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A Client Centric Approach A CLIENT CENTRIC APPROACH November 2015 SYZ WEALTH MANAGEMENT IN BRIEF A unique A wide A global corporate spectrum of coverage culture capabilities Client centric Discretionary mandates to cater our clients' Swiss banking group with organisation individual needs 21 locations worldwide, of which 15 Wealth Entrepreneurial spirit Advisory business with rich cross-asset Management expertise Strive for Investment professionals performance Global Investment Solutions with outstanding in 4 continents and 5 time expertise in hedge funds zones Fees based on performance Private Equity and Corporate Advisory services Close proximity to our through first-in-class partnerships clients, tailoring our approach to their needs Wealth planning with holistic approach Broad credit offering to leverage client assets and finance external investments Trading services with full-fledged trading desk 2/29 November 2015 SYZ HISTORY A SUCCESS STORY SINCE 20 YEARS 2015 2014 Corporate Advisory & Private Equity Services Acquisition of Royal Bank of Canada (Suisse) SA 2012 Dubai office SYZ Swiss Advisors launched 2011 Paris office Higgs boson’s existence is experimentally confirmed 2010 SYZ Asset Management founded The eruption of Icelandic volcano Eyjafjallajökull causes major 2009 disruption to air travel in Europe 1996 N+1 SYZ launched Banque SYZ founded OYSTER launched IBM’s Deep Blue Barack Obama elected beats World first African-American champion Kasparov president of the US 1st non-stop flight 2007 SpaceShipOne: the first ever private space flight around the world by balloon, piloted by Hong Kong office Bertrand Piccard and Brian Jones 1999 The launch of the iPod SYZ Bank & Trust Nassau revolutionises music- listening behaviour Lugano office 2000 2004 Locarno office 2001 ALBERTINI SYZ 2003 2002 gets banking licence London office Zurich ALBERTINI SYZ Luxembourg office office founded 3/29 November 2015 ERIC SYZ A TRUE ENTREPRENEUR Eric Syz is the majority shareholder and CEO of the SYZ Group. Eric Syz comes from a Zurich industrial family, which was notably among the founders of Credit Suisse and Zurich Insurance. He began his financial career on Wall Street in 1981. In 1984, he joined the Geneva-based private bank Lombard Odier & Cie, working in asset management, mergers & acquisitions, promoting and designing the group’s products and analysing hedge funds, a category in which he has built robust expertise since the 1980s. In 1996, he founded the SYZ Group with Alfredo Piacentini and Paolo Luban. Banque SYZ has enjoyed strong growth and is acknowledged by its peers as a true success story in the Swiss banking world. A major contemporary art collector, Eric Syz is one of the most respected figures in the Swiss banking sector and a key player in the sector’s transformation into a forward-looking financial centre. 4/29 November 2015 WHAT WE STAND FOR… ENTREPRENEURIAL SPIRIT CREATED FOR OUR CLIENTS CREATED TO PERFORM Independent We began by listening Expertise to our clients’ needs Founded by Specialisation true entrepreneurs We then built our bank to bring them real solutions Modern Free from conflicts investment style of interest Fees based on performance 5/29 November 2015 …AND WHAT SETS US APART Putting the client first Absolute performance Instead of asking our clients to adapt Our benchmark is absolute to our processes, our model is based performance, not a stock market index on our clients' real concerns We are clearly motivated to seek out the best asset managers and the highest performing products Capital protection is A comprehensive view our top priority of wealth The best way to make gains We take into account all of your wealth, is to avoid losses without limiting ourselves to your portfolio alone Aligning our interests An approach based on We are totally independent, enabling net return, after tax us to avoid conflicts of interest We take costs and the tax impact into Our remuneration depends consideration in our investment approach on our clients satisfaction 6/29 November 2015 WE ARE CREATED FOR OUR CLIENTS… CLIENT NEEDS SYZ OFFERING Taking into account our Customised offerings clients' real concerns CLIENT to cater individual needs Holistic approach Broad range of wealth to client needs management services SYZ EMPLOYEES Dedicated to Highest their clients professional standards 7/29 November 2015 …AND WE ARE CREATED TO PERFORM SELECTION ACTIVE OF THE BEST MANAGEMENT ASSET MANAGERS We invest independently Our objective is to provide of stock market indices PERFORMANCE the best asset management Our size gives us agility We supplement our in-house skills with the world’s best specialists RISK MANAGEMENT Extensive use of Use of products with hedging techniques asymmetrical profiles 8/29 November 2015 