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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.
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GRiPGlobal 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 HighlightsNo.1Fund information platform for Russia/CIS, Ukrania, Kazakhstan (more to come)Best promotion opportunities for financial products in above regionUnique through joint-venture: Business relation in Switzerland, Promotion in above regionClosest to B2B/B2C financial market through information platform & large conferencesLargest geographic coverage of one single fund platform, most tracked in above regionGET LISTED !Dial +41 76 519 2971 or write to phb@gmx.ch
Joint Venture Partners Cbonds Group (www.cbonds.info)Cbonds Group is a financial information provider offering coverage ofcapital markets in Russia, Ukraine and CIS. Founded in 2001Offices:Russia (Saint-Petersburg), Ukraine (Kyiv), Representative in Kazakhstan (Almaty), Representative in Poland (Warsaw) from Aug, 2011Cbonds 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).COVERAGERussiaUkraineKazakhstan BelarusOther CISEmerging Market EurobondsPoland (in progress)
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 CapitalVFS 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. Joint Venture Partners
Vision & Statements Vision1. 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 structure3. Develop sustainable business partnerships through transparent informationStatements 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 demandLink successful people to… … successful people !
Business Overview Adviser / Contact relation Prosperous Group of Switzerland B2B & B2C Qualified & provident Investors a/o their Consultants 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
Fund Manager Allocation at launch (01.12.2012) 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,…
GRiP Services Global - Russian Investment Platform Business Development: Philippe H. Berthoud, MBA Board of Directors: Dr. Sergey Lyalin, President CEO : Sergey Zobov Market Introduction Legal & Compliance Legal Representation • 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 • 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 • Main Service: • Registration of legal • representation • 2. Additional Service: • Basic administration • 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 = = 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 regionPopulation / 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 GeneralOVER ALL1. InvestfundS : LARGEST RUSSIAN FUND PLATFORM2. Perfect Management mix: Expertise, Experiences, Drive3. Joint Venture : limited company underSwiss 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 c/o InvestfundS @ Cbonds Group Wolleraustrasse 41A 21A Pirogovskaja nab. BC „Nobel“ CH-8807 Freienbach / Pfäffikon SZ RUS-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.ru www.prosperous.ch www.investfunds.ru Mr. Philippe H. Berthoud, MBA Mr. Sergey Zobov Direct: +41 76 519 2971 Direkt: +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.ch Email: szobov@cbonds.info
Background Philippe H. Berthoud, MBA (1966) EducationZurich 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 ManagementPhD Thesis : Core Satellite Strategies (2012-15)Work ExperiencePROSPEROUS GROUP Partner, Co-Founder, Member of Investment CommitteeVFS Vitudurum Fund Select. Head Strategies & MarketsSFG Group President & CEO, Founder (sold in 2009)GiF Zurich Global Head Marketing & Sales, Co-Founder (sold in 2009)STOXX Limited Head Marketing & Sales EuropeJP Morgan Flemings Business development institutional clients SwitzerlandJML Group Financial Planning for HNWI‘sCredit Suisse Career start plus 7yrs within portfolio & asset management