erainvest

ERAINVEST SA | 10 novembre 2010

Erainvest SA

Company presentation


Company presentation

Erainvest is an independent service company, concluding agreements of collaboration with companies, insurances, banks and other corporate services in Switzerland and abroad.

Erainvest SA provides the benefits of a multi-client Family Office combined with unique networking capabilities and competences, which enable its clients to benefit from prime knowledge and experience in Wealth management.

Erainvest provides mainly services in three major areas : Wealth Management, Family Office and Corporate and Special Services


Wealth Management

As an investment advisor, Erainvest’s independence will allow for unique and unbiased asset management supervision and advice, based on highly professional and tailor made consolidation statements, providing clarity and transparency of our client’s financial landscape.


Wealth Management – list of services

• Wealth consolidation reports• Investment advisory• Asset management• Financial assets brokerage• Asset allocation analysis• Managers / funds selection• Trading orders follow-up• Performance and risk control• Margins, commissions, fees negotiations and control


Family Office

As a Family Office, Erainvest internal skills and outsourced competences will offer its clients extremely helpful means to answer most aspects of the client’s life and needs


Family Office – list of services

• Tax and legal assistance• Real estate management and brokerage• Financing, loans and financial structures• Non-financial assets management• Insurances• Private cash-flow management• Accounting• Administration• Projects management


Corporate and Special services

Where and when necessary Erainvest will be able to advise and assist its clients in various corporate matters, project management and non financial assets management


Corporate and Special services –list of services

• Incorporation of off/onshore companies• Incorporation of investment funds• Project management• Financing of yachts and aircraft• Direct participations• Venture capital• Real estate• Art collections• Jewellery


ERAINVEST SABoard of Directors

WealthManagement Family Office

Executive DirectorsSL / SB / PDB

Other AssetsCorporate

-Portfolio Investments-Consolidation-Real Estate-Lombard Loans-Risk Management-Asset Allocation

-Direct Participations-Venture Capital-Other Projects-Project Mgt

-Yacht-Aircraft-Art Collection-Jewelry-Houses

Inge AppermontOffice Manager

Loïc ZrydAssistant

Philipp De Brot Sébastien Lerjen

-Insurances-Mortgages-Financial Consult.-Legal-Relocation

Erainvest SA – the structure

Sébastien Barthassat


Board of Directors & biographies

Mr. Sébastien Barthassat – Director & PresidentSébastien has worked in the banking sector for more than 10 years. Heclimbed all the rungs, as far as becoming a member of UBS and Credit Suissemanagement in Geneva. Sébastien graduated from the Superior School ofCommerce in Geneva and has a BES license. He speaks French and English

Mr. Sébastien Lerjen - DirectorSébastien has extensive experience of the banking sector since 1997. Heworked with UBS, became a member of Credit Suisse management inGeneva as well as the Compagnie Monégasque de Banque in Monaco forthe international market. He is a Certified Financial Planner (CFP) andgraduated from University of Geneva (Politics Science). He speaks French,English and has a workable knowledge of Russian, Ukrainian and German

Mr. Philipp de Brot – DirectorPhilipp has worked in the insurance and financial consulting sector duringmore than 20 years and specialized in life insurance. He has managed aWinterthur agency in Geneva and taken management positions with anInternational Broker. Philipp is a Professor of IFAGE (Institute of ProfessionalEducation in Geneva), he speaks French and has good knowledge of English


Benefits to our clients• Management of the client’s wealth in a dynamic way and full

transparency with ERA as their trusted advisor• Global and consolidated statements on the client’s wealth’s

situation, aiming for an optimization of performance while reducing banking and management costs as well as optimizing services

• Adding clarity, transparency in order to have a true independent vision and understanding of their asset performances

• Interaction and exchange in a discreet and stimulating environment with prime professionals with complementary skills, experiences and network

• Grow the client’s network and perceptions outside their sphere of influence

• Reduce the number of interlocutors controlling the client’s assets


Benefits to our clients• By cooperating with Erainvest the clients will gain confidence in

the control of their assets and related performance.

• They will get the advantage of benefiting from a totallydedicated structure which will provide them with tailor madeservices.

• They will optimize the costs related to their portfoliomanagement and thus improve the performance

• They gain the basis to control internally their business growthand move to attractive long term business developments

«The objectives of people managing the assets will finally be the same as those owning them »

erainvest

Documents

clients management

management costs

management positions

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clients financial landscape