parker forrester brochure

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Parker Forrester 2008 brochure. Parker Forrester are a Financial Brokerage offering a range of investment and offshore products based in Shanghai. Website at: http://www.pftrade.net/

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The Parker Forrester story dates backto creation of the two Internationally-basedbrokerage firms Parker Europe AG and ForresterManagement at the start of the twentieth century.

The two family-run companies merged in2006 to become Parker Forrester, organisedin the form of a partnership. In other words thepartners who owned the company were alsothe managers of the company.

This spirit of partnership between managerscontinued when the group's holding companybecame a privately held limited company.This means Parker Forrester’s direction isnot dictated by the need to satisfy nextquarters earnings.

In 2007, managed assets - of both our privateand institutional customers - increased from126% to 335%. Currently, the figure is arounda 3X year over year increase.

Our growth - unique in the history ofParker Forrester - is the result of the strongperformances on the equity markets, and ourfocus on attracting new customers and of theconsolidation of the investments of ourexisting customers.

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Investment PhilosophyOur Investment Philosophy is based on three principles

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Personal dialogue with the Asset ManagerThe Client's requirements and objectives areprecisely determined to define how the portfoliowill be managed in the future.

Your age, ambitions, family and even yourcharacter are factors that can influence yourfinancial planning.

It is for this reason that Parker Forrester assignsyou a permanent contact who gets fully involvedin your situation.

Your portfolio is regularly analyzed, evaluatedand adapted. Management can only be effectiveif there is permanent dialogue between you andyour Asset Manager.

Long-term relationshipOur investments strategy does not bank onshort term. The task of your Asset Manager is tooptimize return and limit risk over the long term.

Depending on your profile, he will target amaximum return over an investment horizonof between three and five years.

Continuous interaction between the researchdepartment and the Asset ManagersMacroeconomic studies with financial andtechnical analyses form the cornerstonesof effective Wealth Management.

The final investment decision always lieswith the Asset Manger. His experience of themarkets and his knowledge of your situationand of your risk profile are key factors inoptimizing our portfolio.

We ensure that the liquidity of the product isguaranteed, that you can always track thevalue of your position easily and we help youin minimizing your risks. We are therefore notsimply a supplier of derivative products,more importantly a partner that specializesin solutions for complex problems.

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Open ArchitectureTailor-made Structured Products

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Our results in terms of research and investmentsare excellent and we owe these primarily to ourinternal team of experts. We also actively seekout all opportunities on the financial markets.

And because two heads are better than one,it is also important from this perspective toexploit the knowledge of outside experts (forinstance through investments, joint ventures,management subcontracting and third partyfunds). This 'Open Architecture' philosophyenables us to meet your needs more effectively.

Our subsidiary Parker Forrester Capitalspecializes in the section of hedge funds.Parker Forrester Capital manages several fundswhich, in turn, invest in the individual hedgefunds. Hedge funds target an absolute return,regardless of market movements.

In this way, they can reduce the volatility andrisk level of an investment portfolio. The aim isnaturally to preserve the initial capital and togenerate a positive return.

Using the funds of Parker Forrester Capitalallows for the diversification between differentmanagers and strategies, a diversificationsupported by continuous and detailed analysisof all the relevant risk (due diligence). ParkerForrester Capital's expertise provides significantadded value for any portfolio.

Hedge FundsA return unrelated to market movementsParker Forrester specializes in the development,structuring, issuing and hedging of complexderivative structures. The range of productsincludes the structuring, pricing and hedging ofOTC equity derivatives, the issuing of warrants,equity linked notes, equity linked bonds andspecific derivatives for companies (for instance:hedging of equity plans and issuing of warrants).

As a private client, you can subscribe to theproducts offered by Parker Forrester and itsvarious partners. It is also possible for wealthyinvestors to have structured products tailor-made to their requirements. You can, forexample, hedge positions that for historicalreasons, now account for an excessively largeshare of your portfolio and cannot be sold easily.

You can also incorporate your assets into anindividual guaranteed capital structure. Theservice is not however limited to defining thestructure of completing the transaction.

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Type of ManagementParker Forrester consulting offers you a choice in management approaches

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Discretionary ManagementYou leave it to Parker Forrester Consultingexperts to execute all the financial transactionsrelating to the mix and management of assetson your assets on your behalf. While you retainownership of your assets, this form ofmanagement frees you from the constraintsof tracking, monitoring and decision-makingto be made on a day-to-day basis.

