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EAM Day 2012 iPad


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  • 1. Dedicated global offering forIndependent Wealth and AssetManagers
  • 2. Dedicated to the business of external asset managersThe "one bank" model enables us to meet any needs  We are a specialized global department within Private Banking, truely dedicated to the needs of external asset managers Investment Banking  Provides unique access to all services within Global EAM the integrated bank, under the umbrella of EAM Department “best in class”Private Banking Asset Private Management Banking  The EAM department has a global presence, servicing the largest EAM base worldwide, supported by over 200 Relationship Managers and 70 Investment Advisors Department Global External Asset Managers Slide 2
  • 3. Unrivaled service deliveryContinuously assisting through a unified team EAMRelationship Manager (RM) Investment Advisor (IA) Manages the partnership across Credit Suisse  Offers EAM specific investment solutions Co-ordinates access to all the business  Devises innovative investment and trading ideas services of the bank  Provides "best in class" transaction services Designs tailor-made solution with specialists Provides access to the whole bankCredit Suisse has a dedicated team of experienced managers that will assist you in developing the appropriate strategy foryour business through a well versed methodology Department Global External Asset Managers Slide 3
  • 4. Global products"One stop shop" covering all investment needs Flexible solutions Investment products Comprehensive services  Foundations and trusts  Equities  Advanced reporting  Life portfolio  Fixed income  Succession services  Prime services  Alternative investments  Real estate  Private label funds  Foreign exchange  M&A consulting  Global custody  Investments funds  Hedge fund advisory  DerivativesProducts The service team offers comprehensive solutions for Independent Wealth & Asset Managers to invest in a variety of products that encompass the full capabilities of Credit Suisse Department Global External Asset Managers Slide 4
  • 5. Global adviceDedicated experts help to grow the business Dedicated investment advice Global relationship advice Delivering comprehensive and Advanced product knowledge innovative "theme based" multi-asset including; Global booking center class investment advice and specialist advice, Cross border regulatory service, specific to EAMs needs information and consulting Best in class transaction services Tailored specialist advice Providing transactional advice and Covering Legal aspects, Estate execution across all asset classes and planning, Corporate finance, Trust instruments throughout the entire solutions, Multi-national advice andAdvice front to back office process Entrepreneurial services The service team offers comprehensive solutions for Independent Wealth & Asset Managers, as well as independent and timely advice, coupled with high quality execution Department Global External Asset Managers Slide 5
  • 6. EAM technologyOne platform for EAM consisting of several integrated modules Competitive advantages EAM Net Comprehensive functionality, from Home a powerful transaction platform to Global information high-end-client reporting portal Private swift Formalities Network Application Connectivity with Easy-to-use applications, that are portfolio management Relationship opening systems used internally within Credit Suisse EAM Net Positions, portfolio &transaction Real-time connectivity, compatible Portfolio FOREX Net Trading with many Portfolio Management Reporting & performance Systems FX deals calculation INVESTNet Multi-national technology approachTechnology Portfolio analysis & investment proposals for all booking centers world-wide Our easy to use technology will support in meeting business needs and addressing the demands of clients through a single dedicated platform Department Global External Asset Managers Slide 6
  • 7. Booking centers & service locationsGlobal coverage allows to book independently of the domicile of clients Booking center Switzerland Gibraltar Luxembourg Germany Guernsey Singapore Hong Kong London Booking Alternative Multinational Dedicated First choice Second Financial One of the centers in EU-based and investment for UK largest hub of the major Zurich, EAM service multilingual advice for resident non- booking emerging financial Basel, boutique in experts in German domiciled center after Asian centres in the Geneva, a common classical EAM, highly clients Switzerland market, a world Lausanne law EAM as well experienced gateway to and Lugano jurisdiction as Private in the Specialists For Asian China Specialized Label Fund German and in innovative, clients in serving UK “One stop Specialize in business other tailor-made wanting to An based asset shop”range , mortgages International structures book locally experienced managers of for markets and trust and and well investment investments business europeans resourcedLocations solutions in Spain and looking for booking Fund set-ups global platform diversification Service locations Proximity to Service desk market, providing investment specialist advice Panama experts within Uruguay for EAM the business Department Global External Asset Managers Slide 7
  • 8. Advanced investment advisory offeringService according to level of sophisticationEAM Net Day & night desk Dedicated publications Events / roadshows Research products Specialist advice & transactional services  Level of sophistication & commitment Asset class specific investment advice, access to analysts  support in execution of trades Full Flexible brokerage solutions, with 3rd party custodians Dependent on General advice & transactional services Cross asset class investment advice Proactive trading advice, generalist advice, latest market information Events & road shows Self service (EAM Net) Daily/weekly advisory flashes, sent via email  research and trading is available through our fully customisable and easy to use web interface All Delivered across a global footprint Department Global External Asset Managers Slide 8
