What we do

Integrated banking, investing, and credit capabilities.

Finwise Investment Banking unifies advisory, markets, and financing expertise so institutional leaders can navigate volatility and unlock durable value.

Investment Banking

Capital markets, M&A, and strategic advisory across sectors and geographies.

  • Equity & debt capital markets
  • Cross-border M&A and joint ventures
  • Structured and project finance
  • Capital structure optimization
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Asset Management

Multi-asset investment strategies with disciplined risk governance.

  • Global multi-asset portfolios
  • Alternatives & private markets
  • Quantitative overlays and hedging
  • Impact and ESG mandates
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Loans & Credit Transaction

Tailored lending, working capital, and trade solutions for complex operations.

  • Corporate & acquisition finance
  • Asset-backed and receivables financing
  • Supply chain and trade solutions
  • Treasury & cash flow optimization
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Engagement model

Built around momentum and measurable results.

Our agile delivery framework keeps your mandates advancing with clarity—from opportunity sizing to execution and post-close reporting.

Immersive discovery

We build a 360° view of your objectives, stakeholders, and risk thresholds to frame the mandate around actionable outcomes.

Cross-functional squads

Client teams blend sector specialists, product strategists, and quantitative researchers to deliver seamless execution.

Transparent execution

Milestones, market intelligence, and modeling updates are shared in real time via the Finwise dashboard.

Performance and stewardship

We remain accountable post-close with structured reviews, scenario planning, and stakeholder reporting.

Continue the journey

Every mandate benefits from the Finwise dashboard.

Live deal rooms, curated research, and collaborative workspaces keep stakeholders aligned. Access your tailored insights with a secure client login.