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

Size: px
Start display at page:

Download "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"

Transcription

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

Discretionary Portfolio Management

Discretionary Portfolio Management Fee Schedule Discretionary Portfolio Management The fees are calculated on the portfolio value on a cumulative basis according to the following scale. The fees are stated per annum, calculated and debited

More information

Audited Annual Report. Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type

Audited Annual Report. Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type Audited Annual Report ishares ETF II (CH) Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type 31 May 2015 i S h a r e s E T F I I ( C H ) Contents Organisation and Management

More information

Our services and what they are worth

Our services and what they are worth Wealth Management Our services and what they are worth Fees and conditions Valid from October 2017 2 Our services and what they are worth Content 4 Everything starts with a personal conversation Every

More information

CROCE & Associés Avocats Avvocati Attorneys-at-law

CROCE & Associés Avocats Avvocati Attorneys-at-law Geneva London Singapore Shanghai INTRODUCTION The world we live in grows more complex every day. At CROCE & Associés, we are here to make your life simpler. With offices in Geneva, London, Shanghai, Singapore

More information

Jurisdictions Serviced

Jurisdictions Serviced www.harbour.ky Jurisdictions Serviced The Cayman Islands is the leading jurisdiction for offshore investment funds as a result of its favourable regulatory environment, flexible structuring options,

More information

What You Need. Pilotage Private Wealth AG

What You Need. Pilotage Private Wealth AG What You Need to Know About Independent Asset Managers in Switzerland Dr. Gregg S. Robins Pilotage Private Wealth AG November 2015 1. Swiss IAMs in Brief: People and Offering Decades ago, individual private

More information

Account sets. Experience the future of personal accounts.

Account sets. Experience the future of personal accounts. Account sets Experience the future of personal accounts. Our account sets as individual as you are. Premium account set For everyone who wants a comprehensive service for their banking transactions. Comfort

More information

Pension Fund of Credit Suisse Group (Switzerland) Regulations on Investments January 2019

Pension Fund of Credit Suisse Group (Switzerland) Regulations on Investments January 2019 Pension Fund of Credit Suisse Group (Switzerland) Regulations on Investments January 2019 Contents I General 3 1.1 Purpose of the Regulations on Investments 4 1.2 Scope 4 II Investment Organization and

More information

A REAL ESTATE FUND REGULATED UNDER SWISS LAW PROSPECTUS WITH INTEGRATED FUND CONTRACT

A REAL ESTATE FUND REGULATED UNDER SWISS LAW PROSPECTUS WITH INTEGRATED FUND CONTRACT A REAL ESTATE FUND REGULATED UNDER SWISS LAW PROSPECTUS WITH INTEGRATED FUND CONTRACT Management company Custodian Bank VALRES Fund Management SA Bank J. SAFRA SARASIN AG Place du Molard 5 Elisabethenstrasse

More information

SYZ Swiss Advisors SA

SYZ Swiss Advisors SA SYZ Swiss Advisors SA Form ADV Part 2A/Firm Brochure CRD no. 161357 SEC File no. 801-74460 Uraniastrasse 34, 3 rd Floor Zurich, Switzerland 8001 Tel: +41 44 206 60 40 Fax: +41 44 206 60 50 29 March 2017

More information

Articles of Incorporation

Articles of Incorporation Articles of Incorporation Julius Baer Group Ltd. As of 9 April 2014 Translation of the registered German version Contents 1. Name, domicile and term of Company...2 2. Object and purpose of Company...2

More information

Terms and conditions for investment services

Terms and conditions for investment services Terms and conditions for investment services Transaction fees The brokerage rates for stock exchange transactions in Switzerland and abroad are conceived as flat fees (the percentage rate applies to the

More information

RBC Dominion Securities. Wealth management for your sophisticated needs

RBC Dominion Securities. Wealth management for your sophisticated needs RBC Dominion Securities Inc. Archer Wealth Management RBC Dominion Securities Wealth management for your sophisticated needs Wealth Management for Your Sophisticated Needs Today, you can expect to live

More information

International Commodities & Derivatives Association

International Commodities & Derivatives Association International Commodities & Derivatives Association incoda.org About ICDA is a professional, non-religious, non-political, not-for-profit association of institutions interested in and concerned with all

