TRADITION BALANCE EXCELLENCE WEALTH MANAGEMENT DISCRETION SOPHISTICATION KNOW HOW NEUTRALITY

Transcription

1 TRADITION BALANCE EXCELLENCE WEALTH MANAGEMENT DISCRETION SOPHISTICATION KNOW HOW NEUTRALITY

2 FOREWORD In today s landscape of aggressive regulations and innumerable possible strategies, a trusted advisor has become indispensable. We take pride in adhering to the Group s Swiss traditional values by providing neutral, precise and unbiased advise. We understand the intricacies of a modern, globalised world that requires increasingly sophisticated solutions to ensure a long lasting legacy. By understanding what really matters to our clients, we can deliver unrivalled service DANILO ANDREA ROBERTO LARINI CEO & FOUNDER Our goal is to ensure our clients make the best decisions in present time, with eyes on the future. ~ PAGE 1 ~

3 LP SUISSE GROUP SWISS BANKING HERITAGE Founded in 2007 ZÜRICH ~ PAGE 2 ~

4 LP SUISSE GROUP OVERVIEW LP Suisse Group is a global investment and wealth management specialist, based in Switzerland. Our three brands: LP SUISSE CAPITAL MANAGEMENT AG asset management & financial intermediation regulated by polyreg-finma CERBERUS CAPITAL TRUST AG private equity private equity & real estate investment management FACT FAMILY OFFICE AG multi-family office (MFO) ~ PAGE 3 ~

5 LP SUISSE GROUP GLOBAL FOOTPRINT Z Ü RICH ZUG LUGANO LONDON LUXEMBOURG MILAN MOSCOW MÁLAGA DOHA HONG KONG KUALA LUMPUR (2015) OFFICES COVERING EVERY KEY MARKET ~ PAGE 4 ~

6 LP SUISSE GROUP COMPANIES ~ PAGE 5 ~

7 FACT FAMILY OFFICE WHAT WE DO Fact Family Office offers a broad range of services comprising tax planning, asset allocation and management, cross-generational succession planning, philanthropy and many other ancillary services, integrated and fully consolidated through LP Suisse Group. The company s understanding of each client act as a compass that guides and defines a completely bespoke range of activities and services that will evolve over time to keep close alignment with every goal and need, unique as they are. We excel in our ability to execute complex multi-disciplinary cross-regional strategies, quickly and discretly, reacting and anticipating each client requirements. Fact is much more than a Multi-Family Office: under the umbrella of LP Suisse Group. We offer a diverse range of organically integrated wealth management services ~ PAGE 6 ~

8 FACT FAMILY OFFICE OUR SERVICES A comprehensive range of client solutions for families, individuals and their businesses. ~ for individuals and families Family Governance Tax optimization & Legal advice Advisory services on education for children, relocation & residence advice and healthcare options. Philanthropy, arts acquisition & collection management ~ for companies & corporations Corporate services at domestic & international level Corporate Governance, Structuring and Restructuring Access to communication and brand consulting to build corporate image Bespoke investment solutions ~ PAGE 7 ~

9 LP SUISSE GROUP COMPANIES ~ PAGE 8 ~

10 LP SUISSE CAPITAL MANAGEMENT WHAT WE DO LP Suisse Capital is the asset management solution provider for the group. The company offers boutique-style private and personal banking and advisory, comprising a large number of specialised areas, ranging from asset and portfolio management to private equity and investment solutions. Through a network of long-established relationships with first-class financial institutions, LP Suisse Capital offers a unique blend of scale and flexibility: a fully tailored experience paired with an unmatched range of organically integrated services, and worldwide coverage. Someone s sitting in the shade today because someone planted a tree a long time ago WARREN BUFFET INVESTOR & PHILANTHROPIST ~ PAGE 9 ~

11 LP SUISSE CAPITAL MANAGEMENT OUR SERVICES Boutique-style fully tailored banking and investment solutions. Asset Management, Discretionary Mandates Monitoring and Analysis of Performances Strategic Asset Allocation Risk Assessment Private Banking Advisory Investment Banking Advisory Investment Funds Advisory Private Equity Private Life Insurance LP Life Wealth Protect by Nucleus Life AG Physical Gold Services ~ PAGE 10 ~

