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GRiP Global Russian Investment Platform INVITES THE GLOBAL FUND MANAGERS TO RUSSIA … and give their funds a unique host ! GRIP Management AG is a joint.

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Presentation on theme: "GRiP Global Russian Investment Platform INVITES THE GLOBAL FUND MANAGERS TO RUSSIA … and give their funds a unique host ! GRIP Management AG is a joint."— Presentation transcript:

1 GRiP Global Russian Investment Platform INVITES THE GLOBAL FUND MANAGERS TO RUSSIA … and give their funds a unique host ! GRIP Management AG is a joint venture of Cbonds Group, St. Petersburg & PROSPEROUS Group, Zurich

2 GRiP Global Russian investment Platform Highlights No.1 Fund information platform for Russia/CIS, Ukrania, Kazakhstan (more to come) Best promotion opportunities for financial products in above region Unique through joint-venture: Business relation in Switzerland, Promotion in above region Closest to B2B/B2C financial market through information platform & large conferences Largest geographic coverage of one single fund platform, most tracked in above region GET LISTED ! Dial +41 76 519 2971 or write to phb@gmx.chphb@gmx.ch

3 Joint Venture Partners Cbonds Group (www.cbonds.info) Cbonds Group is a financial information provider offering coverage of capital markets in Russia, Ukraine and CIS. Founded in 2001 Offices: Russia (Saint-Petersburg), Ukraine (Kyiv), Representative in Kazakhstan (Almaty), Representative in Poland (Warsaw) from Aug, 2011 Cbonds has the following business lines: developing financial information websites (Cbonds.Info, Investfunds, PREQVECA) hosting specialized conferences in the field of financial markets, publishing activity (Cbonds Review Magazine and annual handbooks). COVERAGE Russia Ukraine Kazakhstan Belarus Other CIS Emerging Market Eurobonds Poland (in progress)

4 Joint Venture Partners PROSPEROUS Group (www.prosperous.ch) PROSPEROUS Group is an internationally active INVESTMENT & FINANCE group, a limited company under Swiss law, domiciled in Zurich, Switzerland. The mission behind PROSPEROUS Group’s strategy is to offer wealth management focused on Core Satellite strategies to private clients and asset management to institutional clients. PROSPEROUS Group has been founded in 1998, restructered in 2011. Currently, it contains 3 companies : * VFS Vitudurum Fund Selection * SSF Swiss Smart Finance * ProCap Prosperous Capital VFS is built up for the needs of Institutional Clients. We aim to create an excellence center for Core-Satellite strategies which will be supported by the research of a current PhD Thesis on this topic. SSF is focusing on serving international private clients mainly by wealth protecting and tax solutions “The Swiss Way”! Furthermore, we do build and connect a global wealth management partnership network. ProCap is the “service tool” to enable our investment strategies by organizing and creating the products requested.

5 Vision & Statements Vision 1. Build up and maintain the largest B2B/B2C Investment Product Platform for Russia/CIS, Ukraine, Kazakhstan (next to follow i.e. Poland, Balticum states,…) 2. Achieve added value through innovation, expertise and professional structure 3. Develop sustainable business partnerships through transparent information Statements Unique through innovation and maximum size Expertise through long-term experience Value through diversity Performance through selected fund profiles

6 Core Competence > Provide sustainable and transparent information service > Market research and creation of innovatives products > Match investment opportunities with changing investor needs > Develop markets, distribution and information platforms > Link investment performance to relevant demand Link successful people to… … successful people !

7 Business Overview Global Funds Global & regional strategies performed by Global Players and their selected products B2B & B2C Qualified & provident Investors a/o their Consultants Adviser / Contact relation Prosperous Group of Switzerland Russian/CIS, Ukranian, Kazakhstanian Fund Market Best market introduction opportunities presented by InvestfundS @ Cbonds Group

8 Fund Manager Allocation at launch (01.12.2012) SizeMutual Funds/Companies 5-30 ETFs 1-4 Big567 1 Mid81114172023 912151821 1013161922 Small2324252627 4 RegionGlobalUSAEuropeApacBRICGlobalEurope 1. Big & Mid Size: All asset classes, several regions, > 10 funds 2. Mid & Small Size: All a/o almost all asset classes, several regions, < 10 funds 3. Small Size: Single (niche) funds i.e. Alternatives, Trading strategies, HF, FoF,…

