YOUR TRUSTED PARTNER IN EUROPE

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1 GROUP PROFILE YOUR TRUSTED PARTNER IN EUROPE AMSTERDAM BRUSSELS LONDON LUXEMBOURG MADRID MUNICH 1

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3 GROUP HIGHLIGHTS 50 CITIES IN EUROPE 400 PRIVATE BANKERS 2,000 EMPLOYEES 200 INVESTMENT PROFESSIONALS 3

4 CONTENTS 5 WELCOME FROM THE GROUP CEO 6 OUR PAN-EUROPEAN NETWORK 10 PRIVATE CLIENT SERVICES 14 INSTITUTIONAL CLIENT SERVICES 18 OUR PAN-EUROPEAN SPECIALISTS 34 GROUP CONTACT INFORMATION 4

5 WELCOME. Thank you for your interest in KBL European Private Bankers, the leading pan-european private banking group headquartered in Luxembourg. With a multi-local presence spanning 50 cities in Europe and centuries of collective heritage, we draw upon a knowledge base that combines deep domestic market insight and broader international perspective. We harness that truly pan-european expertise to provide optimal service to our HNWI clients, both in our domestic markets and in hubs such as Luxembourg, where our client base reflects the diversity of our wider network. In addition to our core business of private banking, we provide additional services through our Institutional & Professional Services, Global Markets and Asset Management departments. Our unique value proposition is to integrate these competencies providing one-stop-shop solutions for a client base that includes individuals, business owners and families, as well as institutional clients, family offices, foundations and external asset managers. Rest assured that, wherever you are based and whatever your needs, we will extend to you our shared commitment to personalized service. Thank you again for your interest in our group. Peter Vandekerckhove Group CEO 5

6 AMSTERDAM BRUSSELS LONDON LUXEMBOURG MADRID MUNICH 6

7 LUXEMBOURG Founded in 1949, KBL epb employs some 1,000 staff in Luxembourg and serves as group headquarters. A pillar of the country s financial services sector, the bank provides an array of services to both individual and institutional clients. Subsidiary Puilaetco Dewaay Luxembourg, a boutique private bank, is also based in the Grand Duchy. LONDON Building upon over 200 years of heritage, Brown Shipley operates six UK-wide offices, offering clients informed financial advice and tailored services on all aspects of wealth planning, investments, banking and lending. A member of the KBL epb group since 1992, Brown Shipley endeavours to preserve and enhance the wealth of individuals, today, tomorrow and for future generations. 7

8 AMSTERDAM InsingerGilissen, headquartered in Amsterdam and operating in five other Dutch cities, serves high net worth individuals, business owners, external asset managers, foundations, associations, religious institutions and pension funds accompanying each client every step of the way as they seek to achieve their financial ambitions and long-term goals. BRUSSELS At Brussels-headquartered Puilaetco Dewaay, wealth management is first and foremost a question of confidence. Each client at one of the bank s eight Belgian offices is paired with a private banker who is responsible for the management of their wealth supported by a team of talented professionals and 150 years of experience. 8

9 MUNICH As an experienced, broad-based asset manager with 140 years of heritage, Merck Finck offers a wide spectrum of solutions for its HNWI private clients. With 15 offices and 340 employees across Germany, the Munichheadquartered bank has a tradition of building strong, trusting relationships with all its clients. MADRID KBL España, established in 2011, believes in evolution rooted in tradition. With offices across Spain including in Madrid, León, Valencia, Las Palmas and Murcia the bank focuses on personalized wealth management and direct client communication, driven by a team of professionals with significant domestic and international experience. 9

10 PRIVATE CLIENTS At KBL European Private Bankers, our mission is to preserve and grow each client s wealth across generations. We carry out this goal by providing clients with proximity, agility and personalized service. As a client, your banking experience is founded upon a long-term, one-to-one relationship with a private banker who understands you, and provides appropriate solutions to meet your ongoing needs and lifelong ambitions. 10

11 SERVICES PORTFOLIO MANAGEMENT ASSET MANAGEMENT FINANCIAL & ESTATE PLANNING GLOBAL MARKETS INVESTMENT FUNDS CREDIT SERVICES Building strong individual relationships is the core focus of our group, which has been collectively serving private clients for well over half a millennium. Whether based in London, Lyon or Luxembourg, our private clients receive the same high level of personalized attention, benefiting from the group s ability to offer both local insight and pan-european perspective. 11

