Sharing your values is our strength, Growing your wealth is our business.

Transcription

1 Sharing your values is our strength, Growing your wealth is our business G E N È V E L A U S A N N E - C R A N S M O N TA N A V E R B I E R BRUELLAN SA 2, rue Sigismond-Thalberg CH-1201 Geneva Tel. : Fax :

2 Ta b l e o f c o n t e n t s Who are we? Why Bruellan? What services does Bruellan provide? Bruellan Asset Management: Funds Bruellan Team Bruellan Contacts 2

3 Who are we? 3

4 Who are we? Bruellan is an independent wealth management company providing a wide range of financial services to high net worth individuals. The company was founded in Geneva in 1991 and has 30 employees today. Bruellan manages client assets of over CHF 1 billion, deposited across 20 high-quality custodian banks. To be close to our customers, Bruellan has offices in Geneva, Verbier, Crans-Montana and Lausanne. Our Mission : To defend our clients interests and protect and enhance the value of their wealth. 4

5 Why Bruellan? 5

6 W h y B r u e l l a n? Durable: Bruellan has thrived for almost 25 years in the Wealth Management Industry. Independent: Bruellan is independent from banks or other financial institutions. The client can choose either to remain with his/her existing bank or change to one of Bruellan s preferred partner banks. Experienced: Bruellan s employees are a dedicated team of seasoned professional investment managers with vast international experience in the investment industry. Effective: Bruellan combines two aspects of wealth management: - A high level of private banking services to our clients, and - Several diversified investment funds with good performance. Efficient: Bruellan s network of custodian banks, brokers and the independent brokerage firm Bondpartners provide best execution for client accounts. Secure: Bruellan is the first independent Wealth Manager to submit itself voluntarily to supervision by FINMA (the Swiss Financial Regulatory Authority) 6

7 W hat services d o e s B ruellan prov ide? 7

8 F a m i l y - O f f i c e We know that ultra high net worth individuals and families often require more than just financial services & asset management. Bruellan offers a full range of integrated services to help our clients structure, preserve and eventually pass down their wealth from generation to generation. Active investment management We support our client in projects as diverse as company incorporation, taking up residence, tax planning, real estate financing and succession planning. Our Family Office department will provide you with a clear, comprehensive and up-to-date overview of your financial situation. Family Office Client Independent of custodians, brokers, bankers etc. You can take advantage of a fast and efficient administration service so that you are released from the burden of administrative and logistical tasks. Involved client servicing We make every decision based on the best interest of the client in order to build a relationship of mutual trust and confidence. 8

9 S e r v i c e s t o o u r c l i e n t s Tailor made portfolio management: Discretionary mandate with one of several classic risk profiles Advisory mandates with risk profile specific to the client Special attention to costs, negotiation of custody, brokerage & administrative fees Family office services Analysis of personal, family, financial & fiscal considerations Appropriate wealth structuring and management based on long-term objectives Problem solving: identification of best experts in legal, insurance, fiscal & estate-planning Real estate services including search for best mortgage Swiss Relocation advice Fund Management Bruellan Asset Management Funds Managed by top professional teams with disciplined approach Geographically diversified Corporate Activism 9

10 The relationship between our client, Bruellan and the bank CLIENT The client deposits his/her assets with a bank The client mandates BRUELLAN to manage his/her assets through a strategy decided together BANK (CUSTODIAN) Bruellan gives transaction orders directly to the bank or through brokers BRUELLAN (WEALTH MANAGER) 10

11 Independence Client Bruellan (Wealth Manager) Bank (Custodians) Brokerage Asset Management Other 11

12 Bruellan Asset Management: Funds 12

13 Why new funds? Client priorities are changing in a world of fast-evolving financial markets. There is a lack of existing investment vehicles providing a disciplined, rigorous and unbiased approach to markets. We are building on the multi-year performance success of our existing fund, Bruellan Tactical, with the addition of new people, systems and tools allowing efficient management of funds in different geographical areas and styles. 13

14 Protea BAM Europe Equity Fund Protea BAM Swiss Equity Fund 14

15 Protea BAM - Europe/Swiss Equity Funds Investment objective To achieve capital appreciation on an absolute and relative basis over a medium to long-term horizon through investment in European/Swiss equity markets in a concentrated but diversified portfolio, with high liquidity. Actively managed portfolio made of high conviction names identified after a rigorous investment process with a sophisticated level of risk management. Investment approach Flexible and disciplined Three unbiased idea generators In-depth fundamental company analysis Sophisticated risk management 15

16 Experienced Management Team Florian Marini and Nicolas Vialis manage the Protea BAM Europe and Swiss Equity funds. They joined Bruellan in 2014 and together they have more than 20 years of investment experience. Their complementary profiles and techniques allow them to screen a large investment universe. They first identify strong candidates to add to the portfolio, then they analyze thoroughly each possible investment on a fundamental and risk adjusted basis. FLORIAN MARINI, CIO & FUND MANAGER 14 years of market and investment experience Investment Experience 2014 to date Bruellan Wealth Management CIO & Fund Manager 2000 to 2014 Lombard Odier Asset Management (Switzerland) SA, Fund and Portfolio Manager Global Equities, European Equities Education Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), Chartered Alternative Investment Analyst (CAIA), DAS in Commodity Trading, Master in Finance Contact fmarini@bruellan.com NICOLAS VIALIS, FUND MANAGER 9 years of market and investment experience Investment Experience 2014 to date Bruellan Wealth Management Fund Manager 2012 to 2014 International Investment Consultant/Professor in Finance 2008 to 2012 Banque Pictet (Switzerland), Equity Strategist in Research team, member of the investment committee Julius Baer/Ferrier Lullin, Advisory team Education Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Master in Financial Engineering HEC Lausanne Bachelor in Nanoengineering EPFL Lausanne Contact nvialis@bruellan.com 16