More information

Alpenrose Wealth Management International AG

Alpenrose Wealth Management International AG Alpenrose Wealth Management International AG Diversify and protect your assets globally The view from Switzerland September 18 24, 2016 Vienna, Austria Pierre Gabris, Founder & CEO Our Vision Alpenrose

More information

Banking and payment transactions

Banking and payment transactions compendio Banking and payment transactions Updates edition 2012 February 2015 Blended learning material co-developed by Compendio and Crealogix Technical coaching: CYP, Center for Young Professionals in

More information

Client Information Liberty Foundation for Vested Pension Benefits

Client Information Liberty Foundation for Vested Pension Benefits Client Information Liberty Foundation for Vested Pension Benefits Company Profile Liberty Foundation for Vested Pension Benefits is an independent foundation established in Schwyz in 2005. Liberty safe-keeps

More information

SYZ Swiss Advisors SA

SYZ Swiss Advisors SA SYZ Swiss Advisors SA Form ADV Part 2A/Firm Brochure CRD no. 161357 SEC File no. 801-74460 Uraniastrasse 34, 3 rd Floor Zurich, Switzerland 8001 Tel: +41 44 206 60 40 Fax: +41 44 206 60 50 27 March, 2018

More information

Structuring Solutions for Managers and Advisers of Alternative Investment Funds (AIFs)

Structuring Solutions for Managers and Advisers of Alternative Investment Funds (AIFs) Structuring Solutions for Managers and Advisers of Alternative Investment Funds (AIFs) The AIFM Directive calls for a rethinking of Alternative finance have developed into an innovative sub-sector of the

More information

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

Sharing your values is our strength, Growing your wealth is our business. Sharing your values is our strength, Growing your wealth is our business. 2 0 1 7 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

More information

CREATING PERFORMANCE

CREATING PERFORMANCE CREATING PERFORMANCE ABOUT SYZ We are a Swiss banking group specialised in investment management. Founded in Geneva in 1996, our family shareholder structure guarantees our independence and strength.

More information

8.25% (5.28% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group

8.25% (5.28% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group 1/5 Investment Banking 8.25% (5.28% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group Termsheet (Final Terms) SSPA Designation Reverse Convertible (1230) Contact +41 58 283 78 88 www.derinet.com

More information

ASSET MANAGEMENT AGREEMENT. 1. Contractual parties The undersigned (hereafter the"client"): Mr /Mrs., citizen, domiciled.., .,... fax number...

ASSET MANAGEMENT AGREEMENT. 1. Contractual parties The undersigned (hereafter theclient): Mr /Mrs., citizen, domiciled..,  .,... fax number... ASSET MANAGEMENT AGREEMENT 1. Contractual parties The undersigned (hereafter the"client"): Mr /Mrs., citizen, domiciled.., email.,... fax number... or..., a company governed by... laws, with its registered

More information

Bank am Bellevue Bellevue meets Management Seminar Zurich, January 13, Walter Berchtold Chief Executive Officer Credit Suisse

Bank am Bellevue Bellevue meets Management Seminar Zurich, January 13, Walter Berchtold Chief Executive Officer Credit Suisse Bank am Bellevue Bellevue meets Management Seminar Zurich, January 13, 2005 Walter Berchtold Chief Executive Officer Credit Suisse DISCLAIMER Cautionary Statement regarding forward-looking information

More information

Financial Planning Services

Financial Planning Services UBS Financial Services Inc. SEC File Number 801-7163 1000 Harbor Boulevard March 29, 2018 Weehawken, NJ 07086 (201)352-3000 http://financialservicesinc.ubs.com Financial Planning Services This brochure

More information

GIPS Day 2014 Global Investment Performance Standards

GIPS Day 2014 Global Investment Performance Standards GIPS Day 2014 Global Investment Performance Standards 5 November 2014 08.15h 19.30h Kongresshaus Zurich Fundamentals of GIPS compliance, institutional framework, introduction to performance and risk measurement

More information

Meltemi Investment Management think absolute returns

Meltemi Investment Management think absolute returns Meltemi Investment Management think absolute returns January 2017 Welcome to Meltemi Investment Management Meltemi is an Investment Management Company based in London since 2002. It primarily provides

More information

Invitation to the Annual General Meeting 2012 of Nestlé S.A. For information only. Invitation to the Annual General Meeting

