Private Wealth Management Private Wealth Management & Family Services & Family Services What is it it? ? What is Pour l’ ’exercice N5 : exercice N5 : Format P Format Pé édagogique dagogique Pour l Cours STIC- Cours STIC - I /Master Maltt/ I /Master Maltt/ TECFA TECFA/ Uni Gen / Uni Genè ève. ve. Créé éé par J.M. par J.M. Jan- -Fev 2007 Fev 2007 Cr Jan
Brief presentation Brief presentation � � This presentation was created for academical purpose only for This presentation was created for academical purpose only for exercice N5 of the STIC seminary in order to realize a Test exercice N5 of the STIC seminary in order to realize a Test- -Lesson Lesson using the Reload software for E using the Reload software for E- -learning packages and Learning learning packages and Learning Design. Design. � � In this slides’ ’ presentation I would like to show you what is the presentation I would like to show you what is the In this slides Private Wealth Management and what do we mean under the Private Wealth Management and what do we mean under the Family Services? Family Services? � � The definitions of this presentation were taken from the webside The definitions of this presentation were taken from the webside of of CBF financial company where I have been working. CBF financial company where I have been working. � � Source for texte&graphes: CBF SA CBF SA financial company in Geneva financial company in Geneva Source for texte&graphes: � � Source for pictures: Google Source for pictures: Google
Summary Summary 1. Wealth Management 1. Wealth Management 2. Family Services 2. Family Services
Graphe 1 Graphe 1 � The structured pyramid of the relationships � The structured pyramid of the relationships between a client and a managing company between a client and a managing company Client Managing Company Trust & Financial Family Corporate Asset Management Services Structuring
Wealth Management Wealth Management 1. Financial 1. Financial Asset Management Asset Management 2. Market Investments 2. Market Investments 3. Structured Products 3. Structured Products 4. Alternative Investments 4. Alternative Investments 5. Relationships with custodian banks 5. Relationships with custodian banks
Financial Asset Management Asset Management Financial applied in a private company applied in a private company � � • Your assets are deposited with the best Banks Your assets are deposited with the best Banks • � � • • The investment style is tailored to optimize your wealth and co The investment style is tailored to optimize your wealth and comfort mfort � � • Our investment philosophy is a dynamic approach to asset alloca Our investment philosophy is a dynamic approach to asset allocation tion • � � ents. We do not do not provide you with an index to • Which means that no static allocation is forced on your investm Which means that no static allocation is forced on your investments. We provide you with an index to • actively allocate your funds invest in, but we actively invest in, but we allocate your funds � � • Our independence is a guarantee that we always choose the best Our independence is a guarantee that we always choose the best investment opportunities for our clients. investment opportunities for our clients. • � � • • When entrusted with management of your assets we employ two app When entrusted with management of your assets we employ two approaches: roaches: � � � � Discretionary Investment Management Discretionary Investment Management � � � decisions are our responsibility � The investment decisions • The investment are our responsibility • � � • • Extensive discussion about your personal situation will underli Extensive discussion about your personal situation will underline your return targets ne your return targets � � • • We will explain our strategy and tactics of delivering investme We will explain our strategy and tactics of delivering investment returns nt returns � � • Together with you we regularly review your investment portfolio Together with you we regularly review your investment portfolio • � � � � Active Advisory Investment Management Active Advisory Investment Management � � � � • • You make all investment decisions You make all investment decisions � advise on investment strategy, proactively search for suitable investm � We advise • We on investment strategy, proactively search for suitable investment products, provide ent products, provide • recommendations and execute your investment decisions recommendations and execute your investment decisions � � • • Our Independence ensures that we are not tied exclusively to an Our Independence ensures that we are not tied exclusively to any financial institution and will find the most y financial institution and will find the most suitable investment product for your needs suitable investment product for your needs
Graphe 2 Graphe 2 Essentiel overview of Wealth Management Essentiel overview of Wealth Management Managing Asset Management Client Company Mandate Asset Deposit Investment Management Asset Ownership Trust, Asset custody Foundation, In Private Bank Company
Market Investments Market Investments � Our relationship network allows to source � Our relationship network allows to source on your behalf any tradable market on your behalf any tradable market security, commodity or fund, across most security, commodity or fund, across most currencies and geographic zones. currencies and geographic zones.
Structured Products Structured Products � � • Financial products that are not freely traded on financial mark Financial products that are not freely traded on financial markets ets • but have been tailor but have been tailor- -made to your needs made to your needs � � • • These products vary greatly and include high yield capital These products vary greatly and include high yield capital guaranteed products, where the yield depends on interest rates, guaranteed products, where the yield depends on interest rates, commodity prices, currency exchange rates or other variables, commodity prices, currency exchange rates or other variables, � � • We source such products through our own network of relationship We source such products through our own network of relationships s • with the best investment banks in the market place. with the best investment banks in the market place. � The return on the investments can vary but invested capital is is � • The return on the investments can vary but invested capital • always guaranteed to be paid back to you. always guaranteed to be paid back to you. � �
Alternative Investments Alternative Investments � Our independence and network of � Our independence and network of relationships allows to source for you relationships allows to source for you attractive off- -market opportunities market opportunities attractive off available to restricted circle of investors, in available to restricted circle of investors, in private equity, real estate, etc. private equity, real estate, etc.
Graphe 3 Graphe 3 � The core of a Private Wealth Management � The core of a Private Wealth Management company is in: company is in:
Relationships with custodian banks Relationships with custodian banks � � • Your Wealth Management Company (the Company, hereafter) has Your Wealth Management Company (the Company, hereafter) has • a Portfolio Management Agreement with you, but your assets are a Portfolio Management Agreement with you, but your assets are deposited with a custodian bank. deposited with a custodian bank. � � • • The Company is only authorized to manage your assets within the The Company is only authorized to manage your assets within the Custodian Bank. Custodian Bank. � � • The Company clearly can not transfer assets out. The Company clearly can not transfer assets out. • � � • The Company open accounts with the best of the Geneva or The Company open accounts with the best of the Geneva or • international private banks which are most suited to your needs. international private banks which are most suited to your needs. � � • You get the best of both worlds: Custodian Bank administrative You get the best of both worlds: Custodian Bank administrative • resources combined with the Company resources combined with the Company’ ’s undivided attention and s undivided attention and professionalism. professionalism.
Family Services Family Services � A general overview regarding the services offered by a � A general overview regarding the services offered by a Wealth Management Company Company to their clients to their clients Wealth Management
The End The End
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