CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE

Transcription

1 CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE

2 ABOUT INNOVATIS INNOVATIS is a global asset management and consulting company providing high quality services in its key business areas. The structure of the INNOVATIS entities and its network of partners, banks, insurance companies, fi nanciers, lawyers, private investors and service providers enables INNOVATIS to offer investors and clients a sophisticated asset management approach, a top quality service and a high level of security for their assets, investments and projects. CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE We consult our clients in setting up successful organizations and implementing innovative fi nancing strategies. Innovation and growth are key factors but only paired with balanced cost management and the appropriate risk approach. Individual asset management following the clients needs or working as an external portfolio manager is our core competence and strength. Tailor made solutions refl ect a real understanding of our clients requirements realized by the vast possibilities the network of INNOVATIS offers. Creating and realizing innovative and profi table new projects is one of the focus areas. In addition INNOVATIS runs a real estate company to build an extraordinary real estate portfolio. INNOVATIS has a very strong focus on teamwork with a performance driven culture. Integrity is never compromised and everybody of the team is focused on superior performance in all spheres of the business. INNOVATIS ENTITIES INNOVATIS GMBH AUSTRIA SB REAL GMBH AUSTRIA INNOVATIS (SUISSE) AG SWITZERLAND ESC HOLDING AG SWITZERLAND INNOVATIS LTD INNOVATIS PCC LTD INNOVATIS PROPERTIES FUND INNOVATIS STRATEGY FUND OFX STRATEGY FUND INNOVATIS ASSET MANAGEMENT SA PANAMA INNOVATIS INVESTMENT FUND LTD BAHAMAS LEVEL UP INVESTMENT FUND LTD BAHAMAS INNOVATIS INVESTMENT PROPERTIES (PTY) LTD SOUTH AFRICA INNOVATIS LTD UK HOUSE IN A CAN (PTY) LTD SOUTH AFRICA SCEATTA FINANCE SRL ITALY INNOVATIS has established an international presence with various seperate legal entities focusing on the main business areas.

3 THE MANAGEMENT ERWIN LASSHOFER Erwin Lasshofer is an Austrian citizen, born in He is the managing director and sole benefi cial owner of INNOVATIS GmbH Austria and a board member of separate legal INNOVATIS entities. Currently there are two regulated fi nancial services companies - INNOVATIS (Suisse) AG and INNOVATIS Guernsey Limited. He began his fi nancial markets career as an area manager for a listed investment company in In 1994 he started his own independent company and focused on project fi nancing, fund management and designing investment products throughout Europe and Asia, for private as well as corporate investors. In 2008 he co-founded IN- NOVATIS Asset Management SA, focusing on fi xed income market products. Since then he has created a business infrastructure that operates within a framework of internal controls and specially tailored portfolios that meet the clients needs. He has over twenty years of management experience including product development and strategic development in the investment industry - both across retail and institutional investors which qualifi es him ideally to supervise the investment team. CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE

4 NETWORK INNOVATIS private wealth management is all about long-term enduring relationships with our clients, built upon mutual trust, real understanding of their specific needs and putting their interests at the center of our services. Our Team works hard to build such long-term relationships earning reliance day by day and year by year. Satisfied customers always take center stage at INNOVATIS. Our most distinctive strengths are prompt and innovative solutions combined with exceptional high standards in quality and protection. Our high service standards are supported by a large network of dedicated business professionals including banks and other financial institutions. Together with our partners we strive for innovation and constant development to react on market changes and to stay at the forefront. We give careful attention to maintain our relationships to our clients as well as to our business partners. Therefore INNOVATIS team members are not only experts in their business fields, but also individuals with extraordinary social competences.