Invitation to the Annual General Meeting 2012 of Nestlé S.A. For information only. Invitation to the Annual General Meeting Invitation to the Annual General Meeting 2012 of Nestlé S.A. Invitation to the Annual General Meeting 2012 1 2 Invitation to the Annual General Meeting 2012 145th Annual General Meeting to be held on Thursday,

More information

Meltemi Investment Management think absolute returns

Meltemi Investment Management think absolute returns Meltemi Investment Management think absolute returns January 2017 Welcome to Meltemi Investment Management Meltemi is an Investment Management Company based in London since 2002. It primarily provides

More information

INVITATION TO THE ANNUAL GENERAL MEETING OF INVESTIS HOLDING SA

INVITATION TO THE ANNUAL GENERAL MEETING OF INVESTIS HOLDING SA INVITATION TO THE ANNUAL GENERAL MEETING OF INVESTIS HOLDING SA Friday, 20 April 2018 Starts at 10.00 am Doors open at 9.30 am Savoy Hotel Baur en Ville, Festsaal on the first floor, Poststrasse 12 (by

More information

Interim Report

Interim Report Interim Report 2013 www.zugerkb.ch Stable results in the first half of 2013 Zuger Kantonalbank posted a stable profit of CHF 30.2 million for the first six months of 2013 (CHF 30.4 million in the first

More information

MAIN FEES AND COMMISSIONS

MAIN FEES AND COMMISSIONS Section title MAIN FEES AND COMMISSIONS As at 1 January 2018 The bank for a changing world 2 Fee schedule as at 1 January 2018 Section title Preamble Fee schedule as at 1 January 2018 This document provides

More information

Working at Pictet Asset Management GRADUATE PROGRAMMES

Working at Pictet Asset Management GRADUATE PROGRAMMES Working at Pictet Asset Management GRADUATE PROGRAMMES The Pictet Group, a long-established partnership * Permanent employees only. ** The term Assets under Management or custody includes the assets of

More information

Banque Transatlantique Luxembourg

Banque Transatlantique Luxembourg Banque Transatlantique Luxembourg Products, services and pricing conditions applicable from 1 January 2018 Products, services and pricing conditions applicable from 1 January 2018 1 Banque Transatlantique

More information

Fiduciary Services. Our knowledge and expertise helps us to provide the best solutions. Services. Company formation, administration and accounting

Fiduciary Services. Our knowledge and expertise helps us to provide the best solutions. Services. Company formation, administration and accounting Fiduciary Services New Street Management Limited provides trust and corporate fiduciary services and is licenced by the Guernsey Financial Services Commission. We provide institutional and private clients

More information

INAPORT: ROFESSIONAL GLOBAL SSET MANAGEMENT OMPANY ITH SWISS TANDARDS

INAPORT: ROFESSIONAL GLOBAL SSET MANAGEMENT OMPANY ITH SWISS TANDARDS INAPORT: ROFESSIONAL GLOBAL SSET MANAGEMENT OMPANY ITH SWISS TANDARDS 1 CONTENT About FINAPORT 3 Our offer: 5 Systematic asset management 7 Tailored asset management 8 Alternative investments 8 Private

More information

10.34% p.a. Barrier Reverse Convertible on Julius Bär, Credit Suisse, UBS Group

10.34% p.a. Barrier Reverse Convertible on Julius Bär, Credit Suisse, UBS Group Termsheet (Final Terms) Barrier Reverse Convertible +41 (0)58 283 78 88 or www.derinet.ch SSPA DESIGNATION: BARRIER REVERSE CONVERTIBLE (1230) 10.34% p.a. Barrier Reverse Convertible on Julius Bär, Credit

More information

Pictet Vested Benefits Foundation (2nd Pillar)

Pictet Vested Benefits Foundation (2nd Pillar) Pictet Vested Benefits Foundation (2nd Pillar) April 2018 Contents 3 The Pictet Group 4 Pictet Vested Benefits Foundation (2 nd Pillar) Characteristics A choice of portfolios for every profile Investment

More information

Ordinance on Collective Investment Schemes

Ordinance on Collective Investment Schemes English is not an official language of the Swiss Confederation. This translation is provided for information purposes only and has no legal force. Ordinance on Collective Investment Schemes (Collective

More information

THE FUTURE SWISS FUND BUSINESS

THE FUTURE SWISS FUND BUSINESS THE FUTURE SWISS FUND BUSINESS Featuring content, conversations and analysis drawn from FundForum International 1 INTRODUCTION The fund industry worldwide is undergoing profound changes, and as part of

