Private Wealth Management Private Wealth Management & Family - - PowerPoint PPT Presentation
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 P dagogique dagogique Pour l Cours STIC- Cours STIC
What is What is it it? ?
Pour l Pour l’ ’exercice N5 : exercice N5 : Format P Format Pé édagogique dagogique Cours STIC Cours STIC-
I /Master Maltt/ TECFA TECFA/ Uni Gen / Uni Genè ève. ve. Cr Créé éé par J.M. par J.M. Jan Jan-
Fev 2007
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 using the Reload software for E using the Reload software for E-
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 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 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 pictures: Google
Client Managing Company Financial Asset Management Trust & Corporate Structuring Family Services
Your assets are deposited with the best Banks
The investment style is tailored to optimize your wealth and comfort mfort
Our investment philosophy is a dynamic approach to asset allocation tion
Which means that no static allocation is forced on your investments. We
do not provide you with an index to provide you with an index to invest in, but we invest in, but we actively actively allocate your funds allocate your funds
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 approaches: roaches:
Discretionary Investment Management
The investment decisions decisions are our responsibility are our responsibility
Extensive discussion about your personal situation will underline your return targets ne your return targets
We will explain our strategy and tactics of delivering investment returns nt returns
Together with you we regularly review your investment portfolio
Active Advisory Investment Management
You make all investment decisions
We advise advise on investment strategy, proactively search for suitable investm
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 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
Trust, Foundation, Company Asset custody In Private Bank Managing Company Client
Asset Management Mandate Investment Management Asset Ownership Asset Deposit
Financial products that are not freely traded on financial markets ets but have been tailor but have been tailor-
made to your needs
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 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 always guaranteed to be paid back to you. always guaranteed to be paid back to you.
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 Custodian Bank. Custodian Bank.
The Company clearly can not transfer assets out.
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 resources combined with the Company resources combined with the Company’ ’s undivided attention and s undivided attention and professionalism. professionalism.
A general overview regarding the services offered by a Wealth Management Wealth Management Company Company to their clients to their clients