Y o u r p e r s o n a l a n d i n d e p e n d e n t f i n a n c i a l c o n s u l t a n c y a n d a s s e t m a n a g e m e n t s e r v i c e
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- Mildred Singleton
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1 Y o u r p e r s o n a l a n d i n d e p e n d e n t f i n a n c i a l c o n s u l t a n c y a n d a s s e t m a n a g e m e n t s e r v i c e
2 WHERE TO FIND US IN ZURICH Tram station: Tram lines 6 / 7 / 13: Tram line 8: Stockerstrasse from Mainstation / Paradeplatz from Bellevue / Paradeplatz Parking facilities Park Hyatt Zürich or Bleicherweg Taxis: in front of Hotel Park Hyatt Zürich : or
3 WHERE TO FIND US IN LUCERNE Bus station: Kantonalbank Parking facilities: Kantonalbank, Pilatusstr. 12 and Flora, Pilatusstr. 4 and underground parking Bahnhofplatz Taxis: in front of Lucerne Central Station Phone:
4 COMPANY PORTRAIT EAGLE INVESTMENT AG is an independent financial consultancy and asset management company located at the heart of Zurich at Gotthardstrasse 21, directly adjacent to the Park Hyatt Hotel as well as in Lucerne on Morgartenstrasse 9, which is close to the central railway station. Incorporated in Zurich in 2000, EAGLE INVEST manages assets for both private and institutional clients all over the world. Since July 2004, EAGLE INVEST has been a member of the Swiss Association of Asset Managers (SAAM); an organisation recognised with the best reputation and focus on investor protection. In addition to protecting the interests of association members vis-àvis banks, politicians and the state etc, this self-regulating organisation (SRO) is chartered and responsible for ensuring that its members actions comply with money laundering legislation ( GwG = Swiss Money Laundering Act). EAGLE INVEST is committed to "Traditional Swiss Private Banking". Since assets under management are held in our clients names with major Swiss banks of the client s choice, EAGLE INVEST handles client assets on the basis of a management mandate and with a limited power of attorney. Each asset manager knows and looks after their clients, accommodating their personal and individual needs. Each one only manages the assets of a selected and limited number of individual clients or family relationships. In choosing a focus for investments, real value preservation is the top priority, and only where a long-term investment horizon exists is asset growth targeted. The investment strategies and stock selections are developed within the team of asset managers. Thanks to first-class relationships with banks and other research sources, EAGLE INVEST always has access to the latest information worldwide. In addition to actual asset management, we also offer our clients, through our well-established network, all complementary financial services.
5 YOUR PARTNERS OF OUR GROUP COMPANIES from left standing: L.Genoud, P.Seiler, Ch.Stebler, R.Kircher, F.Schmitt, A.Brühlmann, A.Conrad from left seated: F.L.Seiler, O.Hengärtner, S.Gall und W.Mettler Otto Hengärtner, member of the Executive Board and Chairman of the Board of Directors, is an all-round banker. Following his training, several stints abroad to improve his language skills and a number of years working in industrial companies both in Switzerland and abroad, he embarked on a conventional banking career, while all the time cultivating his relationships with his clients. After 28 years of professional experience gained with a major bank, he began supporting our team with his broad relationship network and his expertise in August Armando Conrad, Managing Director and member of the Board of Directors, is a finance expert with broad training and experience, having worked for various banks, including as bank branch manager, member of the investment committees as well as partner and member of the management of a Zurich-based private bank where he was responsible for the entire private banking segment. In 2004 he acquired Eagle Invest AG together with Felix L. Seiler, and has steadily expanded the business ever since. Felix L. Seiler, member of the Board of Directors, has a thorough background in banking and more than 40 years professional experience working, both in Switzerland and abroad, in the areas of stock exchange, research, investment and asset management, most recently as a member of the management of a branch of a major bank. Over the course of 14 years of work as managing director and partner, he subsequently successfully developed a well-known asset management company. In 2004 he acquired Eagle Invest AG together with Armando Conrad, and has steadily expanded the business ever since.