5 ASSET MANAGEMENT INNOVATIS provides long-term experience in asset management, especially for actively managed fi xed income securities portfolios. The asset management team provides international experience and specialized know-how. The use of a high quality and fast information tool allows to react on any changes in the market nearly in real time. In addition the products benefi t from the knowledge of the managers to be able to identify local available instruments with high yield. The track record of the past years shows results above the benchmark. A key parameter underlying each investment decision is to preserve the principal capital. It determines the risk level for each of the products. To benefi t from the INNOVATIS asset management approach the company is providing various ways of product design. Managed Accounts INNOVATIS assists in setting up managed accounts and offers individualized investment portfolios tailored to the specifi c needs of the respective account holders. The strength of INNOVATIS is the active management of FIXED INCOME portfolios with steady and stable returns. Tailor Made Solutions INNOVATIS has realized various individual investment products and projects that have been developed based on the ideas of investors and managed by the asset management team. Experienced professionals create tailor-made solutions Unique products and strategies High Level of independence Total fl exibility An extended network of partners High level of service Optimal tool for diversifi cation Tailor made innovative fi nancial products High conditional monthly coupon payments and an attractive return High level of independence in regard to market developments Possibility of early redemption after every month Above average fl exibility Constant monitoring lowers the risk and increases the performance We offer innovative products and investment solutions with a high level of security for our clients. INNOVATIS provides ongoing feedback with tailored factsheets and weekly newsletters. We provide solutions that increase the predictability of returns. All portfolios and investment products reflect the same basic investment views and leverage of the INNOVATIS investment process. Furthermore we recognize the need to develop investment products that meet the varying needs of all our clients. CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE

6 CONSULTING INNOVATIS Consulting provides experience and services to INNOVATIS companies as well as external clients. We advice our clients in setting up and building successful organizations. Innovation and growth are key factors but only paired with balanced cost management and the appropriate risk approach. In addition the consulting arm of the company serves as a marketing provider for the group and designs the strategic development of the companies. Essential for a successful company is its team. Our INNOVATIS team is a very balanced combination of experienced seniors and motivated high potentials. We all go the extra mile to meet customer expectations by having fun and respect with each other at the same time. EQUITY & REAL ESTATE FOCUS - KEY OBJECTIVES Another focus is the evaluation, realization and funding of particular equity and real estate projects worldwide. INNOVATIS considers third-party developments if the proposals match proprietary criterias related to the potential of the project, the experience of the management company and the fi nancial set-up focusing on an above average cash fl ow. If applicable INNOVATIS facilitates the realization and is acting as a strategic investor. Furthermore we develop and fund companies and projects owned by INNOVATIS and its affi liated companies.

7 EQUITY & REAL ESTATE REFERENCE PROJECTS EQUITY Kessler Meat QFF Funding and management of an abattoir and meat processing factory. The company s intention was to become market leader in South Africa for quality and effi ciency by implementing the high German slaughtering standards and methods. Achieved high increase in standards and profi tability. Sold with solid profi ts. sch.com Business purpose is production and marketing of fresh fi sh with associated safeguarding of raw material supply by means of own patented closed loop technology. Thus QFF is emphasizing a stable base for paralell implementation of all business processes. Structured as a limited partnership. Sceatta House in a Can Construction and sale of individualized villas at the coastline of the famous Costa Smeralda in Sardinia. Each Villa is designed by the famous architect Jean- Claude LeSuisse. They refl ect the typical style of Sardinian houses, which are built and fi tted out to highest quality and provide spacious accomodation in a beatiful and unique location. 33% participation. Production and sale of affordable and easy to built homes in the concept of do-it-yourself. Using innovative materials all the components are precision-manufactured in a factory, using accurate machinery and according to specifi c architectural drawings. Every unit assembled is of the same high quality. Target market is mainly Africa. 50% participation. INNOVATIS maintains long-lasting international relationships. CONSULTING ASSET MANAGEMENT EQUITY & REAL ESTATE

8 Locations and Contact Details For Consulting and project related matters please contact: INNOVATIS GmbH Aigner Strasse 4a, 5020 Salzburg, Austria E: offi T: F: For asset management related matters please contact: INNOVATIS (Suisse) AG Nüschelerstrasse 30, 8001 Zürich, Switzerland E: offi T: F: INNOVATIS-SUISSE.COM DISCLAIMER: This brochure is a non-contractual document and does not constitute a contractual offer. All information contained in this brochure is for informational use only and we assume no liability for completeness or accuracy. All the information contained in this brochure is subject to change. Unless stated to the contrary, all fi gures are unaudited. It is expressly not intended for persons who, due to their nationality or place of residence, are not permitted to access such information under local law. Every investment involves risk, especially with regard to fl uctuations in value and return. Historical returns and fi nancial market scenarios are no guarantee of current or future performance. The performance data takes no account of the commissions and fees charged for the issuance and redemption of units. Neither this document nor any copy thereof may be sent, taken into or distributed in the United States or to any U.S. person. IMPRINT INNOVATIS GmbH Aignerstr. 4a, 5020 Salzburg, Austria E: offi ce@innovatis-organization.com Copyright 2013 INNOVATIS GmbH and/or its affi liates. All rights reserved