More information

Fiduciary Services. Our knowledge and expertise helps us to provide the best solutions. Services. Company formation, administration and accounting

Fiduciary Services. Our knowledge and expertise helps us to provide the best solutions. Services. Company formation, administration and accounting Fiduciary Services New Street Management Limited provides trust and corporate fiduciary services and is licenced by the Guernsey Financial Services Commission. We provide institutional and private clients

More information

Commissions & Charges

Commissions & Charges Applicable as of 01/05/2016 Commissions & Charges Contents Banking services 2 Investment services 3 Banking services These rates 1 apply to every account unless exceptions specified in the Investment services

More information

Unaudited Semi-Annual Report ishares ETF II (CH) Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type

Unaudited Semi-Annual Report ishares ETF II (CH) Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type Unaudited Semi-Annual Report ishares ETF II (CH) Umbrella Fund under Swiss Law of the Other Funds for Traditional Investments Type 30 November 2016 i S hares ETF II (CH) Contents Organisation and Management

More information

Establishment of a legal entity in Switzerland and China. Florian Müller May-Si Hau

Establishment of a legal entity in Switzerland and China. Florian Müller May-Si Hau Establishment of a legal entity in Switzerland and China Florian Müller May-Si Hau 8. Juni 2017 2 Topics 1. Most popular forms of business presence for foreign investors 2. Stock corporation and WFOE 3.

More information

1H 2008 Results and Outlook

1H 2008 Results and Outlook VZ Group VZ Holding Ltd Beethovenstrasse 24 CH-8002 Zurich Telephone: +41 44 207 27 27 Fax: +41 44 207 27 28 vermoegenszentrum.ch vzonline.ch 1H 2008 Results and Outlook Aarau Basle Berne Frankfurt Geneva

More information

Q&A Fund Merger Credit Suisse (Lux) Global Emerging Market Brands Equity Fund to Merge with Credit Suisse (Lux) Global Prestige Equity Fund

Q&A Fund Merger Credit Suisse (Lux) Global Emerging Market Brands Equity Fund to Merge with Credit Suisse (Lux) Global Prestige Equity Fund Questions & Answers July 21, 2017 Q&A Fund Merger Global Emerging Market Brands to Merge with Global Prestige Key points In order to streamline the existing product range and to ensure more efficient management

More information

Investment Regulations

Investment Regulations Investment Regulations Liberty BVG Collective Foundation Table of contents Art. 1 Purpose and scope Art. 2 Principles Art. 3 Asset management guidelines Art. 4 Resources Art. 5 Responsibilities and powers

More information

110 Fort Couch Road, Suite 108. Pittsburgh, PA

110 Fort Couch Road, Suite 108. Pittsburgh, PA Kapusta Financial Group IARD/CRD No: 123349 Form ADV Part 2A March 15, 2016 Brochure 110 Fort Couch Road, Suite 108 Pittsburgh, PA 15241 412-851-1400 www.kapustafinancial.com 3/15/2016 FORM ADV PART 2

More information

10.00% (6.74% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group

10.00% (6.74% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group Termsheet (Final Terms) Multi Defender Vonti Vontobel Investment Banking +41 (0)58 283 78 88 or www.derinet.com SSPA DESIGNATION: BARRIER REVERSE CONVERTIBLE (1230) 10.00% (6.74% p.a.) Multi Defender Vonti

More information

Structure and organisation of the Swiss National Bank

Structure and organisation of the Swiss National Bank Structure and organisation of the Swiss National Bank SNB 54 1 Organisation The Federal Constitution and the National Bank Law define the principal tasks of the National Bank as follows: to regulate the

More information

DISCLOSURE OBLIGATIONS REGARDING CAPITAL ADEQUACY AND LIQUIDITY DECEMBER 2016

DISCLOSURE OBLIGATIONS REGARDING CAPITAL ADEQUACY AND LIQUIDITY DECEMBER 2016 DISCLOSURE OBLIGATIONS REGARDING CAPITAL ADEQUACY AND LIQUIDITY DECEMBER 2016 JULIUS BAER GROUP LTD. ACCORDING TO FINMA-CIRCULAR 2016/1 DISCLOSURE BANKS CONTENTS DISCLOSURE OBLIGATIONS REGARDING CAPITAL

More information

Companies. The smart business decision: Switzerland and UBS

Companies. The smart business decision: Switzerland and UBS ab Companies The smart business decision: Switzerland and UBS Switzerland is the ideal location for business Switzerland is a world leader in business competitiveness and innovation, with a strong economy,

More information

Solutions for individuals

Solutions for individuals Solutions for individuals International Private Client Services kpmg.ch Where shall I take residency? How will my private income be taxed? What must I consider when handing over my assets to the next

More information

Investor Presentation 2011 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts.