6 YOUR PARTNERS (2) André Brühlmann, Director in Zurich. After his initial training at a large Swiss bank he moved to currency trading. Over several years he held leading positions in the trading departments of various large banks in Zurich, Singapore and New York. Since moving to the area of client advisory services 18 years ago, he has supported international private customers in the field of investment and private banking. Among other things, he was involved in developing an independent portfolio management company in Dubai, and was Head of Sales Europe for an innovative finance software developed by an American start-up. His clients appreciate his comprehensive expertise. He cultivates close personal contacts and is willing at all times to exceed expectations. His talent for listening carefully and identifying problems makes him a valued long-term partner to his customers in their asset planning. investing help her to support large clients in asset management. Simone Gall, Director at Stebler AG in Zurich, has after a classical Swiss Banking education passed a diploma as bank economist HF and finished a bachelor of Business Administration. She is about to pass the examination of Master of Finance of Advanced Studies at the University of Zurich. Her practical education was first in the trading department (foreign currencies and bonds) in a first class Swiss bank. She later moved to one of the Swiss leading bank working in the Private Banking area for 15 years where she was advising HNWI (High-Net-Worth-Individuals) discretionary management clients. Her extraordinary knowledges and abilities in analyzing and fund investing help her to support large clients in asset management. Laurent Genoud, Director in Zurich, has excellent practical and theoretical training (business studies, AZEK and CIWM). After working for a number of years in the fields of currency trading and private banking at 2 major banks, he successfully headed a small portfolio management company. In order to ensure that he was able to continue offering his clients his valued services, the decision was taken to merge the two businesses. This means there has not been any change to his investment strategy based on his existing long-term track record. investing help her to support large clients in asset management. Rudolf Kircher Director at Golden Hawk Invest AG in Zurich, has 19 years of experience of banking and finance. He studied Banking Administration in Frankfurt and gained experience working with a big private bank in Germany in Security and Derivatives Settlement. In 2005, he moved to Switzerland to join a Private Banking team dealing with Eastern European clients. During this time, he improved his knowledge working with Swiss private banks in Zurich and obtained an MBA from the University of Rochester, NY. Rudolf joined our company in February 2013 and concentrates on clients from Eastern Europe. Werner Mettler, Director and Head of the Lucerne Branch, is an asset manager of the old school in the best sense of the expression: fundamental analysis forms an important basis of all his decisions. After his thorough training in the sector, he was able to use the skills acquired on the job in the financial sector as head of the investment team of a major bank. Since April 2010 he has been responsible as the manager of our branch in Lucerne where he is very successful in looking after a loyal customer base.
7 YOUR PARTNERS (3) Frank Schmitt, Director in Lucerne, is a banking specialist with a wealth of experience that stretches back more than three decades. He spent 8 years of his career in the classic foreign exchange and precious metal trading field. Interrupted by a successful 4-year stint and training (stockbroker licence) at the Swiss Stock Exchange, he has worked for the past 23 years in the field of portfolio management at a variety of financial institutions, and also trained in the field of financial analysis. His activities led him from Basel, Zurich, Geneva, back to Zurich and from 2007 to Lucerne. In addition to his specialist expertise, he is also an outstanding networker. He has held the position of Deputy Director of Eagle Invest AG, Lucerne Branch, since Peter Seiler, Director in Zurich, completed a 2-year bank internship at a major Swiss bank following his baccalaureate. In order to deepen his experience of the securities field together with his language skills, he switched to a large, regionally-anchored bank in Lausanne. Shortly thereafter he was appointed to an executive position, and he held this position until his return to Zurich. He successfully completed wide-ranging specialist training in 2004 as a Financial Planner with Federal Diploma. He has over 20 years of professional, consultancy and management experience in the traditional Swiss private banking sector, and is a champion of transparency as well as client proximity. He joined our asset management team in Zurich in May Christoph Stebler, Director of the Zurich Branch, is an experienced stockmarket expert. He crowned his training in investment consulting and securities trading with a diploma as securities trader of the Zurich Stock Exchange and SIX. As a specialist in the brokerage department of a large bank, he supported third-party banks and asset managers in the area of Swiss shares and derivatives. He worked for and helped successfully expand an independent asset management company for over 10 years. He has contributed his valuable skills to our team since September 2009.
8 FUNDAMENTAL PRINCIPLES EAGLE INVEST is an independent financial consultancy and asset management company domiciled in Zurich EAGLE INVEST clients remain independent and hold their assets at banks of their choice All clients know their EAGLE INVEST asset manager personally EAGLE INVEST asset managers individually look after the assets of each client's portfolio EAGLE INVEST respects the investment guidelines agreed with the client and consistently implements them Value preservation of the client's assets is top priority, and EAGLE INVEST strives to achieve long-term asset growth As a member of the Swiss Association of Asset Managers (SAAM); EAGLE INVEST will always observe the high standards of SAAM and implement them. The self-regulating organisation (SRO) of SAAM supervises EAGLE INVEST, like all other partnerships, with respect to compliance with the obligations laid down in the Swiss Money Laundering Act (GwG).
