Introducing Bank Frick & Co.

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1 Introducing Bank Frick & Co.

2 Modern The world is in a state of constant change. We welcome change as an opportunity to develop. Flexible Our clients requirements and wishes demand the greatest flexibility. We take our lead from you. Secure Stability and long-term growth form the foundation of our actions. We are well aware of our responsibility.

3 An introduction to Bank Frick & Co. Dr. iur. Mario Frick Chairman of the Board of Directors Mario Frick a lawyer and fiduciary by profession was from 1993 to 2001 Prime minister of the Liechtenstein government. He was elected as Chairman of the Board of Directors in Setting the future Bank Frick s investment consultancy and asset management are based on the principle of sustainability: A high quality standard and innovative investment products are essential if added value is to be created long term. In response to the current difficult market environment, our bank s experts have developed some very advantages investment products outside of traditional asset management concerning renewable energies and real estate among other, adding to the bank s overall success. Herein we find ourselves confirmed in our fundamental strategic alignment: Our concept of a family-operated and family-controlled bank has proven itself to be highly successful because it is built on a strong and solid foundation and in a position to meet the requests of our clients comprehensively and with great flexibility. Thus when assisting and supporting our clients in devising and implementing projects of their own, we are able to rely on our wide ranging network of solicitors, lawyers, fiduciaries, taxation and insurance specialists and can therefore provide a truly international consulting service. With our willingness to address new challenges, we expect the coming years to bring exciting opportunities for our bank to prosper and for us to set the future. Mario Frick 5

4 About Bank Frick Our philosophy As a family-operated bank, we value personal and long-term client relations. Our aim is to understand each client s situation in a holistic manner and to support them in achieving their goals. Our business model enables us to work towards a joint future. International network Our Bank enjoys close ties to an efficient and expert network of fiduciaries, insurers, tax experts, investment funds and law firms around the world. Independence We are completely independent. Our advice and our services cater exclusively to the individual needs and requirements of our clients. Memberships Bank Frick is member of the Liechtenstein Bankers Association (LBA) and it is also a member of the Deposit Guarantee and Investor Protection Foundation (EAS) of the Liechtenstein Bankers Association (LBA). Licence We operate as a fully licensed universal bank. Supervision of all Liechtenstein banks is conducted by the Financial Market Authority (FMA) Liechtenstein. Ownership Combinvest Establishment serves as the holding company for all Bank shares. The Frick family is the majority stakeholder. History In December 1998, after a successful career in international banking and fiduciary services, Kuno Frick Senior founded Bank Frick. Due to his wide experience and excellent connections, Bank Frick proved an immediate success. Since then, the Bank s assets under management have risen steadily. New business segments are continuously being added to the Bank s service portfolio, while existing ones are constantly being refined. In autumn 2011, Bank Frick s international presence was significantly enhanced with the opening of Bank Frick UK Branch in Mayfair, London. 7

5 General services Accounts Bank Frick offers various kinds of accounts. We look forward to advising you on your choice of accounts and informing you of our competitive conditions. Cards Your Bank Frick Maestro Card allows you to pay for your purchases at a large number of shops, restaurants and hotels and to withdraw money from cash machines across Europe. International payment transactions Bank Frick is a member of the international payment transaction platforms SWIFT and SIC/euroSIC. Your payment transactions are executed punctually and reliably. Online platform Bank Frick Connect, our online information platform, enables you to access your account information whenever you need it. It has been designed to provide clients with the highest levels of convenience and security. Safe deposit boxes Bank Frick has its own vault fitted with the most modern security measures. If required, Bank Frick will keep both client keys for you. Trading centre Our team of traders has access to all trading platforms. They will inform you of market developments and investment risks. 9

