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A perfect World? Doris Andres Director ‐ CIO
sBI, swissBEST INVEST limited
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sBI Group From the Matterhorn …
… to The Rock
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sBI Group sBI, swissBEST INVEST AG, Zürich
sBI, swissBEST INVEST Global Investments AG, Zug
sBI Funds PCC limited, Gibraltar
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sBI Group Assets
Insurance
Fonds
Services
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Passporting Swiss Investment Managers NOT accepted in EU
For EU Investment Managers: Passporting available for whole Europe
Market timing
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sBI Group sBI, swissBEST INVEST AG, Zürich
sBI, swissBEST INVEST Global Investments AG, Zug
sBI, swissBEST limited, Gibraltar
sBI, swissBEST INVEST Fund Administration limited, Gibraltar
sBI Funds PCC limited, Gibraltar
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sBI Group Assets
Insurance
Fonds
Services
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Why Investment Management? Profit Optimisation
Duty Optimisation
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Investment Boutique Asset Management
Fonds
Insurance
Services
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Insurance Wrapper
Deposit
Insurance Wrapper
Insurance Wrapper around existing assets Deposit
Insurance policy
Tax advantages
Further Investment Vehicles
Insurance policy
Application Criteria
Kind of Application in FSO98
Course of the admission
Time frame
Costs
Summary Investment Manager Assets Cat II Wealth Policy
A B
PLF Funds FO
PSD
C
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For a perfect World! Doris Andres Director ‐ CIO
sBI, swissBEST INVEST limited
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This presentation is made by sBI and may not be copied, altered, offered, sold or otherwise distributed to any other person by any recipient without the consent of sBI. Although all reasonable effort has been made to ensure the facts stated herein are accurate and that the opinions contained herein are fair and reasonable, this document is selective in nature and is intended to provide an introduction to, and overview of, the business of sBI. Where any information and statistics are quoted from any external source, such information or statistics should not be interpreted as having been adopted or endorsed by sBI as being accurate. Neither sBI nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this information. The facts and information contained herein are as up to date as is reasonably possible and may be subject to revision in the future. Neither sBI nor any of its directors, officers, employees or advisors nor any other person makes any representation or warranty, express or implied, as to the accuracy or completeness of the information contained in this presentation. Neither sBI nor any of its directors, officers, employees and advisors nor any other person shall have any liability whatsoever for loss howsoever arising, directly or indirectly, from any use of this presentation. This presentation may contain projections or other forward‐looking statements that involve risks and uncertainties. Readers are cautioned that these statements are only projections and may differ materially from actual future results or events. All forward‐looking statements are based on information available to sBI on the date of its posting and sBI assumes no obligation to update such statements unless otherwise required by applicable law.