Total  Wealth  Symposium  Las  Vegas  -­‐  October  2013  

Turnkey  Solu,ons  for  Global  Wealth  Management    

Daniel  Zurbrügg  CFA,  Managing  Partner  

Our  Company  

•  Swiss  investment  management  company  •  Truly  independent  –  100%  management  owned  

•  Focus  on  serving  US  clients  •  Registered  Investment  Advisor  (RIA)  

  United  States  -­‐  SecuriKes  and  Exchange  Commission  (SEC)    Switzerland  -­‐  Financial  Services  Standards  AssociaKon  (VQF  SRO)  under  Financial  

Market  Supervisory  Authority  (FINMA)    

•  ‘Global  Macro’  manager  –  True  internaKonal  focus  

•  Experienced  Swiss-­‐American  team  

•  Global  experKse  and  partner  network  •  Compliant  private  banking  partners  for  US  clients  

•  Offices  located  in  Zurich,  Switzerland  

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Services  Offered  

•  Personalized  advisory  •  Client  specific  solu,ons  

  Independent  investment  advice    HolisKc  ‘Family  Office’  style  support    Professional  partners  network  support  

•  Ac,ve  global  investment  management    Management  of  risk  and  return    Balanced  asset  protecKon  and  growth  

•  Transparent  management  reporKng    Daily  online  reporKng  access  and  regular  client  updates  

•  Fixed  fee  discreKonary  management    Simple  declining  fee  scale    Minimum  investment  USD  750’000    5-­‐7  year  investment  horizon  

 

 

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Where  we  fit  in  

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Global  Wealth  Management:  1+1+1=5  

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Complementary Services

Asset Protection

Asset Management Global  Investment  Management  +  

Offshore  Asset  Protec,on  +  Complementary  Services  =  

TURNKEY  SOLUTION  FOR  MAXIMUM  VALUE  

Family  Office  Approach  -­‐  Turnkey  SoluKons  

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Accounting Partners Advice

Compliant Private

Banking

Legal Partners Advice

Family Office

Services

Family  Office  Approach  Using  our  experience  and  network  of  professional  partners  to  define  soluKons  that  support  a  client’s  total  wealth  management  plans.    Pursuing  client  focused  solu,ons  •  Understand  the  big  picture  •  Discuss  and  explore  individual  client  goals,  needs  and  concerns  

•  Formulate  an  integrated  soluKon  to  saKsfy  clients’  needs  

•  Coordinate  the  partners  to  provide  specialist  advice  

•  Support  in  all  phases  of  the  wealth  management  process  

•  Provide  ongoing  personal  reporKng  and  support  

SWISS  INFINITY

Global  Wealth  Management  –  A  mulKdemensional  concept  

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ACCOUNTING CPA

ASSET CUSTODY

LEGAL ADVICE

FAMILY OFFICE SERVICES

INVESTMENT MANAGEMENT

Our  Global  Macro  Strategy    

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     We  focus  on  idenKfying  structural  changes  in  the  global  economy  and  the  value  drivers  created  thereof.    

       We  invest  in  a  very  broad  range  of  investments,  distributed  across  the  world.    

       Then  we  seek  to  capitalize  on  up-­‐  and  down  movements  of  these  markets  and  follow  an  acKve  and  dynamic  approach  when  we  manage  investment  porholios  

   

Key  Investment  Themes  

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•  Global  Rebalancing  –  From  the  West  to  the  Rest  •  Reserve  Currencies  –  Diminishing  Status  

•  Aging  of  the  West  –  Changing  Demographics  •  Changing  Lifestyle  –  live  healthier  and  longer  

•  Infrastructure  Spending  –  rising  returns  for  public  investments  

•  Water  and  water  distribu,on  •  Energy  &  Commodi,es  

•  From  a  bi-­‐polar  world  to  a  mul,polar  world  

•  Comeback  of  Europe  •  From  Emerging  Markets  to  Developed  Markets  

•  Technology  and  Produc,vity  Growth  

Our  Global  Macro  Strategy  

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Disclosure: The model is an actively managed portfolio that tracks our investment decisions. It is not actually invested. The model was developed by one of Swiss Infinity’s managing partners and has been utilized at a previous company. The history includes an original period of back-testing and some history of work done by the managers at their previous company. Client portfolios are defined based on the model at start but may differ from the model.