17 Bruellan Dynamic Fund -Tactical Global Equities Protea BAM US Equity Fund Protea BAM Asia-Pacific Equity Fund 17

18 Bruellan Dynamic Fund Tactical Global Equities Investment Objective To achieve superior performance both in relative (compared to the MSCI World Index) and absolute terms on a medium to long-term time horizon in order to navigate through all market conditions. The fund is suitable for investors who are looking for an actively managed, diversified portfolio of high conviction equity investments in global markets, identified after a rigorous investment process. It is based on a dynamic allocation, free of forced geographical or sectorial influence. Investment Approach The strategy is based on a fundamental value approach in order to achieve a predictable and steady investment return with low operational risk. Deep value private equity approach Focus on sustainable profitability Low valuations 18

19 Protea BAM US & Asia-Pacific Equity Funds Investment objective To achieve capital appreciation on an absolute and relative basis over the medium to long-term horizon through investment in the US or Asian equity markets. Both these funds are designed to be core investments at the heart of a typical private client portfolio, pension or endowment fund. Investment approach Management is based on a fundamental value approach with the goal of predictably good investment returns with low operational risk. Deep value private equity approach Focus on sustainable profitability Low valuation 19

20 Experienced Management Team Petteri Pihlaja and Antti Tilkanen manage the Bruellan Dynamic Fund Tactical Global Equities, the Protea BAM US Equity Fund and the Protea BAM Asia-Pacific Equity Fund. They have worked together for seven years, and joined Bruellan in Their investment process requires a thorough bottom-up understanding of the global equity universe, with each of them specializing in specific sectors. ANTTI TILKANEN, FUND MANAGER 7 years of market and investment experience Investment Experience 2014 to date Bruellan Wealth Management Fund Manager 2008 to 2014 Sifter Group, Portfolio Manager Global Equity Education Master of Economics, University of Turku, Finland Contact atilkanen@bruellan.com PETTERI PIHLAJA, FUND MANAGER 7 years of market and investment experience Investment Experience 2014 to date Bruellan Wealth Management Fund Manager 2008 to 2014 Sifter Group, Portfolio Manager Global Equity Education Master in BA (Finance), Lappeenranta University of Tech, Finland Contact ppihlaja@bruellan.com 20

21 B r u e l l a n Te a m Antoine Spillmann Partner Jean-Paul Tissières Partner Flavien de Muralt Partner Anne Hornung-Soukup Partner Jean-François Beth Partner Paul Lombard COO Serge Dorsaz Wealth manager Florian Marini CIO Fund manager Alfonso Esteve Wealth manager Yvan Mencattini Fund manager Nicolas Vialis Fund manager Petteri Pihlaja Fund manager Antti Tilkanen Fund manager Paul-Alain Barras Trader 21

22 B r u e l l a n C o n t a c t s G e n e v a Bruellan SA 2, rue S.-Thalberg CH-1201 Genève Tel Fax Antoine Spillmann, Partner, client relations aspillmann@bruellan.com Paul Lombard, C.O.O. plombard@bruellan.com Flavien de Muralt, Partner, client relations fdemuralt@bruellan.com Anne Hornung-Soukup, Partner, client relations ahornungsoukup@bruellan.com C r a n s - M o n t a n a Bruellan SA Rue Centrale 50 CH-1201 Crans-Montana Tel Fax Jean-Paul Tissières, Partner, client relations jptissieres@bruellan.com Nicolas Vielliard, client relations nvielliard@bruellan.com 22

23 B r u e l l a n C o n t a c t s V e r b i e r Bruellan SA "La Vallée Blanche" CH-1936 Verbier Tel Fax Jean-François Beth, Partner, client relations jfbeth@bruellan.com Serge Dorsaz, Client relations sdorsaz@bruellan.com L a u s a n n e Bruellan SA Rue du Petit-Chêne 18 CH-1003 Lausanne Tel Fax Steve Schöni, Family Office sschoeni@bruellan.com 23

24 D i s c l a i m e r Nature of this document : the purpose of this presentation is to provide general information about Bruellan S.A. (the «Company»). Not an offer: This presentation is for information purposes only and does not constitute or form any part of any offer or invitation to sell or issue, or any solicitation or any offer to purchase or subscribe for, any financial instruments or services in any jurisdiction or as an advertisement of any financial instruments. This presentation and its content must not be distributed, transmitted or viewed by any person in any jurisdiction where the distribution, transmission or viewing of this document would be unlawful under the securities or other laws of that or any jurisdiction. Not financial product advice: This presentation does not take into account the individual investment objectives, financial situation and particular need of the reader. The financial instruments discussed in this presentation, if any, may not be suitable for all investors and investors must make their own investment decisions based upon their specific financial situation and investment objectives. You may wish to seek independent financial and taxation advice before making any decision in respect to this presentation. Disclaimer: No representation or warranty, express or implied, is made by the Company that the material contained in this presentation will be achieved or proved to be correct. Except for statutory liability which cannot be excluded, each of the company, its directors, officers, employees, advisers and agents expressly disclaim any responsibility for the accuracy, fairness, sufficiency or completeness of the material contained in this presentation, or any opinions or belief contained in this document, and excludes all liability whatsoever (including negligence) for any loss or damage which may be suffered by any person as a consequence of any information in this presentation or any error or omission therefrom. 24