Advisory ManagementEntrusting Parker Forrester Consulting expertsto monitor your assets with the knowledgethat no transaction is performed without yourconsent. In other words, you benefit fromthe active advice of our Assets Mangers whileretaining decision-making power.

Whichever Management Approach you choose,you can opt for:

- Individual investments- Investment funds.- A combination of the two

Please do note that Parker Forrester Consultingalso offers funds of funds, in other words,funds which invest objectively in other funds,in particular third party funds. For smallerinvestments we recommend that you choosethese products using the discretionarymanagement approach.

If you opt for discretionary or advisorymanagement, we jointly complete amanagement agreement. You can than selecta conservative, neutral or active approach.It is also possible to choose advisorymanagement without risk profile wherethe approach is simply to seize marketopportunities. Your Asset Manager willbe pleased to give you more detailedexplanations about the various possibilities.

However, if you prefer to manage your Assetsentirely independently, you can opt for personalmanagement. In this case you do not sign amanagement agreement and Parker Forrestersimply executes your transactions and performsthe administrative follow-up. This formula alsoenables you to benefit from the active adviceof our experts while it is you who retain controland responsibility for the overall managementof your assets.

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Benefits of Investing Offshore

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In the past, offshore investing was considereda tool for the wealthy to avoid taxes. Althoughthere are wealthy people and companies thatsetup offshore, there are many average wageearners that are setting up offshore as well.Some people have simple offshore structuresamounting to no more than a bank account orcredit card to allow them access to internationalmarkets. Others have more complicatedstructures that include trusts.

Offshore investing is not something you hearon the evening news, however it is a multibillion-dollar industry that has forced most ofthe world's major financial institutions to locateoffices in offshore jurisdictions such as the Isleof Man, Switzerland and the Channel Islands.

More generally 'Offshore" refers to a widerange of investment strategies whosecommon denominator is that they occuroutside your home country of employmentin a low tax jurisdiction.

Anymore can benefit from the greater returnsto be derived from offshore investments.In fact, depending on your situation, offshoreinvestments may offer you a variety of benefits.These are many reasons why people useoffshore investing as part of their portfoliostrategy. Some of the core reasons for choosingto put your wealth in an offshore environmentare listed below.

Assets ProtectionWhy is asset protection important? It holdsyour assets together while sheltering themfrom potential harm. After all, none of us canbe certain of what the future will bring. This iswhy Parker Forrester believes in preparingyou for tomorrow, today. How? By usingoffshore jurisdictions that have world classinvestor protection.

The United Kingdom investor protection lawsrank as some of the best in the world and theDepartment of Trade and Industry has grantedthe islands of Jersey, Guernsey and Isle ofMan 'Designated Territory Status', meaningthat they are able to offer equal or betterinvestor protection.

They go so far as to offer the best investorprotection scheme in the world, providing allpolicyholders compensation of up to 90% oftheir investment value in the unlikely eventthat the Company is unable to meet its liability.The priority system prevents the investorcompensation scheme' proceeds from beingused to meet the claims of any other creditors.

Parker Forrester will only recommendjurisdictions that provide its investorswith excellent investor protection.

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ConfidentialitySome people believe that it is their right to haveabsolute privacy in their financial, business andbanking affairs. In most countries it is verydifficult, if not impossible, to accomplish thisdue to the reporting requirements of governmentagencies. Many offshore countries do not havethese reporting requirements. In fact, it is illegalin many offshore jurisdictions. There are a widevariety of countries that have minimal or notax legislation that applies to residents andexempt companies.

Due to the absence of tax liabilities, the returnon investments within offshore locations likeChannel Islands or The Isle of Man will provide ahigher return on mutual funds, deposit accountsand other investments vehicles.

Estate PlanningThe laws in many offshore jurisdictions canmake estate planning less complicated. As aresult, it may be prudent for one to considerthe utilization of offshore vehicles as part ofthe estate planning process.

When investing offshore, expatriates andinternational investors alike benefit from: riskadjusted investment solutions, custom madeportfolio strategies, a greater range of topperforming funds, dedicated personalizedclient support, first class administration andtotal confidentiality.