12 PORTFOLIO MANAGEMENT We provide our clients with personalized solutions based on a thorough analysis of their wealth, individual situation and expectations. Whether you are looking for a private banker to manage your account, an investment advisor or a portfolio manager, KBL epb has the optimal long-term solution for you. ASSET MANAGEMENT KBL epb has an international network of professional relationships, ensuring our clients smart, superior asset management solutions. We provide discretionary portfolio management, risk management, asset liability management and balance sheet analysis for segregated and pooled accounts. FINANCIAL & ESTATE PLANNING Our clients come to us with financial needs as diverse as each of their lives. Whether through an appropriate will clause, life insurance policy, breaking up of property, gift or residuary bequest, we will ensure the security of your assets today and for generations to come providing you with total peace of mind. 12

13 GLOBAL MARKETS Global Markets is where KBL epb and the market connect. We combine trading, sales and execution services in a comprehensive suite of listed and over-the-counter products, backed by extensive knowledge from developed to emerging markets, accompanied by local insight and global perspective. INVESTMENT FUNDS Our fund managers manage your portfolio according to openarchitecture principles, offering funds managed in-house and by third parties. Our multi-disciplinary team selects funds on an independent basis. Its tried and tested decision-making process includes in-depth, quantitative analysis and detailed, qualitative analysis. CREDIT SERVICES At KBL epb, we understand that, even while possessing significant capital, our clients may require liquidity solutions in order to seize important opportunities. We also recognize that portfolios can benefit from careful leveraging in the form of debt finance. That is why we offer secure credit, a reflection of our holistic wealth management approach. 13

14 INSTITUTIONAL CLIENTS We offer our institutional and professional clients tailored investment vehicles, a world-class dealing room, independent asset management and a network of sub-custodian banks from a single point of entry: your relationship manager. KBL epb s decision center is located in Luxembourg, an international financial hub in the heart of Europe, home to a very wide range of specialized service providers, a supportive legal structure and a competitive tax environment. 14

15 SERVICES INVESTMENT FUNDS ASSET MANAGEMENT GLOBAL CUSTODY GLOBAL MARKETS The Luxembourg-based Institutional & Professional Services department at KBL epb was introduced to centralize all of the bank s skills and services and make them available to institutional and professional clients. The team is staffed by industry experts, who provide tailor-made services to non-private clients, working in close cooperation with KBL epb colleagues, especially in the Global Markets department. 15

16 INVESTMENT FUNDS We offer fund promoters a full range of services for all types of funds, from plain vanilla to sophisticated alternatives. Our support includes: expert legal & technical advice, global custody, fund administration in collaboration with EFA, domiciliary agent facilities, fund compliance and listing services for the Luxembourg Stock Exchange. ASSET MANAGEMENT Our institutional support team partners with professional investors, working together with full transparency, based on frequent communication and complete, regular reporting. Our clients include large international banking groups, insurance companies, fund managers, corporate institutions and independent asset managers. 16

17 GLOBAL CUSTODY KBL epb enjoys excellent relationships with custodian banks worldwide, offering all of the services linked to the safekeeping of securities. We act as a global custodian for our subsidiaries, Clearstream, Euroclear, investment funds, life insurance companies, external asset managers and brokers. GLOBAL MARKETS The Global Markets department combines trading, sales and execution services in our comprehensive collection of listed and over-the-counter products. KBL epb is a member of Euronext (cash & derivatives), Deutsche Boerse and Eurex, offering direct market entry to our clients. Beyond Europe, we operate within a network of global specialists. 17

18 OUR PAN-EUROPEAN SPECIALISTS 18

19 KBL European Private Bankers is committed to attracting, developing and retaining exceptional people. Based on our core belief in the principle of interdependence across our network of 2,000 specialist professionals in 50 European cities KBL epb fosters cooperation and encourages entrepreneurship. As a group, our vision is to be recognized as a trusted partner and leading private bank everywhere we operate. We know that we will only realize our vision if our people are inspired and empowered which is why professional training and development opportunities are extended to all our staff on an ongoing basis. Learn more about who our people are, what they do and what they think. 19

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21 Faizel Private Banker InsingerGilissen Who I am I was raised in Amsterdam and chose to remain there for my studies in business economics, banking and insurance. After one year of working for an insurance company, I began looking for a more dynamic and challenging environment and found it in the private banking sector. What I do I joined InsingerGilissen in I started at the trading desk and am now Herengracht BV Amsterdam a private banker. I am responsible for managing and advising our clients. Estate planning and personal contact are both important to our clients. What I think What makes InsingerGilissen special is that it is a relatively small company that still conveys a sense of family. It is a pleasure to work in such a dynamic environment. 21

