SANDBERG &PARTNERS. Across generations Our family setup ensures continuity. Valued through values We provide value that goes beyond financial success.

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1 SANDBERG &PARTNERS

2 Valued through values We provide value that goes beyond financial success. Across generations Our family setup ensures continuity. We do the trade Unique private equity We personally select and trade the investments for you. We have access to exceptional private equity opportunities. SANDBERG &PARTNERS

3 ASSET MANAGEMENT WITH CHARACTER We are an independent, family owned and registered investment advisor providing wealth management services to individuals, entrepreneurs, families and institutional investors. To us, there is more than just delivering performance. We provide value that goes beyond financial success. Thus, we not merely manage assets for our clients but rather act as stewards, ensure continuity and accompany you through all walks of life. Enjoy a more personal wealth management style... Your style!

4 A POWERFULL COMBINATION The lion stands for economic and market opportunities which we actively seek out and develop. At the same time, the lamb represents a serving attitude and humble nature that comes with the awesome responsibility and privilege of serving our clients. Therefore, we believe these two characters provide a powerful combination in creating and protecting wealth as well as passing on positive legacies for future generations. The lion and the lamb

5 WE INVEST WITH YOU TOGETHER Our knowledge and experience in family- and entrepreneurial matters aligned with our financial affinity, uniquely qualifies us to be the stewards of your assets. We pride ourselves serving you as an absolutely independent and family owned wealth manager. With this in mind, we have a long term focus but are able to act swiftly if necessary. This keeps us agile, grounded in our values and focused in our pursuit to building and protecting your wealth.

6 WE ARE DIFFERENT SANDBERG &PARTNERS

7 FAMILY FOR FAMILIES Our family oriented and entrepreneurial focus helps us to better understand your needs. With this mutual background and deep understanding of financial challenges, we share the same values and speak the same language. Thus, this dialog is critical in defining a vision and in realizing your individual financial objectives. OUR VALUES As family owned independent asset manager, we build upon long-term relationships characterized by mutual trust and successfully link tradition with innovation. Therefore, we deploy a proven investment approach, using an innovative option- and value focused strategy to generate sustainable returns across generations. OUR CLIENTS We are privileged of serving families, entrepreneurs and individuals. Each client has access to the same quality and depth of service, regardless of asset size. Those who entrust their assets to us, specifically cherish the personal attention, our independence and the quality of service they are experiencing. PRIVATE EQUITY Through our family and business relationships, we have access to a number of exceptional private equity, real estate and other alternative investment opportunities ranging across industries and international locations.

8 INVESTMENT FOCUS Growth & Innovation Focus on investments with attractive sales and earnings margin growth, less than 1% of entire investment universe match criteria. Sustainability with Impact Seeking investments with sustainable competitive advantage and full integration of environmental, social and governance (ESG) factors to deliver superior long-term performance, e.g. Novo Nordisk, 5 year performance +128%. Capital Protection Emphasis on protecting assets through structured products with low barrier, a variety of option strategies, dual currency deposits and other investment vehicles/classes to generate reasonable yield while securing your wealth. & G R O W T H RETAIL MEDIA HEALTH CARE CONS. DISC. TECHNOLOGY I N N O VAT I O N FINANCIALS TELECOMS C A P I T A L P R O T E C T INDICES INDUSTRIALS INVESTMENT FOCUS int. RATES S U S TA I N A B I L I T Y ENERGY str. PRODUCTS I O N UTILITIES FOREX CHEMICALS COMMODITIES W I T H I M PA C T

9 INVESTMENT FOCUS Our investment focus is based on three attractive and carefully balanced, proven long term themes which represent the core of our investment strategy. These cornerstones provide clear direction and guidance during our continuous investment selection and decision process. INVESTMENT STRATEGY Our investment strategy relies upon a highly disciplined, bottom-up stock selection process, focusing on quantitative analysis, fundamental analysis, and optimization of the securities selected for the portfolio. This strategy has been successfully deployed by some of the most successful money managers who consistently beat the market since UNIQUE AND ACCOUNTABLE Our family oriented and entrepreneurial focus helps us to fully understand your needs. Thus, with this mutual background and deep understanding of today s financial challenges, we share the same values and speak the same language. This is why we invest our own money right alongside. SOLID RESULTS The combination of leveraging growth and value stocks with a powerful option strategy (also includes contrarian thinking) provides a proven and actionable investment strategy that caters to a variety of market conditions.

10 MEET OUR TEAM A highly experienced team linked through strong bonds and driven by values. Our core team is represented by highly experienced and talented investment professionals. While each one of us has his/her own competence, we complement and appreciate each other tremendously. As a client within this family network, you can rest assured that we pursue your interests and create true values through consistency and continuity from one source. Backed by years of experience in asset- and wealth management, our understanding for local as well as international market dynamics, their interdependencies and resulting investment opportunities are critical to providing professional services that cater to your individual needs. Uniquely personal asset management with character and innovation. Our promise Let s have a talk about your situation and your wishes and what we can do for you. We re different and our promise is that you ll expierence that.

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12 LET S START THE DIALOG! We re looking forward to hearing from you. Office Zürich Mrs. Gabriëlla Schärer-Poot Sandberg & Partners SA Münsterhof 18 P.O. Box Zürich T +41 (0) F +41 (0) E gp@sandbergpartners.com Office region Geneva Mr. Gijs Sandberg Sandberg & Partners SA Chemin des Chalets Chavannes-de-Bogis/VD Switzerland T +41 (0) F +41 (0) E gs@sandbergpartners.com