Investor Presentation 2011 Basler Kantonalbank. Our aim is the sustainable and permanent communication with investors and analysts. Investor Presentation 2011 Basler Kantonalbank Our aim is the sustainable and permanent communication with investors and analysts. Agenda 1. Financial figures Parent Company Basler Kantonalbank BKB Group

More information

Instruction sheet on exchanging damaged banknotes. Important information on exchanging banknotes

Instruction sheet on exchanging damaged banknotes. Important information on exchanging banknotes Date of entry into force: 4 September 2012 As at 5 January 2015 In accordance with art. 8 of the Federal Act on Currency and Payment Instruments, the Swiss National Bank (SNB) will replace if the conditions

More information

Contents. 1. Working with Barclays 2. Bespoke client solutions 3. Your Barclays team 4. Appendix 5. Client case studies. 2 Offshore Corporate

Contents. 1. Working with Barclays 2. Bespoke client solutions 3. Your Barclays team 4. Appendix 5. Client case studies. 2 Offshore Corporate Offshore Corporate Contents 1. Working with Barclays 2. Bespoke client solutions 3. Your Barclays team 4. Appendix 5. Client case studies 2 Offshore Corporate Working with Barclays 3 Offshore Corporate

More information

GIPS Day 2018 Global Investment Performance Standards

GIPS Day 2018 Global Investment Performance Standards Swiss Funds & Asset Management Association SFAMA Dufourstrasse 49 Postfach 4002 Basel / Schweiz Tel. +41 (0)61 278 98 00 Fax +41 (0)61 278 98 08 www.sfama.ch office@sfama.ch GIPS Day 2018 Global Investment

More information

CONTENTS. The MPL Wealth Management Ltd Financial Planning Service in detail...pages 4 & 5

CONTENTS. The MPL Wealth Management Ltd Financial Planning Service in detail...pages 4 & 5 CONTENTS MPL Wealth Management Ltd Financial Planning Service... page 3 About MPL Wealth Management Ltd... page 3 What should I expect from my MPL adviser?... page 3 The MPL Wealth Management Ltd Financial

More information

Portfolio Managers, Trustees, and Managers of Collective Assets under FinIA the Dawn of a New Age

Portfolio Managers, Trustees, and Managers of Collective Assets under FinIA the Dawn of a New Age Briefing November 2018 Portfolio Managers, Trustees, and Managers of Collective On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act (FinSA) and the Swiss Financial Institutions

More information

INVITATION TO EXTRAORDINARY GENERAL MEETING OF SIKA AG. Monday, June 11, p.m., at Waldmannhalle, Baar Doors open: 2.00 p.m.

INVITATION TO EXTRAORDINARY GENERAL MEETING OF SIKA AG. Monday, June 11, p.m., at Waldmannhalle, Baar Doors open: 2.00 p.m. INVITATION TO EXTRAORDINARY GENERAL MEETING OF SIKA AG Monday, June 11, 2018 3.00 p.m., at Waldmannhalle, Baar Doors open: 2.00 p.m. 3 DEAR SHAREHOLDERS, The Board of Directors is pleased to invite you

More information

Forms for recording business plan data

Forms for recording business plan data Forms for recording business plan data Issue 08/2007 Name and address of the insurance undertaking With the legally valid signature of the form entitled Certification on the next page, the insurance undertaking

More information

Creating an investment plan as unique as you

Creating an investment plan as unique as you Creating an investment plan as unique as you Richard S. Groscost Senior Financial Advisor - Wealth Management Ray V. Pearl, CFP Financial Advisor Gloria Rodriguez WM Senior Registered Client Relationship

More information

Reveal your strength. Increase your presence on the market

Reveal your strength. Increase your presence on the market Reveal your strength Increase your presence on the market 1 Table of contents Introduction 3 Overview of Stage offers 4 Information, Education, Network 5 Factsheet 6 Research report 6 Partners 8 Distribution

