Butterfield Asset Management. Next Print Quit

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1 Butterfield Asset Management Next Print Quit

2 Individually crafted; for you. At Butterfield Asset Management protecting and growing the real value of your wealth is at the heart of our service. With over 150 years of international experience, our clients benefit from high-quality service and the close working relationship we maintain with them. As a principal provider of international wealth management services, we are situated in the leading financial centres of London, Guernsey, the Cayman Islands and Bermuda. At Butterfield, we have a distinctive approach to investment services, shaped by the following beliefs. Every client is an individual with unique requirements. You should have direct access to our knowledge and experience. Our expertise in diverse jurisdictions helps us to create tailored and innovative solutions to meet your individual requirements. Close, long-term relationships are essential. We are safe hands in a volatile world.

3 We understand that one size doesn t fit all. Recognising your unique circumstances and requirements allows us to create a solution precisely tailored to you. Ph ilosophy We recognise that each client is an individual with unique circumstances and requirements. Therefore, rather than directing you into a standard product, we tailor our services around you. Our private client heritage combined with our institutional experience informs our approach to Asset Management. We adopt a client-centric approach in everything that we do with a commitment to communication, transparency and accountability in order to keep you fully informed. We know that truly understanding your needs takes experience, and it takes time. We ensure that our investment professionals are accessible, enabling them to proactively recognise when and how your circumstances might be changing. This allows for a smooth evolution of your individual investment strategy over time which can offer huge potential benefits in comparison to a more reactive approach. We understand the importance of building a long-term partnership with you. Our reporting, the frequency with which we discuss portfolio positioning, how often we meet, the asset classes we will use, and specific exclusions are all areas where we tailor to your individual desires and needs.

4 Th ere is no substitute for th e right blend of knowledge and personal touch. Using our specialised skills we work with you to create a solution to fit your individual needs. We believe that a truly personalised service requires a combination of knowledge and proactive relationship management which is why, as a Butterfield Asset Management client, you will have direct access to your Investment Manager. Our aim is to work closely with you. People Our Investment Managers are an integral part of the investment decision-making process within the structure and methodology adopted by our Group. The same person who understands the individuality of your situation will have played a key role in all aspects of developing our investment strategy. This means that when they recommend altering portfolio positioning to meet your needs, they are uniquely placed to understand the implications and ensure that the most appropriate action is taken. Across the globe, our Asset Management team is responsible for clients ranging from private individuals through to large institutions. The diversity of our client base reflects the diversity of our Asset Management team across the Butterfield Group. We are based in leading investment locations each of which has, over time, developed specialised skills to meet the specific requirements of a diverse set of international clients. By combining this experience and expertise, we are able to provide tailored and innovative solutions to meet your specific investment requirements.

5 Working togeth er and combining our respective expertise, we are able to structure a portfolio featuring th e best solutions a vailable. We recognise the importance of taking the time to gain an in-depth understanding of your circumstances, wealth and investment objectives. Our Investment Managers are supported by a dedicated Core Strategy and Research team. This team works in conjunction with the Investment Managers to create the coherent and robust investment strategy which frames the individual decisions made for you. Our investment process begins with a focus on the wider world. We consider factors such as expectations for economic growth and inflation, the outlook for various asset classes and the identification of attractive long-term strategic themes. The next stage is to ensure we identify the best solutions available in the defined classes equities, cash, fixed interest and third-party funds. This input is primarily established by our Core Strategy and Research team. Their research, in conjunction with the expertise of our Investment Managers, is used to develop lists of our favoured equities, bonds and funds. Process To complete the process, your Investment Managers will utilise this information in combination with their insight and knowledge of your individual requirements, to tailor an appropriate and relevant portfolio for you. Even in times of great uncertainty, our clients are reassured that they understand our investment management process and the associated risks.

6 Preserving, protecting and growing your wealth, over th e course of tim e, are at th e core of our service. At the heart of our approach rests liquidity, quality, discipline and common sense, coupled with proven experience in the areas of third-party funds, cash, direct bonds, direct equities, and index tracking vehicles. We will utilise these assets in the combination that best meets your individual requirements and preferences. Just as importantly, our process has a disciplined focus on avoiding negative outcomes. We believe we are safe hands in a volatile world. We are driven by an understanding of each client s individual objectives and risk tolerances. This means that we are focused upon preserving your wealth in real terms and providing steady, sustainable growth by adopting investment risk that you fully understand. Performance Over time, the combination of our disciplined process and traditional approach aims to produce above target returns with lower volatility than the broader market.

7 Working from a blank canvas, we take th e tim e to identify your individual requirem ents to ensure we have th e complete picture to create your personalised portfolio. Every successful relationship starts simply by getting to know each other. We invite you to experience Butterfield Asset Management your way on your terms. We would be pleased to speak with you about how we can design a unique financial solution that is perfectly tailored to you and your individual asset management needs. Partnersh ip Back Next Print Quit

8 Selecting from our Group expertise, we create th e best arrangem ent for you. In 1758, Nathaniel T. Butterfield founded a merchant-trading firm which in 1858 became Bermuda s first bank. By the late 1800s, the Bank was supporting a developing tourism industry by lending money to innkeepers, retailers and companies building the Island s infrastructure. In 1904, with the equivalent of about US$120,000 in assets, the Bank of N.T. Butterfield & Son was incorporated by an Act of Parliament. Since that time it has grown and evolved, not only to become a leading domestic bank in Bermuda but also to be well regarded as a specialist offshore financial services group across the globe. Butterfield Group This brochure is issued and approved by Butterfield Bank (Guernsey) Limited and is for information purposes only and does not constitute an offer or solicitation of products or services where prohibited by law. It is designed to provide general information on our services and is based on laws and practices prevailing in the relevant jurisdiction at the time of publication. This information is not intended to be exhaustive and does not constitute legal advice. We will be pleased to offer more comprehensive and specific information upon request and we invite you to contact the relevant entity to discuss your specific requirements. Butterfield Asset Management Limited is licensed to conduct investment business by the Bermuda Monetary Authority. Butterfield Bank (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Butterfield Bank (UK) Limited is entered on the Financial Services Register with firm reference number (FRN) Butterfield Private Bank is the trading name used for private banking and wealth management services by Butterfield Bank (UK) Limited. Registered in England No Butterfield Bank (Guernsey) Limited is licensed by the Guernsey Financial Services Commission under the Banking Supervision (Bailiwick of Guernsey) Law, 1994, The Protection of Investors (Bailiwick of Guernsey) Law, 1987 and the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc (Bailiwick of Guernsey) Law, 2000, each as amended from time to time. Registered office: Regency Court, Glategny Esplanade, St Peter Port, Guernsey. Company registration no: Butterfield Bank (Cayman) Limited is licensed to conduct investment business by the Cayman Islands Monetary Authority. Back Print Quit