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Bernard Droux Chairman Geneva Financial Center

Bernard Droux Chairman Geneva Financial Center. Switzerland as a Hub for Asset Management Bernard Droux Chairman Geneva Financial Center Swiss Arab Wealth Management Forum April 10, 2013 Geneva. Top 20 Global Financial Centres. Chicago Toronto San Francisco Washington D.C

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Bernard Droux Chairman Geneva Financial Center

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  1. Bernard Droux Chairman Geneva Financial Center www.geneve-finance.ch

  2. Switzerland as a Hub for Asset Management Bernard Droux Chairman Geneva Financial Center SwissArabWealth Management Forum April 10, 2013 Geneva

  3. Top 20 Global Financial Centres • Chicago • Toronto • San Francisco • Washington D.C • Vancouver • Montreal • Calgary • Luxembourg • Sidney • Vienna • London • New York • Hong Kong • Singapore • Zurich • Tokyo • Geneva • Boston • Seoul • Frankfurt Source:The Global Financial Centres Index 13, Z/Yen Group, London – March 2013Infographie: Geneva Financial Center – March 2013

  4. Largest financial centers for transnational private savings(US$ 7’800 billion - figures 2011) US$ 2’100 billion Note: Offshore AuM is AuM held in a country that is not the client’s residence.1) Predominantly Miami and New York2) Includes Dubai and Monaco Source:Global Wealth 2012, Boston Consulting Group Infography: Geneva Financial Center – June 2012

  5. Geneva : world leader in commodity trade finance • Over 400 trading companies • 8’000 direct employees • 1/3 of the exported oil is handled through Geneva traders • Top global player in grains and oil seeds, in sugar, in coffee and in metals transactions • 22 % of commodities shipping movements • Top global player in inspection and certification • Top global player in commodity trading finance ‘Today Geneva is the center of the commodities-trading universe’ (Fortune – November 2011) Sources:Geneva Trading and Shipping Association2012 & DFAE 2013Research and infography: Geneva Financial Centre – April 2012

  6. Banks in Switzerland Source:Banks in Switzerland 2011, SNBResearch and infography: Geneva Financial Center– June 2012

  7. Banks in Geneva Sources: 1)Geneva Financial Center / SNB / FINMA2) Geneva Financial Center and REG - Geneva’s Répertoire des EntreprisesNotes: REG’s data from its survey led between June and October 2011. Research and infography: Geneva Financial Center – January 2013

  8. The Geneva financial center Sources: REG - Geneva’s Répertoire des Entreprises * REG’s data and Geneva Financial Center’s research Notes: REG’s data from its survey led between June and October 2011. Research and infography: Geneva Financial Center – January 2013

  9. Swiss financial center’s “double STEP” competitive advantages • FACTORS DUE TO PRIVATE SECTOR • Solidity and diversity of banks and other financial intermediaries both domestic and international • Tradition of experience in the private banking services. • Employees in the financial sector with true dedication and understanding of clients needs • Professionalism in a wide variety of services MACRO/POLITICAL FACTORS • Stability and reliability of the political system, independence and history of neutrality • Tax and regulatory framework reasonably favourable/transparent to business and clients, strong currency • Excellent lifestyle conditions for clients and investment professionals • Proximity between industry, political and regulatory authorities, general support from the public for the financial sector.

  10. The Swiss bankers’ expertise ASSET MANAGEMENT (domestic & international), including : • Asset Allocation • Specialized portfolio management for traditional asset classes (fixed income, equity) • Specialized portfolio management for niches/alternative asset classes ( PE, FOHF, Microfinance-SRI, etc.) • Product engineering for investment funds, actuarial services for pension funds • Services for independent asset managers • Foreign exchange, securities trading, credit and loan, insurance, ... PRIVATE BANKING (domestic & international, retail & HNWI), including : • Asset Allocation • Diversified portfolio management • Active advisory services • Alternative investments • Fund Management and Administration • Global Custody & Investor Services • Banking logistics (outsourcing, back-office) • Financial & Estate planning, legal & tax advisory services • Set up & support for family offices and charitable foundations, family and corporate governance COMMODITY TRADE FINANCE

  11. Too Swiss to fail

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