FINANCIALLY STRONG WITH CONTINUOUSLY GOOD TRACK RECORD CONTINUOUS GROWTH SOLID CAPITAL RATIO GOOD RATINGS CHF bn 60 +17% Baa2 40 by Moody's 40 29 29 25 16% 20 Tier-1 ratio in 2016 A2/P-1 0 for long-term/ 2012 2013 2014 2015 short-term deposits AuM of CHF 40bn in 2015 Estimated Tier-1 Group rated Baa2 on 21 May 2015 17% annual growth since 2012 ratio of 16% in 2016 Placed under review for possible downgrade on 23 July 2015 due to the announced acquisition of RBC (Suisse) SA 9/29 November 2015 SYZ GROUP OFFERING OVERVIEW OF OUR SERVICES AND EXPERTISE SYZ ASSET OYSTER OYSTER SYZ AM MANAGEMENT Funds Alternative Funds Independent Asset Private clients SYZ Swiss Advisors Managers Advisory/ Global Investment Discretionary SYZ WEALTH Research Solutions MANAGEMENT Wealth Credit Trading planning 10/29 November 2015 SYZ ASSET MANAGEMENT A SUCCESSFUL BOUTIQUE PLAYER Multi-boutique offering Clear commitment focused on active management to performance expressed Equities: Europe, Italy, US, Japan, through 5 principles Emerging Markets, Global, High Dividend, Alpha generation Market Neutral Focused portfolios Fixed Income: CHF, EUR, EUR Corporate, USD, High Yield, Convertibles, Flexible Non-dogmatic investments Multi-Asset: Absolute Return, Diversified, Unrestrained fund management Real Return Inflation linked, Active Innovation Protection. Multi-Manager: Alternative investments Comprehensive Swiss and international investment teams institutional client base Experienced managers Pension funds, insurers, and team members corporates and investment funds Pure play strategists Investing either through the Proven track record Group’s investment funds or via segregated mandates 11/29 November 2015 SYZ ASSET MANAGEMENT WITH SPECIAL FUND OFFERING AND EXPERTISE OYSTER FUNDS OYSTER ALTERNATIVE SYZ AM FUNDS UCITS Luxembourg SICAV Selecting hedge funds and Swiss-domiciled funds for with pan-European and managing multi-manager funds is Swiss institutional investors Asian distribution one of the Group’s long-standing skills Focused on CHF fixed 26 strategies in the major asset SYZ’s 19-year track record is one income strategies classes and niche strategies of the longest in Europe Top-performing funds aimed A diversified single- and multi-strategy at a professional market alternative products offering Effective mix of in-house and external fund managers Recognised fund brand (ranked #34 in the Top 50 preferred fund brands in Europe1) 1: Fund Buyer Focus/Morningstar 2014 ranking 12/29 November 2015 Note: Some funds may be restricted to qualified investors only and/or to certain jurisdictions SYZ WEALTH MANAGEMENT OUR OFFERING GLOBAL DISCRETIONARY INVESTMENT ADVISORY/ INVESTMENT MANAGEMENT PROCESS RESEARCH SOLUTIONS WEALTH ONLINE CREDIT TRADING PLANNING BANKING 13/29 November 2015 DISCRETIONARY VARIOUS PROFILES MANAGEMENT TO CATER OUR CLIENTS’ NEEDS Fixed Alternatives Equities Cash income 3% Defined risk budget Absolute High liquidity High 15% 62% 20% Return Low FX risk 5% Dividend stocks 100% Open Architecture Funds Medium 15% 40% 40% Equities Stock-picking 100% Fixed High Yield or EM bias 15% 23% 52% 10% Moderate Income Income generation SPECIAL PROFILES STANDARD PROFILES STANDARD 13% 10% 62% 15% Oriented on protection Low CPI + against inflation No strict minimum size for special mandates Management fine-tuned to take into account but ideally above USD/EUR/CHF 1mio local tax rules FX : managed as an asset class Reference currencies : CHF/USD/EUR/GBP/CAD/SEK 14/29 November 2015 INVESTMENT HOW WE INVEST PROCESS Example: Portfolio management – Discretionary mandates CIO / Strategy Committee Discretionary Portfolio Management Team ACTOR Client via Relationship manager Market Strategy Model Profile Implemen- Client Analysis Grid Portfolio definition tation Portfolio PROCESS RISK CONTROL In-house Expected bottom-up returns analysis Volatility Restr. Man. Neutral review Tools Top Down Fund points analysis analysis OW /UW TOOLS Performance Fiscal review rules Forecasts/ Risk 3rd party Modelling analysis analysis 15/29 November 2015 ADVISORY/ A CROSS-ASSET RESEARCH GLOBAL EXPERTISE SYZ ASSET MANAGEMENT EXTERNAL BROKERS 34 UCITS funds 20 brokers access Macro analysis/Tactical allocation SYZ FUND RESEARCH SYZ TRADING Fund analysis 8 experts (Equities, Bonds, FX, Open architecture ADVISORY Structured products) • Global Equities • Alternative Investments • Global Bonds • Structured • FOREX Products ADVISORY TO ADVISORY TO DIRECT ADVISORY EXTERNAL ASSET RELATIONSHIP TO CLIENTS MANAGERS MANAGERS 16/29 November 2015 ADVISORY/ …WITH A WIDE OFFERING RESEARCH Our strengths Our offer Global Equity selection Active Equity & Bonds lists Global Bond selection Weekly investment note Hedge Funds selection (GIS) Company notes FX advisory Flash notes to RMs & Clients
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