
• Outperformance Zertifikat Structured products providing leveraged participation in selected underlying assets with downside protection through security levels.
• Kapitalschutz (Capital Protection) Certificates Capital-protected investment certificates with varying protection levels (90%, 95%, 98%) denominated in CHF with 7-year maturities and Swiss equity underlyings.
• MCG Broker Portal A web-based broker portal providing financial intermediaries access to subscription processes, product documentation, and portfolio tracking capabilities for distributed structured products.
• Fondsgebundene Lebensversicherung (Fund-Linked Life Insurance) Fund-linked life insurance (Vorsorgelösungen) products distributed through insurance brokers in partnership with YOUPLUS Assurance AG, emphasizing individuality, high quality standards, and flexibility.
• Financial Advisory and Training Services One-on-one advisory consultations, continuing education, and training programs provided to financial intermediaries to support them in serving their end clients with appropriate investment solutions.

Quantifiable outcome

• Dozens of financial intermediaries already partnered
• +1 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• CAT Financial Products AGcoreStrategic or Co-development PartnerStrong strategic partner mentioned on the Vision page. 'Wir arbeiten mit starken Partnern wie CAT Financial Products AG zusammen, damit wir umfassend und professionell die bestmögliche Lösung evaluieren und Sie gezielt beraten können.' (We work with strong partners like CAT Financial Products AG so we can comprehensively and professionally evaluate the best possible solution and advise you specifically). The partnership enables product development, issuance infrastructure (CUGLOS platform), and professional evaluation services.
• YOUPLUS Assurance AGcoreStrategic or Co-development PartnerStrategic partner for pension solutions (Vorsorgelösungen). Specifically mentioned for fund-linked life insurance products (fondsgebundene Lebensversicherungen) which are distributed through Meleleo's intermediary network.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• UBS Switzerland AG: Largest Swiss wealth manager with broad structured products, advisory, and pension solutions capabilities. Dominant incumbent serving intermediaries and end clients with significant product breadth.
• Raiffeisen Schweiz Genossenschaft: Swiss cooperative bank group with substantial retail and intermediary reach, offering structured products and pension solutions. Comparable distribution footprint with the Swiss intermediary channel that Meleleo serves.
• Swissquote Bank AG: Swiss online bank and trading platform that serves as custodian for the ampia Conservative Strategy and offers its own structured products and investment solutions. Comparable as a Swiss platform reaching intermediaries and end investors.
• Vontobel Holding AG: Swiss wealth manager with a sizable structured products and derivatives issuance franchise (Vontobel Financial Products). Much larger scale, but competes for the same Swiss intermediary and private client wallet with overlapping product families.
• EFG Bank AG: Swiss private bank serving wealth management clients with structured products, advisory, and discretionary mandates. Overlaps with Meleleo's intermediary-oriented advisory and structured solutions in Switzerland.
• Julius Baer Group Ltd. Swiss wealth manager focused on high-net-worth advisory and structured products. Comparable as a Switzerland-based provider of structured solutions and discretionary mandates to similar end-client segments.

Direct peers

• Leonteq Securities AG: Swiss-listed structured products specialist that issues, structures, and distributes investment certificates to financial intermediaries across Europe. Direct peer with similar issuance catalogue (capital protection, yield enhancement, participation) and overlapping Swiss intermediary channel.
• Lienhardt & Partner Privatbank AG: Independent Swiss private bank providing wealth management, structured products, and advisory services to intermediaries and private clients. Comparable in scale and independence to Meleleo, with similar product distribution orientation.
• CAT Financial Products AG: Swiss structured product provider operating the CUGLOS product tracking platform that Meleleo uses. Directly comparable in Switzerland-based structured product issuance and intermediary distribution, and a strategic partner as well as competitor.

Others

• Maverix Securities AG: Swiss securities firm that issues the ampia investment strategies and provides structured product platforms. Functions as a vendor/infrastructure partner to Meleleo rather than a direct competitor, but operates in the same Swiss structured product ecosystem.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Meleleo Consulting