More information

Media conference Banking Barometer Zurich 31 August 2017 Dr. Martin Hess

Media conference Banking Barometer Zurich 31 August 2017 Dr. Martin Hess Media conference Banking Barometer 2017 Zurich 31 August 2017 Dr. Martin Hess Welcome Daniela Lüpold Head of Communication Latin World 2 Presentation Dr. Martin Hess Chief Economist 3 Overview Swiss banks

More information

Financial statements of Helvetia Holding AG

Financial statements of Helvetia Holding AG Financial statements of Helvetia Holding AG Income statement 2014 2013 Change in CHF million Dividend income 394.4 84.4 Loan interest income 0.5 1.4 Depreciation 47.2 0.0 Loan interest expenses 7.4 2.0

More information

HP Wealth Management takes

HP Wealth Management takes Link to Article on website Link to Partner Profile HP Wealth Management takes holistic view to client assignments Singapore-based independent asset management firm HP Wealth Management has since 2009 built

More information

British Virgin Islands

British Virgin Islands British Virgin Islands www.onealwebster.com Paul Webster, Q.C. Senior Partner and Head of Litigation Key practice areas: Corporate Insolvency, Commercial Litigation Email: pwebster@onealwebster.com Kerry

More information

BANK OF SINGAPORE BOLSTERS ITS GREATER CHINA BUSINESS WITH THREE NEW SENIOR HIRES

BANK OF SINGAPORE BOLSTERS ITS GREATER CHINA BUSINESS WITH THREE NEW SENIOR HIRES Media Release Includes suggested Tweets, Facebook posts, keywords and official hashtags BANK OF SINGAPORE BOLSTERS ITS GREATER CHINA BUSINESS WITH THREE NEW SENIOR HIRES Singapore/ Hong Kong, 19 July 2018

More information

Media Release from Julius Baer Group Ltd.

Media Release from Julius Baer Group Ltd. Media Release from Julius Baer Group Ltd. Media and Investor Conference/Webcast today at 9.00 a.m. at the Widder Hotel, Zurich Zurich, 13 August 2012 Julius Baer to acquire Merrill Lynch s International

More information

Rawlinson & Hunter. Cayman Islands

Rawlinson & Hunter. Cayman Islands Rawlinson & Hunter Cayman Islands How can we help you? Rawlinson & Hunter has built a global reputation for outstanding personal services in the private client and corporate fields. Working closely with

More information

WHY CHOOSE HFW? GENEVA

WHY CHOOSE HFW? GENEVA WHY CHOOSE HFW? GENEVA HFW IS COMMITTED TO SUPPORTING THE SHIPPING, TRADING, CORPORATE, COMMERCIAL, BANKING AND FINANCE SECTORS IN SWITZERLAND AND INTERNATIONALLY HFW is a sector focused international

More information

The future of your wealth

The future of your wealth The future of your wealth 01 Your family office for today and tomorrow In many cases, the life achievement of several generations culminates in a fortune, which deserves the highest acknowledgement and

More information

8.50% (8.47% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group

8.50% (8.47% p.a.) Multi Defender Vonti on Credit Suisse, Julius Bär, UBS Group Termsheet (Final Terms) Multi Defender Vonti Vontobel Investment Banking +41 (0)58 283 78 88 or www.derinet.com SSPA DESIGNATION: BARRIER REVERSE CONVERTIBLE (1230) 8.50% (8.47% p.a.) Multi Defender Vonti

More information

Bacon Financial Management, Inc. dba Financial Strategies Group Client Brochure

Bacon Financial Management, Inc. dba Financial Strategies Group Client Brochure Bacon Financial Management, Inc. dba Financial Strategies Group Client Brochure This brochure provides information about the qualifications and business practices of Bacon Financial Management, Inc. dba

More information

ARTICLES OF ASSOCIATION 1

ARTICLES OF ASSOCIATION 1 ARTICLES OF ASSOCIATION 1 of ARYZTA AG (ARYZTA Ltd) (ARYZTA SA) l. BASIS Article 1: Company name, registered office A public limited company [Aktiengesellschaft] with the name ARYZTA AG (ARYZTA Ltd) (ARYZTA

More information

Swiss Taxation - Update 2012

Swiss Taxation - Update 2012 Swiss Taxation - Update 2012 IFMA January 31, 2013 Daniel Spitz Partner Certified Tax Expert TAX CONSULTING. INDIVIDUALS. COMPANIES. REAL ESTATE INDEX 1. Introduction 2. Exchange of information 3. Special

