An independent financial advisory based in Zurich, Switzerland dedicated to creating the ultimate financial planning service, for you.

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1 An independent financial advisory based in Zurich, Switzerland dedicated to creating the ultimate financial planning service, for you.

2 The highest level of customer service We stake our reputation on providing the highest levels of client satisfaction. Known as the Private Bank of financial consultancies, we provide a quality, discreet and personalised service second to none. We understand that our clients have unique perspectives and need to maximise returns within the investment environment best suited to their profile. Our team will deliver bespoke information on the best products, using research from the best analysts, to provide a safe investment strategy for medium and long term wealth creation. Unique in the industry, Chase Belgrave will commit to a specific service level with a Statement of Intention that will be signed by both parties. We will provide a complementary financial consultation twice a year, and you can contact us whenever you like, to discuss whatever you wish. All of our fully trained consultants are expats themselves, with English as their first language; and if your adviser ever needs to change, they will always be briefed on your circumstances and goals.

3 Specialist help for expats At Chase Belgrave we specialise in expatriate financial care because expats are often in a unique financial situation that requires a bespoke service not found on the high street. Chase Belgrave has extensive experience dealing with the full spectrum of expatriate financial requirements and offers a personalised service to all our clients. Chase Belgrave is proud of servicing expat and international clients in over a hundred countries from their wealth management centre in Zurich, Switzerland. Many expats will live in more than one country over their lifetime and find that always having their personal advisor at the end of the phone maintains a continuity of the financial strategy they set up on day one. Chase Belgrave s financial analysts and wealth managers are also often called on by the national press to provide expert comment on topical offshore wealth issues: Justin Harris of Chase Belgrave wealth management and financial consultants, said: Some may have to leave and very few people will continue to bank in Cyprus. Whether the levy happens or not, people will now take their money out and put it elsewhere. Offshore expat specialist arms of British banks stand to benefit, namely in the Isle of Man.

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5 Why trust us? In 2012 Chase Belgrave was priveleged to be named the Chartered Institute of Securities and Investment sole corporate partner in Switzerland (Membership reference: e). This affirmed Chase Belgrave s position as the premier independent financial advisory servicing the expat community from Switzerland. Chase Belgrave are therefore contractually mandated to maintain the highest levels of accountability, transparency and regulatory excellence. Chase Belgrave is assessed company wide on these standards on a regular basis. The Chartered Institute of Securities and Investment CEO Simon Culhane commended Chase Belgrave as having the highest standards of professional excellence and integrity. Chase Belgrave is also a member of regulatory and governing bodies PolyReg and the Offshore Association.

6 A case study James, a British National aged 32 working on contract in Saudi Arabia as an engineer, earns a salary of 170,000. He aims to remain an expatriate for the foreseeable future and because his expenses are paid for he has some money left over every month. He has a small amount of savings. Benefits after speaking to Chase Belgrave: James received a bespoke health package for his family. James was able to unlock his frozen UK pension worth 130,000 and have it professionally asset managed in an offshore tax efficient environment. James was able to start a tax-free, offshore retirement savings plan using the amount he has left over each month. Chase Belgrave helped James get an offshore bank account with a credit card to pay his regular expenses. James received a full financial strategy and a picture of how his financial life would progress over time. James now receives regular complimentary financial reviews and a chance to speak to his personal wealth manager whenever he likes.

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8 Key people Justin Harris Consultant Director Elliot Parker Senior Wealth Manager Clive Whaters Wealth Manager Audrey Mathers Wealth Manager Stefan Sors Wealth Manager Marcus Albright Technical and Compliance Supervisor Jan Lund Fund Analyst Christopher Kearns Fund Analyst

9 Dreikönigstrasse 31A Zurich 8002 Switzerland +41 (0)