9 Website Structure (represented by www.investfunds.ru )www.investfunds.ru

10 GRiP Services Global - Russian Investment Platform Market Introduction Legal & Compliance Legal Representation 1.Main Service: Host & presentation on the LARGEST Russian investment fund platform 2. Additional Service: A) Sales support B) Online marketing C) Roundtables D) Conferences E) Various on request Business Development: Philippe H. Berthoud, MBA Board of Directors: Dr. Sergey Lyalin, President CEO : Sergey Zobov 1.Main Service: Documents verification at implementation (start) 2. Additional Service: A) Annual verification B) Education/Courses on legal industry reforms C) Support on agreements D) Various on request 1.Main Service: Registration of legal representation 2. Additional Service: A)Basic administration B)Office rent C) Organize legal, tax a/o accounting services D) Various on request

11 Trailer FeeBasic Fee Market Introduction Legal & Compliance Legal Representation = 10 Funds Euro 7’500.00 (Standard)Euro 12’500.00 (Premium)10 % ofManagement Fee > 10 Funds 12.5% ofManagement Fee Cost structure (as of October 2012) Euro 10‘000.00 (Standard)Euro 15‘000.00 (Premium)Euro 15‘000.00 (Standard)Euro 20‘000.00 (Premium)15 % ofManagement Fee > 30 Funds Above discribed basic price structure Basic price structure + additional handling cost per Fund => EURO 250.- p.a. Basic price structure + additional handling cost per Fund => EURO 200.- p.a. + + = =

12 Why should You get „more“ GRiP Economic - Russian GDP Growth of 4% p.a. - Large primary resources supported economy - Ongoing growth of people / companies wealth in the targeted region Population / Figures - Russia is the largest Internet Community in Europe (60 Mio.) - Investfunds holds direct access to some 1000 bank institutes, 450 asset management companies and all 160 Pension funds and its adviser. «Emerging Market» such as for - Product quantity and diversity - Global investment experiences of the General OVER ALL 1. InvestfundS : LARGEST RUSSIAN FUND PLATFORM 2. Perfect Management mix: Expertise, Experiences, Drive 3. Joint Venture : limited company under Swiss law > Business relation in Switzerland (Europe) > Funds / Product promotion at one of the regions most in demand !

13 Contact GRiP Management AG, Switzerland (in Gründung) c/o PROSPEROUS GROUP of Switzerland c/o InvestfundS @ Cbonds Group Wolleraustrasse 41A21A Pirogovskaja nab. BC „Nobel“ CH-8807 Freienbach / Pfäffikon SZRUS-194044 St. Petersburg, Russia +41 (0) 55 415 15.. (as of 15.11.2012)+7 812 336 9721 +41 (0) 76 519 2971 info@investfunds.ruinfo@investfunds.ru www.prosperous.ch www.investfunds.ru Mr. Philippe H. Berthoud, MBAMr. Sergey Zobov Direct: +41 76 519 2971Direkt: +7 812 336 9721, ext. 103 Mobile: +41 76 519 2971 CH Mobile: +7 921 300 0986 Mobile: +7 911 836 6908 RUS E-mail: Philippe.Berthoud@vfs-solutions.chEmail: szobov@cbonds.infoPhilippe.Berthoud@vfs-solutions.chszobov@cbonds.info

14 Background Philippe H. Berthoud, MBA (1966) Education Zurich University of Applied Sciences, School of Management and Law, Zurich (1994) MBA University of Zurich & Stanford (2005) Executive studies in Marketing & Sales, Finance, Change and Project Management PhD Thesis : Core Satellite Strategies (2012-15) Work Experience PROSPEROUS GROUPPartner, Co-Founder, Member of Investment Committee VFS Vitudurum Fund Select.Head Strategies & Markets SFG Group President & CEO, Founder (sold in 2009) GiF ZurichGlobal Head Marketing & Sales, Co-Founder (sold in 2009) STOXX Limited Head Marketing & Sales Europe JP Morgan Flemings Business development institutional clients Switzerland JML Group Financial Planning for HNWI‘s Credit SuisseCareer start plus 7yrs within portfolio & asset management


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