SBS Finan nance AG AG SBS provides a comprehensive range of - PDF document

SB SBS Fin inance nce AG The Ext External Asse set Manager The Conc oncept ept Private te Wealth Ma Management Famil ily Wealth Adm dministr inistration on Inv nvestm estment Phil hiloso osophy Inv nvestm estment proc ocess ess Co Compa mpany Inco ncorpora poration on and Adminis inistrati tion on is a Swiss company which specializes in servicing the needs of Creatin ing a Found oundati ation on high net worth individuals and families. The firm’s head office is in Zug, Switzerland, with a Contact us: Cont us: representation office in Zurich and representatives located in the Middle East. SBS Finan nance AG AG SBS provides a comprehensive range of services to its Chamerstrasse 79 international clientele in the finest Swiss traditions of CH-6300 ZUG neutrality, efficiency and discretion. The firm focuses TEL. +41-41-710 10 30 on servicing the increasingly complex investment and FAX. +41-41-710 10 33 financial planning needs of individuals and families in the areas of Private and Family Wealth info@sbsfina info@s sfinance.c .ch Management as well as Company Incorporation and Administration. SBS is a member of VQF the largest official self regulating organisation (SRO) recognized by the Swiss Federal Department of Finance. Please read SBS Finance AG “Terms Of Use And Important Legal Information” before proceeding. None of the information contained on this web site constitutes an offer of, or an invitation to purchase, any product or service in any jurisdiction in which such offer or invitation would be unlawful..

SB SBS Fin SB SBS Fin inance inance nce AG nce AG The Ext The Ext External Asse External Asse set Manager set Manager The Conc The Conc oncept oncept ept ept Private Private te Wealth Ma te Wealth Ma Management Management Famil Famil ily Wealth Adm ily Wealth Adm dministr dministr inistration inistration on on Inv Inv nvestm nvestm estment Phil estment Phil hiloso hiloso osophy osophy (also called Inv Inv nvestm nvestm estment proc estment proc ocess ocess ess ess External Asset Manager) is a neutral and trustworthy Co Compa Co Compa mpany Inco mpany Inco ncorpora ncorpora poration poration on and on and person with professional expertise to assist you in Adminis Adminis inistrati inistrati tion tion on on managing and safeguarding your wealth. It is also a person belonging to an organization having the required Creatin Creatin ing a Found ing a Found oundati oundati ation ation on on infrastructure and knowledge to back him up giving the best possible advice and services to his client. This Cont Contact us: Cont Contact us: us: us: organization should be recognized and honoured by legal SBS Finan SBS Finan nance AG nance AG AG AG entities and must have a recognized and sound record. Chamerstrasse 79 Chamerstrasse 79 THE MANAGER HAS NO RIGHTS TO CH-6300 ZUG CH-6300 ZUG WITHRDRAW PLEDGE OR TRANSFER ALL OR TEL. +41-41-710 10 30 TEL. +41-41-710 10 30 PART OF THE ASSETS UNDER MANAGEMENT. FAX. +41-41-710 10 33 FAX. +41-41-710 10 33 Not only the country, but also the city where the company info@s info@s info@sbsfina info@sbsfina sfinance.c sfinance.c .ch .ch is located can influence dramatically its ability in efficiently transforming information into strategies and plans and supporting the manager and consequently the client in the best possible way. Depending on the nature of the activities of a client and the amount of discretion, help and support as well as his other interests, the choice of the best reputed place for the achievement of these particular targets has to be well taken into consideration. An independent asset manager should be in a position to speak your language to understand your culture to meet you frequently and to assist you in business as well as in private situations. This belongs to his responsibilities. Please read SBS Finance AG “Terms Of Use And Important Legal Information” before proceeding. None of the information contained on this web site constitutes an offer of, or an invitation to purchase, any product or service in any jurisdiction in which such offer or invitation would be unlawful..

