Security Agent Services
Security Agent Services AG is a Zug-based Swiss collateralization agent that assumes responsibility for pledged assets on behalf of investors in structured products. It serves institutional and professional investors and structured-product issuers across Europe, excluding US residents.
- Company typePrivate
- Founded2021
- HeadquartersZug, Switzerland
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Security Agent Services does
Security Agent Services AG (SAS) is a Swiss security and risk management firm headquartered in Zug that specializes in collateralization services for structured products. The company assumes responsibility for pledged assets on behalf of investors, using the underlying asset portfolio as collateral to guarantee that investments are secured independently of the structured product issuer's potential default. This creates a legal and economic separation between the investment outcome and the creditworthiness of the issuer.
The firm targets two principal customer groups: managers and issuers of structured products who require collateralization infrastructure for their offerings, and institutional or professional investors seeking enhanced protection in securitization transactions. Its underlying service is operational rather than technological — a documented collateral-agent mandate backed by Swiss-law contracts — with the company itself noting that it does not offer or issue financial products and instead delivers advisory and collateral-management services around private equity and investments. Distribution is handled through direct enterprise engagement with product managers and issuers, supplemented by a website with a register-and-download-presentation feature for prospective clients.
Security Agent Services AG is privately held, structured as a Swiss Aktiengesellschaft, and operated by co-founders Patrick Loepfe (chairman) and Philippe Naegeli (board member). The firm has 1-10 employees, serves institutional and professional clients in Europe, and explicitly excludes US residents from its website and services. Revenue is generated through professional services fees, with no public pricing disclosed.
Security Agent Services firmographics
Firmographics- Name
- Security Agent Services
- Legal name
- Security Agent Services AG
- Website
- https://saservice.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Security Agent Services AG is a Zug-based Swiss collateralization agent that assumes responsibility for pledged assets on behalf of investors in structured products. It serves institutional and professional investors and structured-product issuers across Europe, excluding US residents.
- Ownership category
- akta.pro rank
Security Agent Services industry classification
Industry- Product category
- Structured Product Collateralization Services
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Finance Services (6199), Investment Advice (6282)
- akta.pro primary industry
- Collateral Management & Margin Services (FSAFALAF)
- akta.pro secondary industry
- Issuer & Agent Services (Transfer Agency, Paying/Calculation Agents) (FSAFALAI)
Keywords
Where Security Agent Services is headquartered
LocationHeadquarters
- HQ city
- Zug
- HQ country
- Switzerland
- HQ region
- Europe
Offices1 record
Markets served
Security Agent Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Advisory Services: Security Agent Services AG offers various advisory services with regards to private equity as well as investments. The company assumes responsibility for pledged assets in favor of investors in structured products using the underlying portfolio of assets as collateral, ensuring investments are secured independently of potential issuer default.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Security Agent Services product offering
Product offeringCore offering
Security Agent Services AG provides collateralization services for structured products by assuming responsibility for pledged assets in favor of investors, using the underlying asset portfolio as collateral. The arrangement guarantees that investments are secured independently of any potential default of the issuer, and is offered alongside advisory services related to private equity and investments to institutional and professional investors.
Product overview
Security Agent Services offers a single core product: its Security Agent Service for collateralizing structured products. The service provides next-generation collateralization whereby the company assumes responsibility for pledged assets on behalf of investors, utilizing underlying asset portfolios as security. This arrangement guarantees investment protection independent of the issuer's potential default, serving institutional and professional investors in the securitization market.
Differentiator
Problem solved
Functional benefit
Products and services
- Security Agent Service Collateralization service for structured products in which Security Agent Services AG assumes responsibility for pledged assets in favor of investors, using the underlying asset portfolio as collateral. The service guarantees that investments are secured independently of any potential issuer default, and is offered to managers, issuers, and institutional/professional investors in the structured products market.