22 Julio Private Banker Merck Finck Who I am I was born in Colombia and grew up in Cologne, Germany. After graduation, I joined a US brokerage company where I received my training in finance. I joined Merck Finck more than 10 years ago as a private banker. What I do As a team leader in private banking, one of my duties is to connect the interests of our clients to the added value of our private banking group. Pacellistrasse 16 D Munich What I think My motto has always been to keep it simple; be honest and straightforward with all of our associates and our valued clients. 22

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25 Nathalie Portfolio Manager KBL epb Who I am After completing my studies, my language skills helped me obtain a position at KBL epb. I travelled to countries like Spain, Switzerland, Denmark and Norway to establish bond trading with small financial institutions. What I do Due to my past experience, I study bond markets and monitor specific exchange rates of certain Nordic currencies. We sometimes meet clients at the 43, boulevard Royal L-2955 Luxembourg request of their account managers, with whom we maintain close dialogue. What I think Financial markets constitute a unique world, fascinating and constantly changing. Managers trying to anticipate the performance of the assets in which they are investing must ask the right questions and analyze all of the factors. 25

26 Jaime Private Banker KBL España Who I am A Madrid native, I began my career at an insurance firm after graduating from Comillas Pontifical University with a degree in business administration. I have spent nine years working in wealth management, having joined KBL España in What I do I focus on maintaining and managing my clients assets over time, and providing customized solutions that reflect their individual priorities and long-term goals. 57, Calle Serrano E Madrid What I think Our industry must aspire to be truly independent in its management and in the wide variety of services that it offers to clients. No longer is it just about the results; it s also about finding the right solutions in current financial and technological environment. 26

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29 Gurlal Senior Client Manager Brown Shipley Who I am After completing an MBA, I worked as a financial trader in New Delhi. I then moved to the UK to develop my skills. My first assignment there was to acquire and manage the offshore fixed-income portfolios of wealthy non-resident Indians based in the UK. What I do Founders Court, Lothbury London EC2R 7HE My primary responsibility at Brown Shipley is to identify and coordinate lending requirements based on the UK property and financial assets of UHNWIs based globally. The objective is to promote assets under management for the bank. What I think In today s world, an effective banking system is required for future growth. It is therefore vital to make the right long-term decisions when it comes to developing high-quality services. 29

30 Bruno Senior Wealth Planner Puilaetco Dewaay Private Bankers Who I am After studying law in Louvain-la-Neuve, Belgium, I specialized in tax law at the Ecole Supérieure des Sciences Fiscales. I soon discovered the world of estate planning and wealth taxes, and it has proven to be a perfect match for my two degrees. What I do Today, I am happy to be part of a young, dynamic and talented Wealth Planning & Structuring team. Our mission: to pass on our clients wealth to their heirs. This means not just looking at the client s personal 46, avenue Herrmann-Debroux 1160 Brussels situation and goals but also at the legal and tax framework. What I think Several heads are better than one. Pooling knowledge and experience is a real advantage for our team and for the whole group. 30

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33 Claude Senior Private Banker Puilaetco Dewaay Luxembourg Who I am I began my career in 1999 at Banque Générale du Luxembourg as a private banker for Belgian and Luxembourgish clients. In parallel, I followed a Masters in tax law at HEC Liège, before joining Puilaetco Dewaay Luxembourg as a Senior Private Banker in , boulevard Emmanuel Servais L-2535 Luxembourg What I do The heart of my job is wealth planning and structuring. I aim to offer my clients a global approach to their wealth, which is not limited to financial assets alone. What I think The main challenge for me and my colleagues is to continually adapt to the ever-changing economic and legal environment, and at the same time respect the approach of my clients. 33

34 GROUP HEADQUARTERS HEAD OFFICE 43, boulevard Royal L-2955 Luxembourg T: (+352) PRIVATE CLIENTS T: (+352) INVESTMENT FUNDS & PROFESSIONAL SERVICES T: (+352) FINANCIAL INSTITUTIONS Global Markets T: (+352)

35 Founders Court, Lothbury London EC2R 7HE United Kingdom Herrmann Debrouxlaan 46 B-1160 Brussels Belgium Herengracht BV Amsterdam The Netherlands 43, boulevard Royal L-2955 Luxembourg Luxembourg 57, Calle Serrano E Madrid Spain rue du Kiem L-8030 Strassen BP145 L-2011 Luxembourg Pacellistrasse 16 D Munich Germany 35

36 KBL EUROPEAN PRIVATE BANKERS 43, BOULEVARD ROYAL L-2955 LUXEMBOURG T: (+352)