he best way to describe the role of an independent asset manager is to think in terms of a triangular relationship, i.e. client, bank, asset manager. You, as the client, maintain an account at a bank of your choice while you entrust a mandate to manage your portfolio to ourselves as your asset manager. This mandate is regulated by a contract in which you determine with our assistance your objectives in terms of investments/strategies/risk SBS Fin SB SBS Fin SB inance inance nce AG nce AG profile and then authorize us to invest your assets within the parameters so determined. The Ext The Ext External Asse External Asse set Manager set Manager The Conc The Conc oncept oncept ept ept he authority you grant to us is strictly limited to Private Private te Wealth Ma te Wealth Ma Management Management managing your assets; however, it does not embody any authority for us to transfer and/or Famil Famil ily Wealth Adm ily Wealth Adm dministr dministr inistration inistration on on withdraw any funds. Since we are no brokers, Inv Inv nvestm nvestm estment Phil estment Phil hiloso hiloso osophy osophy you do not have to worry about commissions on buying and selling or on transactions. Inv Inv nvestm nvestm estment proc estment proc ocess ocess ess ess Compa Compa Co Co mpany Inco mpany Inco ncorpora ncorpora poration poration on and on and Adminis Adminis inistrati inistrati tion tion on on Ban anks & Brok Brokers: s: Creatin Creatin ing a Found ing a Found oundati oundati ation ation on on Press ssur ure to to se sell ll own own produ duct cts and meet targets. Inv nvestm estment bankin king confli flict cts. s. Cont Contact us: Contact us: Cont us: us: Depend epend on on co commissi issions. ons. SBS Finan SBS Finan nance AG nance AG AG AG Fund Man anage gers: Chamerstrasse 79 Chamerstrasse 79 CH-6300 ZUG CH-6300 ZUG Press ssur ure to to se sell ll own own produ duct cts. s. TEL. +41-41-710 10 30 TEL. +41-41-710 10 30 Sal alesm smanship ip more ore imp mportant than stew ewards dship hip. FAX. +41-41-710 10 33 FAX. +41-41-710 10 33 info@sbsfina info@s info@sbsfina info@s sfinance.c sfinance.c .ch .ch Client Bank SBS Finance AG XYZ in Switzerland (your asset manager) Please read SBS Finance AG “Terms Of Use And Important Legal Information” before proceeding. None of the information contained on this web site constitutes an offer of, or an invitation to purchase, any product or service in any jurisdiction in which such offer or invitation would be unlawful..

eople are today faced with more challenges than ever in investing and safeguarding their wealth. inancial institutions have become “manufacturers” of financial “products” whose SB SBS Fin SBS Fin SB inance inance nce AG nce AG interests often conflict with those of their clients. Firms exert intense pressure on employees to meet The Ext The Ext External Asse External Asse set Manager set Manager targets to satisfy shareholders and CEOs. Clients The Conc The Conc oncept oncept ept ept do not always receive the highest priority. Private Private te Wealth Ma te Wealth Ma Management Management Famil Famil ily Wealth Adm ily Wealth Adm dministr dministr inistration inistration on on n addition, private investors are faced with an Inv Inv nvestm nvestm estment Phil estment Phil hiloso hiloso osophy osophy astonishing array of complex investment Inv Inv nvestm nvestm estment proc estment proc ocess ocess ess ess alternatives in an increasingly uncertain world. Allocating capital to different investment Co Co Compa Compa mpany Inco mpany Inco ncorpora ncorpora poration poration on and on and opportunities requires considerable time and Adminis Adminis inistrati inistrati tion tion on on analysis. Creatin Creatin ing a Found ing a Found oundati oundati ation ation on on Cont Contact us: Contact us: Cont us: us: SBS Finan SBS Finan nance AG nance AG AG AG Chamerstrasse 79 Chamerstrasse 79 CH-6300 ZUG CH-6300 ZUG TEL. +41-41-710 10 30 TEL. +41-41-710 10 30 FAX. +41-41-710 10 33 FAX. +41-41-710 10 33 info@s info@s info@sbsfina info@sbsfina sfinance.c sfinance.c .ch .ch is independent. This means we have no external shareholders, no “products” of our own, no obligations to sell “products” for any other organization and no “selling targets”. SBS works with each client to understand his or her unique needs, and provides independent advice in constructing an efficient investment portfolio tailored to the specific situation. Each client enters into an individual Management Agreement with SBS. The client selects one or more banks to custody his or her assets. If required, SBS provides objective advice and assistance in this regard. In managing the client’s portfolio, SBS transacts directly with the bank(s). Please read SBS Finance AG “Terms Of Use And Important Legal Information” before proceeding. None of the information contained on this web site constitutes an offer of, or an invitation to purchase, any product or service in any jurisdiction in which such offer or invitation would be unlawful..