12 LP SUISSE GROUP COMPANIES ~ PAGE 11 ~

13 CERBERUS WHAT WE DO Cerberus, with headquarters in Zug, offers a sophisticated range of real estate and private equity investor services. The investment solutions the company offers range from hedge funds to special purpose vehicles and real estate investment trusts. The firm preserves and protects assets for public and corporate pension funds, academic, cultural and charitable organisations. A full spectrum of advisory services is also offered, with transaction execution capability specialised areas including acquisitions, mergers, joint ventures, divestitures, takeover defense and restructuring-reorganisation activities; all guided by the Group s core values: accountability and unbiased perspective. Since the firm s inception, our vision was to create an independent, unbiased and client-centred organisation, adhering to the highest ethical standards PROF. GIOVANNI B. BALESTRA BOARD MEMBER & HEAD OF REAL ESTATE ~ PAGE 12 ~

14 CERBERUS OUR SERVICES Real Estate investment & management solutions. ASSET MANAGEMENT PROPERTY MANAGEMENT financial analysis construction & development leasing legal accounting operations Real Estate Investments & Management Services Private Placements Advisory Real Estate Advisory and Planning Real Estate Portfolio s Assessment and Organisation Private Equity Real Estate Swiss Real Estate Series (SPV) ~ PAGE 13 ~

15 LP SUISSE GROUP COMPANIES ~ PAGE 14 ~

16 THE CROSSROADS WHAT WE DO The Crossroads is the Group s research think-tank, offering opinion, analysis and thought leadership articles focused on the state of the Wealth Management industry and markets broadly. This branch of the group also coordinates events globally, including LP Suisse Group s flagship events: the Workshop Series, which bring together globally renowned economists, lawyers and academics. Crossroads publications are a source of deep, unbiased analysis, available globally online and in printed format, translated to local languages in all regions. Crossroads is a gathering point for ideas, analysis and opportunities, encompassing finance, economics and its growth LIZANNE BÉTOURNAY DIRECTOR - CLIENT RELATIONSHIP MANAGEMENT ~ PAGE 15 ~

17 LP SUISSE GROUP FOUNDERS & PARTNERS ~ PAGE 16 ~

18 LP SUISSE GROUP FOUNDERS & PARTNERS Danilo Andrea Roberto Larini Founder & CEO of LP Suisse group Mr Larini has an impecable track record that spans more than 15 years covering multiple markets, including Eastern and Western Europe, the Russian Federation and Ukraine, the Middle East and the United States. Previous appointments include working for prestigious consultancies like McKinsey & Co, and extensive experience in the real estate investment field that included being Head of Investments for the real estate division for the Marriott Lodging Group and Investment Manager for Emirates International Capital Properties. ~ PAGE 17 ~

19 LP SUISSE GROUP FOUNDERS & PARTNERS Edoardo Cignoli Partner & CIO of LP Suisse group Mr Cignoli is responsible for the strategic direction of a variety of funds and investment strategies for LP Suisse Group. Previous appointments included Manager of Investments for Private Clients at Banca di Roma, Director of Stocks and Asset Allocation at Deutsche Bank Frankfurt and Director of Special Business Affairs at Banca di Roma, reporting directly to President Professor Capaldo. Mr Cignoli holds Bachelor and Master Degrees in Finance from Luigi Bocconi University in Milan. ~ PAGE 18 ~

20 LP SUISSE GROUP CONTACTS ~ PAGE 19 ~

21 LP SUISSE GROUP CONTACTS SWITZERLAND BRITAIN ASIA & PACIFIC MIDDLE EAST RUSSIAN FEDERATION ZUG Weinbergstrasse Zug +41 (0) ZÜRICH Stockerstrasse Zürich +41 (0) LONDON 3rd Floor Kingsway House 103 Kingsway London, wc2b 6qx +44 (0) LUXEMBOURG HONG KONG Suite 705, 7/f, 9 Queen's Road Central, Central, Hong Kong ITALY DOHA Level 15 Commercialbank Plaza West Bay Area Doha, Qatar po box SPAIN MOSCOW 10 Vozdvizhenka St. Floor 3 Moscow Russian Federation LUGANO Via Guglielmo Marconi Lugano +41 (0) LUXEMBOURG 10, rue Antoine Jans L-1820 Luxembourg MILAN Via Santa Maria Segreta Milan MÁLAGA Calle Larios, 7 1 Izq Málaga OFFICE@LPSUISSEGROUP.CH ~ PAGE 20 ~

22 TAILORED ASSET & WEALTH MANAGEMENT SOLUTIONS ZUG ZÜRICH LUGANO LONDON HONG KONG LUXEMBOURG MÁLAGA MILAN DOHA MOSCOW