Step by Step Guide to Global Diversification Daniel Zurbrügg CFA, Managing Partner

Transcription

1 Step by Step Guide to Global Diversification Daniel Zurbrügg CFA, Managing Partner Total Wealth Symposium Las Vegas - October 2013

2 Services Offered Personalized advisory Client specific solutions Independent investment advice Holistic Family Office style support Professional partners network support Active global investment management Management of risk and return Balanced asset protection and growth Transparent management reporting Daily online reporting access and regular client updates Fixed fee discretionary management Simple declining fee scale «Risk comes from not knowing what you re doing» - Warren Buffet 1

3 How to get it done A Step-by-Step Guide... The International Investment Component of a Global Wealth Management Plan Introduction Family Office Approach Offshore Investing Step-by-Step How it works Question & Answer 2

4 Diversification Where it starts 3

5 Questions to be considered 4

6 Swiss Infinity Your Global Wealth Manager QUARTERBACKING INTERNATIONAL INVESTMENTS 5

7 Questions and Answers A Step-by-Step Guide... The International Investment Component of a Global Wealth Management Plan What is the first step to get started? Who will guide me in this process? Do I have to travel overseas to complete this? How do I monitor my investments? 6

8 Family Office Approach - Turnkey Solutions Family Office Approach Using our experience and network of professional partners to define solutions that support a client s total wealth management plans. Pursuing client focused solutions Understand the big picture Discuss and explore individual client goals, needs and concerns Formulate an integrated solution to satisfy clients needs Coordinate the partners to provide specialist advice Support in all phases of the wealth management process Provide ongoing personal reporting and support Family Office Services Legal Partners Advice SWISS INFINITY Accounting Partners Advice Compliant Private Banking 7

9 Indexed Value (US$) Our Global Macro Strategy «Tracking Big Picture global economic changes to identify risks & potential rewards» Truly global strategy Actively managed Portfolio approach exploit asset differences and control risk Traditional and nontraditional investments bonds, equities, alternatives, currencies Diversification regions, currency, industries etc. Monitor & control Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Global Macro Balanced MSCI World Index Disclosure: The model is an actively managed portfolio that tracks our investment decisions. It is not actually invested. The model was developed by one of Swiss Infinity s managing partners and has been utilized at a previous company. The history includes an original period of back-testing and some history of work done by the managers at their previous company. Client portfolios are defined based on the model at start but may differ from the model. 8

10 Contact us Postfach 1919, CH-8021 Zürich Switzerland Tel Fax / Disclosure: Swiss Infinity is an investment advisor registered in Switzerland and in the United States. The goal of these registrations is to protect investment clients. This is facilitated by oversight and by mandating investment advisors to provide clear and transparent disclosure of details deemed critical to an investment client s selecting and monitoring of an advisor. Swiss Infinity will always strive to put the interests of clients first and to pursue success for clients in a conscientious and prudent manner. To this end we are pleased to have secured registered investment advisor status to illustrate our commitment to our clients and to be able to further increase our efforts to support the development of our professional partnership with our clients. We invite you to contact us with any questions you may have about our firm. Additional information about Swiss Infinity Global Investments GmbH is available on the SEC s website at Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.