6 Private client services Client advisory Due to the complexities of modern life and global interconnectedness, different aspects of our lives have begun to merge. To meet our responsibility in providing our clients with the best kind of service, we offer a wide range of advice. Wealth management Based on an ideal combination of performance, risk limitation and attractive terms and conditions, we invest your wealth, monitor your portfolio and make the necessary adjustments. Wealth protection Wealth protection aims at safeguarding your wealth from life s uncertainties and risk of exposure. Our goal is to protect your wealth during your lifetime and for generations to come. Financial services for families Wealthy families need a partner who understands their unique position. We provide a comprehensive range of corresponding services. Our services are individually tailored to suit your requirements. We continuously adapt our solutions to fit changes in your situation. Charity & philanthropy Integrated advice is essential for the long term success of a social commitment. We offer a comprehensive range of services covering all aspects of charity foundation and management. Back office services Bank Frick offers full access to all back office services. In accordance with your requirements we create a service package to suit your needs. 11

7 Institutional client services Asset management Based on an ideal combination of performance, risk limitation and attractive terms and conditions, we invest your wealth, monitor your portfolio and make the necessary adjustments. Our investment strategies are based on an analysis of your individual situation and range from conservative to proactive. Due to our flexibility, we are able to develop individual investment strategies. Custodian bank As your custodian bank, our aim is to facilitate the smooth running of your business by helping you with time consuming and cost intensive duties and responsibilities. Due to our efficient operational procedures, we can provide a professional service at attractive rates. Back and mid office services Bank Frick offers full access to all back office services. In accordance with your requirements we create a service package to suit your needs. We monitor your investments, take the necessary control steps in accordance with your instructions and report to you regularly on the latest developments. Consolidated reporting For our institutional clients a centralised approach to reporting is of paramount importance. Our reporting unit provides you with consolidated reports, granting you access to your reports whenever you need them. Our reporting service is calibrated precisely to your needs and requirements. Real estate development and funds Due to our rich experience and our international network we continuously identify and develop projects in our target markets, providing you with access to highly attractive real estate funds. Should you wish to invest in real estate projects specifically designed to fit your individual requirements, we will place our comprehensive range of services at you disposal. Fund creation and management Drawing on our extensive experience and expertise, we offer a comprehensive range of fund creation and management services, with the flexibility to meet our institutional clients particular needs. We have a proven track record of creating funds specifically designed to fit each institutional client s requirements. 13

8 Publications Our client services brochures Our specialist client brochures provide an easy-to-follow, compact overview over our Bank s comprehensive range of private and institutional services at your disposal. Private Client Services Apart form our range of general services, our Bank offers specialist services for our discerning, international clients with unique requirements. Institutional Client Services For our institutional clients, Bank Frick offers innovative specialist services, including individually developed investment strategies and products. Themed information brochures Our themed information brochures provide you with an deeper understanding of the advantages of our various specials services both for private and institutional clients. Our themed brochures deal with such diverse topics like wealth management and wealth protection, life stage planning, real estate development, charity and philanthropy, services for families, inheritance and estate planning, consolidated reporting among other. As we are in the process of continuously expanding our range of themed brochures, please visit our homepage for the full listing of currently available topics: 15

9 Imprint Publisher: Bank Frick, Concept and text: Peter Sekerka, Design: deep AG, Editing: Diction AG, Images: istock, Disclaimer The information contained in this publication was produced by Bank Frick & Co. AG and may undergo changes without notice at any time. The intent of this publication is to inform only and does not constitute an offer, a recommendation or an invitation by Bank Frick to make investments or follow a particular course of action. Services and products may not be available in all countries and may not be suitable for all recipients of this publication. Bank Frick UK Branch is authorised and regulated by the Financial Conduct Authority. Contact Liechtenstein Bank Frick & Co. AG Landstrasse 14 Postfach 43 FL-9496 Balzers Phone: Fax: bank@bankfrick.li United Kingdom Bank Frick UK Branch 7 Cavendish Square London W1G 0PE Phone: +44 (0) info@bankfrick.co.uk

10 Modern. Flexible. Secure.