More information

Reinsurance Underwriting

Reinsurance Underwriting Prime Re Academy stands for reengineering the academic state-of-the-art into practical applications. It is a refinery of useful techniques and important methods, in which longstanding PRS experts train

More information

Comparison of the current and future General Conditions of Credit Suisse AG

Comparison of the current and future General Conditions of Credit Suisse AG Comparison of the current and future General Conditions of Credit Suisse AG Current General Conditions (2015) Future General Conditions (2017) General Conditions These General Conditions govern the relationship

More information

Butler Associates Financial Planners, Inc.

Butler Associates Financial Planners, Inc. Butler Associates Financial Planners, Inc. 10733 Sunset Office Drive Suite 259A St. Louis, MO 63127 314.842.6555 www.b-a-f-p.com Disclosure Brochure January 18, 2017 This brochure provides information

More information

Certificate of Advanced Studies (CAS)

Certificate of Advanced Studies (CAS) Certificate of Advanced Studies (CAS) Asset Management Swiss Finance Institute Swiss Offerings Certificate of Advanced Studies (CAS) in Banking with a focus on Asset Management In cooperation with : SFI

More information

Interim report. Helvetia Holding AG Your Swiss insurer.

Interim report. Helvetia Holding AG Your Swiss insurer. Interim report Helvetia Holding AG 2014 Your Swiss insurer. Interim results of Helvetia Holding AG Income statement 30.6.2014 1 31.12.2013 2 Change in CHF million Dividend income 66.6 84.4 Loan interest

More information

When Capital Creates Social Impact & Financial Returns Michael Baldinger CEO, RobecoSAM

When Capital Creates Social Impact & Financial Returns Michael Baldinger CEO, RobecoSAM When Capital Creates Social Impact & Financial Returns Michael Baldinger CEO, RobecoSAM Strength in diversity and equality Who we are ORIX Corporation Headquartered in Tokyo, established in 1964 in Japan

More information

DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS

DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS DEVELOPING FINANCIAL SERVICES PROFESSIONALS ABILITY TO OFFER TRUSTS AND ESTATE PLANNING ADVICE TO THEIR CLIENTS STEP CERTIFICATE FOR FINANCIAL SERVICES - TRUSTS AND ESTATE PLANNING, SINGAPORE Early Bird

More information

1H 2011 Results and Outlook

1H 2011 Results and Outlook VZ Holding Ltd Beethovenstrasse 24 CH-8002 Zurich Telephone: +41 44 207 27 27 Fax: +41 44 207 27 28 vermoegenszentrum.ch vzfinanzportal.ch VZ Group 1H 2011 Results and Outlook Zurich, 18 August 2011 Disclaimer

More information

GUARDCAP GLOBAL EQUITY FUND

GUARDCAP GLOBAL EQUITY FUND The Directors of GuardCap UCITS Funds plc (the Company ) whose names appear in the Directory of the Prospectus accept responsibility for the information contained in this Supplement. To the best of the

More information

Remuneration Report. 1 Principles

Remuneration Report. 1 Principles Remuneration paid to the Board of Directors and the Group Executive Board is tied to the generation of sustainable returns, thus creating an incentive to achieve long-term corporate success as well as

More information

The Swiss pensions bank your partner for holistic solutions

The Swiss pensions bank your partner for holistic solutions The Swiss pensions bank your partner for holistic solutions Typically Swiss: tradition meets innovation As the Swiss pensions bank, we just like William Tell uphold traditional values. With deep roots

More information

Seasoned International Tax Professionals

Seasoned International Tax Professionals International Tax INTERNATIONAL TAX Seasoned International Tax Professionals RYAN S TEAM OF SEASONED INTERNATIONAL TAX PROFESSIONALS PROVIDES IN-DEPTH EXPERTISE IN ALL AREAS OF INCOME TAX, TRANSFER PRICING,

More information

FLAT-RATE TAXATION IN SWITZERLAND

FLAT-RATE TAXATION IN SWITZERLAND FLAT-RATE TAXATION IN SWITZERLAND The new Federal Law on Expenditure Taxation: The Swiss parliament ratified the new Federal Law on Expenditure Taxation on 28 September 2012, which will regulate flat-rate