Companies that use Security Agent Services
Customer profileSegments2 records
Ideal customer profiles2 records
Security Agent Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Security Agent Services partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Security Agent Services competitors and assessment
Company assessmentDirect peers
- Apex Group: Apex Group provides fund administration, custody, depositary, and corporate-services to alternative and structured-product clients globally. As a specialist third-party services platform, it is the closest direct analogue to SAS for independent agent and asset-servicing mandates.
- IQ-EQ: IQ-EQ is a global investor services group offering fund administration, corporate services, and private-markets servicing to institutional clients. It is a direct peer in the niche of independent, specialist administrative and agent services for structured and alternative products.
- TMF Group: TMF Group provides administrative, fund, and corporate services to financial markets clients globally, including roles adjacent to security and paying-agent mandates. It is a relevant peer in independent, cross-border administrative services for structured and alternative products.
Broad incumbents
- SIX Group: SIX Group operates Swiss financial market infrastructure including post-trade, securities services, and collateral-management functions. As a Swiss-based incumbent, it overlaps with SAS's Swiss-anchored service offering for structured products.
- Clearstream: Clearstream (Deutsche Börse group) provides post-trade infrastructure including custody, collateral management, and asset-servicing functions used by structured-product issuers and investors. It is a much larger incumbent that overlaps with SAS's collateral-agent mandate at scale.
- CACEIS: CACEIS is a major European asset servicer (BNP Paribas group) offering fund administration, custody, and post-trade agent services including paying agent and collateral-related functions for structured products. It is a broad incumbent that competes for the same institutional client wallet that SAS targets, though as part of a much wider portfolio.
- Société Générale Securities Services: SGSS offers custody, asset servicing, and collateral management services to issuers and institutional investors in European structured products. It is a broader incumbent that competes for the same agent and collateral mandates as SAS.
- Euroclear: Euroclear operates international central securities depositories and a broad range of collateral management, issuer, and agent services across European markets. It represents the kind of scaled infrastructure incumbent that competes for collateral-agent mandates on structured-product programs.
- Pictet Asset Services: Pictet provides asset servicing, custody, and fund administration from Switzerland, including services relevant to structured product wrappers. Its Swiss footprint and institutional client base overlap with SAS's positioning and geography.
- BNY Mellon: BNY Mellon is a global custodian offering collateral management, issuer services, and structured-product servicing capabilities. It competes for the same institutional security-agent and collateral mandates but as part of a much broader global franchise.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Security Agent Services social profiles
Digital presenceSecurity Agent Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Security Agent Services leadership team
Management profileNumber of profiles
Profiles2 records
Security Agent Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Security Agent Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Security Agent Services
What does Security Agent Services do?
Security Agent Services AG provides collateralization services for structured products by assuming responsibility for pledged assets in favor of investors, using the underlying asset portfolio as collateral. The arrangement guarantees that investments are secured independently of any potential default of the issuer, and is offered alongside advisory services related to private equity and investments to institutional and professional investors.
Is Security Agent Services a public or private company?
Security Agent Services is a private company. It is classified as unknown and is currently operating.
When was Security Agent Services founded?
Security Agent Services was founded in 2021. It employs 1 to 10 people.
Where is Security Agent Services based?
Security Agent Services is headquartered in Zug, Switzerland, in the Europe region.
How does Security Agent Services make money?
One revenue line is on record: advisory Services.
Who are Security Agent Services's main competitors?
Direct peers on record are Apex Group, IQ-EQ and TMF Group. Broad incumbents are SIX Group, Clearstream, CACEIS, Société Générale Securities Services, Euroclear, Pictet Asset Services and BNY Mellon.
Does Security Agent Services have an API?
No public API is recorded for Security Agent Services.
What industry is Security Agent Services in?
Security Agent Services's product category is Structured Product Collateralization Services. Its primary akta.pro industry code is FSAFALAF, Collateral Management & Margin Services, with a secondary code of FSAFALAI, Issuer & Agent Services (Transfer Agency, Paying/Calculation Agents). Its NAICS code is 523 and its SIC code is 6199.