Global Asset Management

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1 Global Asset Management

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3 Building on a rich history Stability. Integrity. Experience. Client Service. These are essential qualities in an asset management team qualities that characterize the Clarien Bank ethos. We pride ourselves on our agile, progressive and responsive approach to providing offshore financial solutions that are tailored to the unique needs of global individuals, families, family offices, and institutions. Clarien is distinguished by an executive team that is committed to providing client service excellence on a day-to-day basis, with senior management retaining oversight of client portfolios. Our leadership team hails from the highest levels of global banking, drawn to Clarien by the opportunity to serve successful, affluent and discerning individuals and families from one of the world s most dynamic and sophisticated financial centres. We strive to be the trusted advisor of choice, developing an in-depth understanding of each client and tailoring solutions that are specific to meet their needs.

4 The island edge Bermuda is widely regarded as one of the world s pre-eminent financial, investment and insurance service centres. The island is renowned as a principled international business centre and luxury tourist destination with a long history of political, economic and social stability. Some of the world s wealthiest people call Bermuda home. They appreciate the discretion that characterizes island life here. Bermuda s geographic setting is key to its prosperity. Conveniently located between the United States and Europe Bermuda affords strategic access to and from major cities on both sides of the Atlantic. In addition, Bermuda s mature legal and regulatory systems have earned it a reputation as a jurisdiction that operates with a high degree of transparency. The island also features one of the world s most tax neutral destinations, free from income, profit, corporate, capital gains and withholding taxes.

5 Proudly local. Undeniably global. Clarien claims deep roots in Bermuda, with family ties stretching back to the first decade of island colonization in the seventeenth century. During the past one hundred years, Clarien has grown to become a well respected independent integrated financial services organisation with a global orientation, ideally positioned to create and manage opportunity for the most discerning international private wealth, pension funds and institutional clients. We deliver discretionary investment management, custody, brokerage and mutual fund services through Clarien Investments Limited, with approximately $1 billion of assets currently under management.

6 At Clarien, principle drives performance Sound investment support, and impressive portfolio performance, starts with a principled approach. At Clarien, our philosophy is founded on three firm tenets: Ethics We have a duty to demonstrate peerless integrity and exercise diligence, independence and thoroughness in the service of each client. Experience We hold that deep insight of the global finance industry is essential to inform every investment decision. Qualifications We demand that our team members hold the academic credentials and industry designations that are the hallmarks of fully qualified investment professionals.

7 Personal service for individualized solutions We begin to craft your investment solution based on a full understanding of your unique circumstances and overall wealth objectives. Working closely with you, your personal investment manager will analyze and evaluate your current circumstances, time horizon, risk tolerance. Our understanding will be captured in your Investment Policy Statement (IPS), which clearly maps your individual path to success and guides every action we take on your behalf. The most significant is dynamic and strategic portfolio asset allocation, which pinpoints optimum solutions to maximize your return per unit of risk. Through a rigorous selection process, we identify the right fund manager to populate your specific allocation. We look for managers who provide access to highly reputable and top performing external funds. These experts are specifically mandated by Clarien based on track record and key qualitative attributes, including an understanding of our approach to client portfolio management.

8 Invest. Diversify. Grow Striving to maximize value, we construct a diversified portfolio, managing assets to optimize reliability and efficiency. We draw on our Global Voyager Funds, third party funds, exchange traded funds and individual securities, carefully assessing the suitability of each investment based on your IPS and your total portfolio. Determined to help you grow your portfolio, our funds include an array of customized, multi-asset classes and investment solutions: Equities Tailored market strategies, including enhanced, actively managed portfolios featuring carefully selected stocks, sectors and regions Fixed Income On-and offshore investment solutions that deliver regular returns at regular intervals for a stable income Alternative Assets Flexible access to a range of markets for the sophisticated investor Communication that is always open and clear. Detailed monthly reporting is central to our monitoring and rebalancing activities. Adaptability is key, as the global financial environment is in constant flux. Your report brings together quantitative analytical results, macroeconomic forecasting and external research to keep you fully informed about your portfolio. Portfolio reports focus on three areas of measurement: market value, performance and transaction activity, with overall portfolio performance measured on an absolute basis, focusing on total returns over individual assets.

9 These formal reports are complemented by regular meetings or conference calls. This ongoing communication ensures you benefit from direct access to the investment management team to review performance, update your personal circumstances, review the portfolio strategy and set out course corrections when required. Outstanding in our approach to service One of a select few licensed banks in Bermuda, Clarien is proud to serve international clients who face increasingly complex wealth management challenges. Ours is a culture rooted in excellent service. Harmonised in words and actions, we strive to deliver sophisticated strategic support, preserving and enhancing all your collective wealth.

10 We assess opportunities realistically and propose solutions wisely, with your individual needs in mind. We embrace a spirit of disciplined creativity, innovation and entrepreneurship. We know that even the most traditional enterprise benefits from thinking outside the box but our solutions come from listening and responding prudently to your exact needs. Experience a bank of a higher calibre Whatever your asset management goals, we invite you to learn more about the benefits of our world-class financial institution. Let us put a tradition of trust and performance to work for you.

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12 Head Office: 19 Reid Street Hamilton HM 11 Paget Plaza: 161 South Road Paget DV 04 Bermuda Clarien Bank Limited through its wholly owned subsidiary companies is licensed to conduct bank, investments and trust business by the Bermuda Monetary Authority.