«Tracking  ‘Big  Picture’  global  economic  changes  to  iden8fy  risks  &  poten8al  rewards»    

•  Truly  global  strategy  •  AcKvely  managed  •  Porholio  approach  –  exploit  asset  differences  and  control  risk  

•  TradiKonal  and  non-­‐tradiKonal  investments  bonds,  equiKes,  alternaKves,  currencies  

•  DiversificaKon  –  regions,  currency,  industries  etc.  

•  Monitor  &  control  

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xed    Value

 (US$)  

Global  Macro  Balanced  

MSCI  World  Index  

Our  Global  Macro  Strategy  includes..  

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•  Global  Currencies  (such  as  CHF,  AUD,  NOK,  AUD,  NZD,  BRL,  etc.)  •  Typically  90%+  is  invested  outside  the  U.S.  Dollar  /  U.S.  

•  Global  Equi,es    Focus  on  certain  sectors  such  as  healthcare,  technology,  commodiKes    Focus  on  clearly  defined  quality  criteria  when  selecKng  such  investments  (this  

analysis  includes  financial  factors  as  well  as  quality  and  technical  factors)  

•  Global  Bonds;  high  quality  corporate  bonds  in  various  foreign  currencies  •  Precious  Metals;  physical  metal  only  (no  paper  gold,  ETF’s,  etc.)  

•  Other  Alterna,ve  Investments  (such  as  real  estate)  

•  Short-­‐term  opportuni,es  /  trading  ideas  •  Ac,ve  Management  including  hedging  

Why  Swiss  Infinity?  

Swiss  Infinity  is  a  dedicated  independent  provider  of  personalized  internaKonal  wealth  management  soluKons  for  US  clients  

•  Truly  independent  –  Client  focused  management    100%  management  owned,  no  conflicts  of  interest  

•  US  client  focused    Specific  experience  with  and  understanding  of  US  client  needs  

•  Registered  Investment  Advisor      In  the  USA  (SEC)  and  in  Switzerland  (VQF,  FINMA)  

•  Experienced  internaKonal  team  and  partner  network    Assist  with  all  aspects  of  a  client’s  internaKonal  wealth  management  

•  Deep  investment  understanding    Global  economics,  financial  markets  and  porholio  management  

11  «We  consider  ourselves  as  partners  with  our  clients»  

Why  Switzerland?  

•  No.  1  banking  place  in  the  world  

•  Long  tradiKon  of  private  banking  

•  Know  how  in  investment  management  

•  Neutrality  and  poliKcal  stability  

•  Strong  currency  

•  World  wide  connected  banking  system    

12  «We  consider  ourselves  as  partners  with  our  clients»  

How  to  get  it  done!  

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A  Step-­‐by-­‐Step  Guide  to  Global  DiversificaKon  

WORKSHOP  TODAY  AT    5.20pm  

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Contact  us  Poshach  1919,  CH-­‐8021  Zürich  

 Switzerland  Tel  +41  44  200  2310  Fax  +41  44  200  2319  

info@swissinfinity.ch  /  www.swissinfinity.ch  

Disclosure: Swiss Infinity is an investment advisor registered in Switzerland and in the United States. The goal of these registrations is to protect investment clients. This is facilitated by oversight and by mandating investment advisors to provide clear and transparent disclosure of details deemed critical to an investment client’s selecting and monitoring of an advisor. Swiss Infinity will always strive to put the interests of clients first and to pursue success for clients in a conscientious and prudent manner. To this end we are pleased to have secured registered investment advisor status to illustrate our commitment to our clients and to be able to further increase our efforts to support the development of our professional partnership with our clients. We invite you to contact us with any questions you may have about our firm. Additional information about Swiss Infinity Global Investments GmbH is available on the SEC’s website at www.adviserinfo.sec.gov Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.