More information

Switzerland: Foreign Assets Protection and Tax Optimization

Switzerland: Foreign Assets Protection and Tax Optimization Switzerland: Foreign Assets Protection and Tax Optimization Presented by Goldblum and Partners Intax Expo, 23-24 of September 2013 Lotte Hotel, Moscow, Russia Agenda 2 Switzerland in general a short survey

More information

Preprint. Financial report. Consolidated financial statements of Helvetia Group. Consolidated income statement

Preprint. Financial report. Consolidated financial statements of Helvetia Group. Consolidated income statement Consolidated financial statements of Helvetia Group 70 71 Consolidated income statement Consolidated statement of comprehensive income 72 Consolidated balance sheet 74 76 Consolidated statement of equity

More information

Invitation to the Annual General Meeting of u-blox Holding AG. 10th ordinary General Meeting

Invitation to the Annual General Meeting of u-blox Holding AG. 10th ordinary General Meeting Invitation to the Annual General Meeting of u-blox Holding AG Dear Shareholder, We are pleased to invite you to the 10th ordinary General Meeting The general meeting will be held on April 25, 2017, at

More information

7. Further notes. Parent company Swiss Stock Exchange (SWX Swiss Exchange Association), Selnaustrasse 30, 8021 Zurich, Switzerland

7. Further notes. Parent company Swiss Stock Exchange (SWX Swiss Exchange Association), Selnaustrasse 30, 8021 Zurich, Switzerland 74 7. Further notes Name Location 7.1 Related parties Based on IAS 24, the following persons and entities qualify as related parties within the context of the SWX Group s normal business operations: Parent

More information

FinSA/FinIA: Impact on Offering Foreign Collective Investment Schemes into Switzerland

FinSA/FinIA: Impact on Offering Foreign Collective Investment Schemes into Switzerland Briefing November 2018 On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act (FinSA) and the Swiss Financial Institutions Act (FinIA). On 24 October 2018, the Swiss Federal Council

More information

BENEFITING FROM PROFESSIONAL TRUST SERVICES

BENEFITING FROM PROFESSIONAL TRUST SERVICES BENEFITING FROM PROFESSIONAL TRUST SERVICES A professional trust company offers just the right level of specialized services and support. All so you can spend more time doing what you enjoy. BENEFITING

More information

EDUCATION. THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration, Finance (2002) Graduated with Honors

EDUCATION. THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA Philadelphia, PA Master of Business Administration, Finance (2002) Graduated with Honors CURRICULUM VITAE DR. WERNER BONADURER (UPDATED FEBRUARY 2018) CONTACT INFORMATION Arizona State University e-mail: werner.bonadurer@asu.edu W.P. Carey School of Business website: wpcarey.asu.edu Department

More information

2008 Results and Outlook

2008 Results and Outlook VZ Group VZ Holding Ltd Beethovenstrasse 24 CH-8002 Zurich Telephone: +41 44 207 27 27 Fax: +41 44 207 27 28 vermoegenszentrum.ch vzonline.ch 2008 Results and Outlook Aarau Basle Berne Frankfurt Geneva

More information

The Waypoint Group at Morgan Stanley

The Waypoint Group at Morgan Stanley The Waypoint Group at Morgan Stanley 3635 Boardman Canfield Road Canfield, OH 44406 330-286-4400 / MAIN 800-535-0017 / TOLL-FREE 330-286-4388 / FAX As Financial Advisors, our role is to help you use your

More information

To the shareholders of VP Bank AG. Vaduz, 28 March Dear Shareholders

To the shareholders of VP Bank AG. Vaduz, 28 March Dear Shareholders VP Bank AG Aeulestrasse 6 9490 Vaduz Liechtenstein T +423 235 66 55 F +423 235 65 00 info@vpbank.com www.vpbank.com MwSt.-Nr. 51.263 Reg.-Nr. FL-0001.007.080 To the shareholders of VP Bank AG Vaduz, 28

More information

ACA CTA Joint Programme. Become an ICAEW Chartered Accountant and Chartered Tax Adviser

ACA CTA Joint Programme. Become an ICAEW Chartered Accountant and Chartered Tax Adviser ACA CTA Joint Programme Become an ICAEW Chartered Accountant and Chartered Tax Adviser business with CONFIDENCE icaew.com/aca-cta The Joint Programme at a glance The ACA CTA Joint Programme is a unique

More information