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Structuring solutions for Global Capital Markets
30+ years of experience in Investment Banking & Debt Capital Markets
30+ Years Experience
Investment banking, deal structuring, and negotiation expertise
Global Network
Transaction Integrity
Transparent, trustworthy approach to all business dealings
Extensive international connections for large-scale transactions
"Money and Stewardship... Stewardship and Trust... Trust and Exchange"
About Us
Vision
Our vision is simple - where we get involved we want to make a positive difference in people's lives and the environment they live in, simultaneously we want to impress our partners and investors with simple excellence.
Mission
Never forget there is a real person, with a real objective or a real need on the other side of each transaction. Execute transactions with transparency, integrity and accountability to all stakeholders.
Julius Steyn, CEO
Prior to the establishment of Exchange Trust, I was privileged to be the President of the Africa World Trade Centre initiative for 5 years and received the Africa Leadership award in 2012 for this achievement.
During its first year of operations Exchange Trust has processed in excess of US$ 160 Million in transactions on its digital trade platform for some of the Major underwriters and insurance companies in South Africa.
Between 2016 and 2017 we formed part of a top international team who developed the most sophisticated risk and finance models for water treatment plants and won bids in excess of US$ 5 Billion.
"I have realised over many years in business that no business can be conducted without Trust. Business is essentially about the Exchange of things..."
Africa Leadership Award 2012
Julius Steyn
Founder and CEO
Our Business
Our business is about international trade facilitation in a trustworthy and transparent manner with an exceptional level of Transaction Integrity. Our achievements are re-invested in Socially Responsible Impact Investments.
Exchange Trust has been providing private and institutional Investment Advisory, Consulting and Administration Services since 2013. Exchange Trust is a South African boutique advisory firm specializing in corporate finance and debt capital market solutions.
Select Clientele
Working with high quality clients that adhere to our strict code of conduct
Personal Relationships
Direct access to our CEO and personalized service for all clients
Transaction Integrity
Activities stand up to intensive scrutiny of global top tier financial institutions
Our Services
At Exchange Trust, we specialize in structuring large-scale debt instruments for global capital markets through our Luxembourg securitization business, with over 30 years of experience in investment banking.
Advisory Services
Our seasoned advisory team, comprised of experts from leading global institutions, provides extensive guidance to optimize your capital strategies within dynamic economic and regulatory environments.
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Capital Structure Advisory
Customized recommendations for debt-equity balance and various debt instruments to boost efficiency and align with risk tolerance.
Transaction Structuring Advisory
Tailored advice for diverse financial instruments with comprehensive market analysis.
Regulatory and Compliance Advisory
Navigation of intricate frameworks with expert guidance through complex regulations.
Tax Optimization
Crafting strategic approaches to maximize efficiency while maintaining compliance.
Rating Agency Liaison
Aid favorable assessments through custom presentations and comprehensive analysis.
Market Intelligence and Timing Advisory
Extensive analysis of debt market trends, yield fluctuations, and investor behaviors with personalized hedging considerations.
Execution and Distribution Services
Our established network of core service providers supports us in the execution of funding instruments, from initial structuring to distribution, to secure the necessary capital.
Underwriting and Bookrunning
Managing the issuance process and order books with precision and expertise.
Syndication Management
Assembling and overseeing groups to expand reach and target institutional investors.
Private Placement Assistance
Facilitating private placements for suitable instruments with timely execution.
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Investor Marketing and Roadshow Strategies
Developing and executing presentations to effectively convey financial information.
Risk Management and Ancillary Services
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Hedging Solutions
Comprehensive risk management for interest rate, foreign exchange, and credit exposures.
ESG and Sustainable Finance Advisory
Environmental, Social, and Governance guidance for responsible investing.
Post-issuance Liability
Management
Ongoing support including refinancing options and strategic guidance.
Why Exchange Trust?
At Exchange Trust, our distinguishing characteristic lies in our thoughtful structuring and unwavering dedication to client success in global markets. We provide personalized solutions meticulously adapted to your business needs, underpinned by diligent analysis, and are committed to delivering effective strategies that empower our clients to achieve their financial objectives.
Track Record
Over a decade of delivering exceptional results in global capital markets, with a proven track record of successful transactions and satisfied clients.
Key Achievements
Africa Leadership Award
2012
Recognized for exceptional leadership in the Africa World Trade Centre initiative
US$ 160 Million
2013-2014
First year transactions processed on digital trade platform
2016-2017
Water treatment plant projects - sophisticated risk and finance models
5 Years
2008-2013
President of Africa World Trade Centre initiative leading 11 centres across Africa
Project Showcase
A selection of our most significant transactions and advisory engagements across various sectors and geographies.
Client Testimonials
"Julius partnered with DuPont Sustainable Solutions for a very strategic piece of work in the water industry. His role was critical and his leadership skills exceptional. He managed to build trust and credibility within DuPont Sustainable Solutions and client counterparts. Even today, many years later we are calling on Julius to support us with some of our most complex projects."
Johan van der Westhuyzen
Group Director
DuPont Sustainable Solutions
Don't just take our word for it. Here's what our clients and partners have to say about working with Exchange Trust.
Why Clients Trust Exchange Trust
Personal Relationships
Most clients know our CEO by first name and can call directly for business matters
Select Quality
We work with a select few high quality clients that adhere to our strict code of conduct
Simplified Processes
We simplify administrative and regulatory processes for seamless business operations
