Transcript GRIP Management AG
GR i P
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
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 [email protected]
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)
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.
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
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 !
Business Overview
Adviser / Contact relation
Prosperous Group of Switzerland
Global Funds
Global & regional strategies performed by Global Players and their selected products
Russian/CIS, Ukranian, Kazakhstanian Fund Market
Best market introduction opportunities presented by
InvestfundS
@ Cbonds Group
B2B & B2C
Qualified & provident Investors a/o their Consultants
Fund Manager Allocation at launch (01.12.2012)
ETFs 1-4 Size Mutual Funds/Companies 5-30 Big Mid Small
5 8 9 10 23 6 11 12 13 24 7 14 15 16 25 17 18 19 26 20 21 22 27 1 2 3 4
Region Global USA Europe Apac BRIC Global Europe
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,…
Website Structure (represented by www.investfunds.ru
)
Board of Directors:
Dr. Sergey Lyalin, President
CEO :
Sergey Zobov
GRiP Services
Global - Russian Investment Platform Business Development:
Philippe H. Berthoud, MBA
Market Introduction
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
Legal & Compliance
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
Legal Representation
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
Cost structure
(as of October 2012)
Basic Fee Trailer Fee Market Introduction
+
Legal & Compliance
= +
Legal Representation
=
Euro 7’500.00 (Standard) Euro 12’500.00 (Premium)
Euro 10‘000.00 (Standard) Euro 15‘000.00 (Premium) Euro 15‘000.00 (Standard) Euro 20‘000.00 (Premium)
10 % of Management Fee 12.5% of Management Fee 15 % of Management Fee = 10 Funds Above discribed basic price structure > 10 Funds Basic price structure + additional handling cost per Fund => EURO 250.- p.a.
> 30 Funds Basic price structure + additional handling cost per Fund => EURO 200.- p.a.
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 !
Contact
GRiP Management AG, Switzerland (in Gründung)
c/o PROSPEROUS GROUP of Switzerland Wolleraustrasse 41A CH 8807 Freienbach / Pfäffikon SZ +41 (0) 55 415 15.. (as of 15.11.2012) +41 (0) 76 519 2971 www.prosperous.ch c/o InvestfundS @ Cbonds Group 21A Pirogovskaja nab. BC „Nobel“ RUS-194044 St. Petersburg, Russia +7 812 336 9721 [email protected]
www.investfunds.ru
Mr. Philippe H. Berthoud, MBA Direct: +41 76 519 2971 Mobile: +41 76 519 2971 CH Mobile: +7 911 836 6908 RUS E-mail: [email protected]
Mr. Sergey Zobov Direkt: +7 812 336 9721, ext. 103 Mobile: +7 921 300 0986 Email: [email protected]
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 GROUP Partner, Co-Founder, Member of Investment Committee VFS Vitudurum Fund Select. Head Strategies & Markets SFG Group GiF Zurich President & CEO, Founder (sold in 2009) Global Head Marketing & Sales, Co-Founder (sold in 2009) STOXX Limited JP Morgan Flemings JML Group Credit Suisse Head Marketing & Sales Europe Business development institutional clients Switzerland Financial Planning for HNWI‘s Career start plus 7yrs within portfolio & asset management