  • 9. Unique offering for Multi-Family OfficesSolutions enable Multi-Family Offices to serve their ultra-wealthy clients Wealth preservation Wealth growth Wealth control Open platform Estate planning  Alternative investments  Bill payment services  Art/ horse/ yacht Financial planning (direct, indirect and  Cash management consulting coinvestments)  Corporate finance Labelled fund solutions  Global diversification  Capital market access  Family governance Philanthropic planning and structured solutions  Investment/ asset Relocation support manager controlling  Legal advise  Financing solutions (incl. Tax planning and ship, aviation and trade  Porfolio, investment &  Philanthropy support statement preparation financing) performance reporting  Real estate consulting Strategic asset allocation  Private investment  Portfolio, transaction &  Startup consulting opportunities risk management  Succession planning  Recordkeeping Credit Suisse as solution provider to UHNWI Third-party providers Provision of access to a vast range of services and products globally High efficiency through state-of-the-art technology solutions Strong network to external providers Department Global External Asset Managers Slide 9
  • 10. Summary of the EAM desks strengthsTailor-made solutions delivered Investment products & services Specialist network of advisors Worldwide access to financial markets, products and expertise Funds Financial Relationship products manager Open architecture Estate Corporate planning EAM finance Credit Suisse & third party products Investment advisor Foundations Tax Traditional Alternative & trusts Country & Market SpecialistsCutting-edge technology Global organization, unique co-operation EAM Net Panama United Kingdom Hong Kong Home Germany Luxembourg Private swift Formatilities Singapore Uruguay Guernsey Network Tool Switzerland EAM Net Portfolio Net Forex Trading Gibraltar INVESTNet EAM service desk EAM booking desk Department Global External Asset Managers Slide 10
  • 11. A flexible approach for each EAMWe develop an own tailored solution for each EAM Every EAM is different Size, structure, lifecycle and clients Indivdidual needs vary Flexible approach You will be heard Understanding your "day to day" requirements Understanding your long term goals & objectives We tailor a solution Solutions according to your specific business needs Services to support your future growthNote: EAM (External Asset Manager) is a term used internally within Credit Suisse for Independent Wealth & Asset Managers Department Global External Asset Managers Slide 11
  • 12. Contact details CS EAM Department Internet: details Department Global External Asset Managers Slide 12
  • 13. General Disclaimer/Important InformationThis document was produced by and the opinions expressed are those of Credit Suisse as of the date of writing and are subject to change. It has beenprepared solely for information purposes and for the use of the recipient. It does not constitute an offer or an invitation by or on behalf of Credit Suisse toany person to buy or sell any security. Nothing in this material constitutes investment, legal, accounting or tax advice, or a representation that anyinvestment or strategy is suitable or appropriate to your individual circumstances, or otherwise constitutes a personal recommendation to you. The priceand value of investments mentioned and any income that might accrue may fluctuate and may fall or rise. Any reference to past performance is not aguide to the future. The information and analysis contained in this publication have been compiled or arrived at from sources believed to be reliable butCredit Suisse does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from the usehereof. Credit Suisse may have acted upon the information and analysis contained in this publication before being made available to clients of CreditSuisse. Investments in emerging markets are speculative and considerably more volatile than investments in established markets. Some of the main risksare political risks, economic risks, credit risks, currency risks and market risks. Furthermore, investments in foreign currencies are subject to exchangerate fluctuations. Before entering into any transaction, you should consider the suitability of the transaction to your particular circumstances andindependently review (with your professional advisers as necessary) the specific financial risks as well as legal, regulatory, credit, tax and accountingconsequences. Neither this document nor any copy thereof may be sent to or taken into the United States or distributed in the United States or to a USperson, in certain other jurisdictions the distribution may be restricted by local law or regulation. Neither this report nor any copy thereof may be sent,taken or distributed in Japan. Credit Suisse, a Swiss bank, is authorized and regulated by the Swiss Federal Banking Commission. Credit Suissedisseminates research to its clients, which has been prepared by either itself or any of its affiliates.This document has been issued in Hong Kong by Credit Suisse Hong Kong branch, which is an Authorized Institution licensed by the Hong KongMonetary Authority and a Registered Institution under the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong). Credit Suisse(Deutschland) AG, authorized and regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht, disseminates research to its clients that has beenprepared by one of its affiliates. This document has been issued in the UK by Credit Suisse (UK) Limited and Credit Suisse Securities (Europe) Limited,London. Credit Suisse Securities (Europe) Limited and Credit Suisse (UK) Limited are associated but independent legal and regulated entities within theCredit Suisse Group. Both are authorized and regulated by the Financial Services Authority. The protections made available by the UK’ Financial sServices Authority for private customers do not apply to investments or services provided by a person outside the UK, nor will the Financial ServicesCompensation Scheme be available if the issuer of the investment fails to meet its obligations.This document may not be reproduced either in whole, or in part, without the written permission of Credit Suisse.© 2012, Credit Suisse Group AG Department Global External Asset Managers Slide 13