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Private Investment Banking International Private Investment Banking Geneva London Paris Brussels Monaco Nassau

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  • 1. Private Investment Banking International Private Investment Banking Geneva London Paris Brussels Monaco Nassau

2. Private Investment Banking What are the Benefits of Private Investment Banking? You deal with a designated account representative for all requirements related to your account You can view your account 24/7 online You can invest in a comprehensive range of investments including funds, stocks and precious metals As part of our private banking services we are able to offer a comprehensive and competitive currency exchange service in all major currencies. Global Financial Expertise Wherever You Are www.prycewarner.com 3. Private Banking Private Banking services are sometimes called Overseas or Offshore banking services This simply means that the account, investment or savings plan is based outside the account holder's country of residence Offshore banking is closely regulated and provides a range of facilities that are particularly useful to Expatriates, or individuals resident in their own countries that travel extensively. Global Financial Expertise Wherever You Are www.prycewarner.com 4. Additional Benefits Risks can be reduced by managing a wider range of investments that might otherwise be unavailable in onshore investments. Inheritance may be passed on to anyone, avoiding any forced heirship regulations that may apply in the investor's country. Your investment accounts are ring-fenced this means that all assets within your account are attributable solely to you and do not form part of the assets of the institution concerned. You can have a bank account open in multiple currencies, thereby reducing risk With different time zones around the globe, offshore banks are usually designed to serve their customers 24/7. Global Financial Expertise Wherever You Are www.prycewarner.com 5. Further Benefits Offshore banks are mostly utilised by regular travellers, as such many banks offer members useful promotions such as free travel insurance, meeting rooms and airport concierge at no cost. Private investment banking has significant advantages for Expatriates as well as individuals domiciled in their own countries, but for business or personal reasons travel extensively. The advantages of having an investment bank account that allows access to global investing and the ability to withdraw monies as required in more than 26 currencies is extremely advantageous to account holders. Global Financial Expertise Wherever You Are www.prycewarner.com 6. Why Pryce Warner International Group? 40 Years Experience In Dealing with the Needs of Expats Throughout the World Greater Control over Your Investment Management Greater Breadth of Investment Opportunities Increased Estate Planning Opportunities Transparent Costs Clear & Concise Investment Reporting Global Financial Expertise Wherever You Are www.prycewarner.com 7. Investment Options Portfolio Investments can be tailored around your needs and circumstances Particular attention will be paid to you withdrawal requirements & the currencies required All our portfolios are Multi-Currency and Globally Diversified Freedom to Add & Remove funds as needed Global Financial Expertise Wherever You Are www.prycewarner.com 8. Our Fund Performances as at 31st December 2013 Global Financial Expertise Wherever You Are www.prycewarner.com Performances are Shown in %Annual Compound Rates of Growth See next slide for relevant fund details 9. Pryce Warner lnternational Growth Portfolio This Portfolio is a Multi-Currency Globally Diversified Equity Portfolio providing comprehensive access to markets around the world & provides a suitable structure for investors requiring regular income provision. Pryce Warner lnternational Growth & lncome Portfolio This Portfolio is a Multi-Currenry Globally Diversified Equity Portfolio providing comprehensive access to markets around the world whilst at the same time providing added focus for the regular income needs of investors. Pryce Warner lnternational Bond & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Portfolio providing comprehensive access to Bond & lncome Producing lnvestments around the world whilst at the same time providing for the regular income needs of investors. Pryce Warner lnternational Property & lncome Portfolio This Portfolio is a Multi-Currency Globally Diversified Property Portfolio providing comprehensive access to property markets around the world. The portfolio allows complete liquidity whilst at the same time accessing & investing in the global property markets in a diversified & balanced manner. Global Financial Expertise Wherever You Are www.prycewarner.com 10. In summary We are an INDEPENDENT Consultancy Group with over 40 YEARS experience We have a PROVEN TRACK RECORD We work with the WORLDS BEST INVESTMENT MANAGERS We provide a PERSONAL SERVICE for our clients ARE YOU ON THE RIGHT TRACK FOR YOUR FINANCIAL FREEDOM & INDEPENDENCE? Global Financial Expertise Wherever You Are www.prycewarner.com 11. Private Investment Banking International Private Investment Banking Geneva London Paris Brussels Monaco Nassau