Often Parker Forrester find’s that when meetingwith prospective clients, they are surprised atthe many opportunities available within theoffshore financial environment that can savethem both capital and time!

In short, your Offshore Adviser can doeverything your high street bank can doand more.

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Estate Planning

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Rarely has the taxation of personal assetsundergone such a profound change in recenttimes. A radical change in the taxation of capitalincome is taking place with the entry into forceof the European Savings Directive. The trendtowards financial transparency continues withplanned abolition of bearer securities.

Estate planning is being turned upside downwith the drastic reduction in gift taxes onpersonal assets. These developments - morethen ever before - require individual taxpayers toplan their finances and estate carefully becausethe numerous changes in the tax law introducerisks of increased taxation but also opportunitiesto reduce these taxes.

Given the complexity of the tax law, advisors arerequired, Parker Forrester's Estate Planningteam is at your service for advice.

As with all its other activities, Parker Forresteraims to deliver a first class service.

This it can achieve through a team consistingof top experts, university professors, authorsof renowned scientific works and speakers atconferences and seminars. The professionalismand ethics of the team make it one of the mosthighly regarded teams of estate planningadvisors in the world.

The members of our Estate Planning Groupare therefore specialized in various aspectsof financial estate planning.

They provide clients with the benefit of theirvast experience in a personalized manner.

Our services are necessarily multi-disciplinaryThey encompass the various aspects (financial,fiscal and legal) in an integrated manner. Thismulti-disciplinary approach provides addedvalue for our clients.

Finally, we provide our services in strictcompliance with tax and regulatory provisions.This is an additional layer of security that weadd to the excellence of our services.

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Competitive Advantage

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Segregated mandatesParker Forrester's assets managementis achieved through separate accountmanagement. Separate accounts allow clientsto set specific guidelines or restrictions (e.g.excluding securities of a certain industry), andare generally appropriate for large institutionalclients who can meet higher investmentminimum's. These clients have the flexibilityto choose their own custodial bank for tradingand record-keeping.

Pooled funds, Investments funds & Mutual fundsInstitutional clients can also access most ofour investments strategies through pooledinvestment funds, a convenient, efficient,and tax-effective way to access our institutionalpooled fund families designed for a varietyof clients, including dedicated funds.

Investment fund management servicesParker Forrester Institutional AssetManagement serves the investment needs ofpension funds, insurance companies, banks,charities, public authorities, universities andother corporate institutions.

In serving every client, our goal is to deliverstrong, consistent investment results throughinnovative products and outstandingclient service.

What makes us stand out? - Independence"An independent company with its investmentand research center based in New York servicinginstitutional clients worldwide."

Parker Forrester is constituted by a partnershipof 17 partners who are in charge of the dailymanagement. This stability contributes to thesuccess of the company. As a completelyindependent financial institution, we are able toguarantee to our clients the impartiality of ourresearch and the management of their assets.This independence is therefore a key advantagefor our institutional clients.

Parker Forrester's Asset Management teamplays the current trends on the market and looksahead to the future needs of it's clients - throughthe creation of Innovative Concepts and Funds.

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Common Questions

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- What is the best mix for my assets accordingto my present and future income andexpenses?

- How can I alter this mix in response to changesin the economic content?

- How can I optimize my return as an individualinvestor? Is it still possible to track down highyield securities?

- How can I avoid investing in securities withhidden risks?

- Every day brings a series of new financialproducts. How can I find out if they areinteresting for me as an investor?

- How can I avoid products that are riskier thanthey appear at first sight?

- To find a satisfactory answer to thesequestions and many others, you can rely onthe broad expertise of Parker ForresterConsulting experts.

Our Asset Managers can give you, as acustomer, a precise idea of the potentialreturn on your assets. Based on your situationand your risk profile, a long-term strategyis developed.

- Our economists monitor trends in the globaleconomy and from a macroeconomicperspective determine the best asset mixfor your portfolio.

- Our analysts carefully assess the situationof individual companies and help our AssetManagers to select equities with an excellentrisk / return ratio.

The most important link in our investmentstrategy is you. Parker Forrester Consultingis one of the few private brokerages tocommunicate actively with its client and to takegenuine account of their individual aspirations.

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Parker Forrester Consulting © Copyright 2008