CONNECTING YOU - GLOBAL INVESTMENT TO THE WORLD

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1 CONNECTING YOU - GLOBAL INVESTMENT TO THE WORLD

2 > Global investment strength As a client of ANZ Private, we want to offer you distinctive investment solutions that give you access to international capabilities and connections. One of the ways we re working towards this goal is by enhancing our investment capabilities allowing us to better service your changing financial objectives and needs. At ANZ, we are committed to working with world class investment partners who support our long term investment philosophy and approach to asset allocation and active risk/return management. To meet this objective, we ve bought together innovative thinking and market insights from asset consultant partners, Mercer and Towers Watson, specialist research from a range of sources including ANZ Global Economics and formed a new strategic partnership with one of the leading Swiss Wealth and Asset Managers, Vontobel. Our global investment thought-leadership includes: Asset allocation Investment markets and research Investment products Risk management Specialist partner selection. 2 ANZ and Vontobel Connecting you to the world

3 > Our philosophy Asset allocation is the primary driver of a portfolio s investment return and risk. Critical to this is a well-diversified long term strategic benchmark of market exposures across many asset classes and a carefully designed/efficiently implemented tactical asset allocation process. We are risk and return aware. We aim to minimise downside risk in order to preserve wealth over the long-term. We look to deliver simplicity and transparency in the investment products we manage or manufacture. The principles of consistency, low turn over, cost management and tax awareness are important to us in implementation. ANZ and Vontobel Connecting you to the world 3

4 > A world-class alliance ANZ has partnered with Vontobel, one of Switzerland s leading wealth and asset managers. This allows access to world class investment capabilities, focusing on three key elements: 1) Setting asset allocation Vontobel has a strong reputation for best-class investment strategies. Working with Vontobel, we can help you access high-quality international assets in your portfolio increasing your growth potential through diversification, and broader global insights. 2) Actively managing investments Vontobel s investment expertise is rooted in the passion for active asset management. They pursue the ultimate goal to generate above-average performance. To achieve this, Vontobel selectively nurture talented individuals with fresh investment ideas who can make independent assessments and have the ability to produce excess returns or alpha. 4 ANZ and Vontobel Connecting you to the world

5 Our mission is to protect and build the wealth our clients entrusted to us over the long term. Specialising in active asset management we provide responsible and forward-looking advice. In doing so, we are committed to Swiss quality and performance standards. Our owner family has stood by these principles for generations. - Vontobel 3) Managing risk Vontobel and ANZ have complementary philosophies when it comes to managing risk. We both aim to build and protect your wealth over the long term. We believe the best way to minimise risk is to thoroughly research and actively monitor investment opportunities making sure we have a deep understanding of those investments before we present them to you. ANZ and Vontobel Connecting you to the world 5

6 ANZ selected Vontobel for its strong reputation of asset and investment management for private clients, stability, proven expertise, breadth of market knowledge and best-class investment strategies. ANZ s rigorous asset allocation and selection process will now have the added benefit of Vontobel s global equity experience. ANZ and Vontobel share common values and a strategic outlook: to protect, manage and grow the wealth of our clients today, tomorrow and across generations. Vontobel Vontobel is a leading Swiss wealth and asset manager that was first established in Zurich in The registered shares of Vontobel Holding AG are listed on the SIX Swiss Exchange. With a solid capital position and a stable shareholder structure reflecting the entrepreneurial, long-term view of the major shareholders Vontobel is a company with strong and secure foundations. The Vontobel families hold a majority of around 52% of votes and capital. For more information speak with your Private Wealth Manager or call us on: VIC NSW QLD SA WA ANZ and Vontobel Connecting you to the world

7 Important Information Australia and New Zealand Banking Group Limited ABN ( ANZ ). ANZ Private Wealth Managers are representatives of ANZ, the holder of an Australian Financial Services Licence. The information provided is general in nature only and does not take into account your personal needs, objectives or financial circumstances. ANZ recommends that you read the applicable Product Disclosure Statement or offer document to determine its appropriateness for you prior to making a decision to acquire or hold a financial product. ANZ s colour blue is a trademark of ANZ. ANZ and Vontobel Connecting you to the world 7

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