9 OPERATIONAL PRACTICES Investment strategy, and stock selection are developed within the EAGLE INVEST team EAGLE INVEST reacts quickly and flexibly to market changes EAGLE INVEST has worldwide access to the most important financial research sources and to all important stock exchanges EAGLE INVEST reports to its clients promptly and comprehensively EAGLE INVEST manages client assets with limited discretionary power Our main banking connections: UBS AG, Zurich Credit Suisse, Zurich Julius Baer, Zurich Rahn & Bodmer Co., Zurich Bank J. Safra Sarasin AG, Zurich Luzerner Kantonalbank, Lucerne Zürcher Kantonalbank, Zurich Zuger Kantonalbank, Zug Each EAGLE INVEST asset manager is responsible only for a limited number of mandates
10 ADDITIONAL SERVICES Comprehensive client asset analysis Advice on tax and inheritance issues (including a network of specialists) Independent pension advice and planning Neutral estate divisions and will executions Brokering financing solutions (e.g. mortgages, Lombard loans) Drawing up insurance savings concepts Mediation of third-party services (e.g. fiduciary services, real estate)
11 TERMS AND CONDITIONS 1. Management fee (in the reference currency) The Customer has the choice between the following two fee models. Fee Model I: 1.20 % p.a. plus any possible value added tax The client shall receive, directly from the bank as discount or as reimbursement credit, the retrocessions he is entitled to receive on the basis of a valid agreement agreed upon by the bank and the asset manager. In this case, Eagle Invest AG is not entitled to any retrocession whatsoever. or Fee Model II: 1.00 % p.a. plus any possible value added tax In favour of Eagle Invest AG, the client explicitly renounces his entitlement to receive retrocessions on the basis of a valid agreement between the bank and the asset manager. The Management Fee will be calculated in 3-month intervals on the basis of the assets managed as per 31 March, 30 June, 30 September and 31 December respectively. The fee shall be charged in the subsequent quarter. The minimum fee is CHF per quarter or the equivalent amount. If the client had been a client for a shorter period of time than the whole quarter, the fee shall be determined pro rata temporis.
12 TERMS AND CONDITIONS (2) Page 2: 2. Profit sharing (in the reference currency) 10 % on the increase in value exceeding 3 % p.a. plus VAT as applicable If the performance is less than 3 % p.a., then no profit participation shall be levied. Losses are carried forward to successive periods until the percentage loss is recovered before the next profit participation may be levied. The profit share shall be debited once a year, in the first quarter of the following year. If the mandate relationship did not exist throughout the entire calendar year, the profit participation shall be calculated pro rata temporis. 3. Minimum capital requirement Individual asset management starting from CHF 500, or equivalent
13 REFERENCE LIST Addresses: Contact person: Phone-No.: UBS AG Mr. Matthias Felchlin Bahnhofstrasse 45 Postfach 8098 Zürich Credit Suisse Mr. Marco Miani Bahnhofstrasse 32 Postfach 8070 Zürich Rahn & Bodmer Banquiers Mr. Mike Immer Talstrasse 15 Postfach Zürich Julius Bär Mr. Michele Urti Bahnhofstrasse 36 Postfach 8010 Zürich Bank J. Safra Sarasin Mr. Lukas Schneider Bleicherweg 1 Postfach Zürich Luzerner Kantonalbank Mr. Thomas Leisibach Pilatusstrasse Luzern Zürcher Kantonalbank Mr. Edy Blättler Ext. Vermögensverwaltung Bahnhofstr Zürich Zuger Kantonalbank Mr. Thomas Werlen Ext. Vermögensverwaltung Bahnhofstr Zug
14 ARTICLES OF ASSOCIATION
15 ARTICLES OF ASSOCIATION Page 2: Auditors: Honold Treuhand AG, Sempacherstrasse 15, 8032 Zürich
16 MEMBERSHIP
17 NOTES
18 NOTES
19 NOTES
20 Painted by Paul Cartier BALD EAGLE
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