2. Legal Notice & Disclaimer
By accessing this presentation of MSM Investment Advisors S.A. (here after MSM) and its links, you agree to the legal information contained herein. The
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of information contained on this presentation of MSM would violate the country's applicable laws or regulations whatsoever.
The information published on this presentation of MSM does not constitute or form part of an offer or solicitation to sell, or an invitation to subscribe for,
shares or units in investment funds or other securities, or an offer to provide investment advisory services or other services referred to herein.
The information made available contained in MSM’s presentation has been obtained from sources believed to be reliable, but which have not been
independently verified; no guarantee, representation or warranty is given and no responsibility or liability as to its accuracy or completeness is accepted.
MSM has taken all reasonable care to ensure that this information is fair, accurate and complete.
MSM declines any liability for, but not limited, to losses or damages whatsoever that may arise from accessing this presentation on the Website of MSM
and its links. All information available on the MSM Website is protected by copyright without prejudice to the copyright of third parties. MSM reserves its
rights with respect to copyright and trademark ownership of all information on this presentation and it’s website.
Nothing contained on this presentation shall be construed as a specific investment, legal, tax or other advice. Any information or opinions found thereon
may have no relevance to the specific investment objectives, financial situation or particular needs of any specific recipient of the said information. An
investor should always obtain relevant, personal and specific professional advice before making any investment decision. The information or opinions
contained in this presentation are provided for personal and informational purposes only and are subject to change without notice.
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3. Profile
Wealth Management Services
• MSM is a multi family office platform dedicated to providing global families with a highly
personalized, responsive and tailored wealth management and corporate advisory service.
• MSM provides an Investment Advisory Service designed to offer independent advice focused
exclusively on ensuring clients meet their individual risk adjusted investment objectives.
• MSM provides oversight and performs quarterly reviews on all client fiduciary and trust
structures to ensure relevance and effectiveness. [We partner with professional advisors
seasoned in handling such matters and take appropriate action where required]
• MSM has preferred partners and a network of alliances that provide discretionary asset
management, corporate advisory and real estate services
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4. MSM Investment Advisors SA
The Team
Milan S. Morjaria
• Earned a B.Sc (Hons) degree in Economics from the London School of Economics and Political Sciences
• 22 years of experience at Citigroup, most recently focusing on European Ultra High Net Worth clients
• and their family offices
• In 2010, founded MSM Investment Advisors S.A., a wealth management service for global families
Arpana Sharma-Morjaria
• Earned a B. Sc. (Hons) degree in science from the University of Bhopal
• 20 years of experience in the world of fashion and choreography
• In 2010, joined MSM Investment Advisors S.A. as a director
Markus A. Bettels
• Earned a Bachelors Degree in Political Science and Communications from Denison University, OH, USA.
• 6 years of banking experience at Citibank (Switzerland) AG focusing on European Ultra High Net worth
• families
• In 2011, joined MSM Investment Advisors S.A. as relationship officer
Victoria C. Gabb
• 14 years of experience as an administrative assistant
• 4 years of working experience in a private banking environment
• In, 2010, joined MSM Investment Advisors S.A. as an administrative assistant to the founder
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6. Investment Activities
Portfolio Management
• Collectively, 60 years of Private Banking, Portfolio and Alternative Investment Management
• experience between principal partners at MSM Investment Advisors S.A. and New College
• Capital Ltd.
Discretionary • Managing assets across all asset classes and types specializing in non traditional benchmarks and absolute
• return strategies.
• Mandated special portfolios on a discretionary basis for CLO and CDO trading strategies.
• Cost effective and attractive risk adjusted returns in multi currency benchmarks.
• Assets Under Management exceed USD 250 million in advisory mandates.
• Provide integrated trading platforms and solutions for all types of investment products.
Advisory • Provide Institutional access and pricing via prime brokers for all trading clients.
• Provide active advisory and risk management solutions on global asset allocation and
• alternative investment strategies for all advisory portfolios.
• Specialize in active due diligence, product validation and after sales on asset classes and
• investment styles.
• SJP Opportunities Fund SICAV Ltd., a multi strategy absolute return hedge fund that seeks to achieve
Proprietary Products • returns of 6 month € LIBOR + 5% to 7% per annum with low correlation to any single asset class. We also
• offer a USD share class.
• SBS Opportunities Fund SICAV Plc., a multi strategy absolute return hedge fund that seeks to achieve
• returns of € LIBOR + 3% to 5% per annum with low correlation to any single asset class.
• Assist in identifying and co-investing with reputed property partners in UK, US and Asia in real estate as an
asset class. Seek to achieve 15-20 per cent IRR returns with limited leverage over a three year time
Co-Investment Ideas •horizon.
• Access to investment opportunities in innovative technologies in HighTech, GreenTech and Life Sciences.
Our principals are co-investment partners in all recommendations to ensure alignment of interests.
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7. Defining the process
Collaborative Approach
What we do for you?
Pre agree a clear and written set of deliverables
How we do it?
Design and construct a process to deliver tangible and relevant ideas
What do we compare you to?
Establish an after sales process to ensure accountability
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8. Deliverables
Clear Accountability
•Establish clear set of investment objectives
•Agree asset allocation on a regular and pro -active
Investment Advice basis
•Generate relevant and timely investment themes and
ideas
•Find the most appropriate counterparties in the
market place
Execution •Negotiate institutional pricing and ensure “best” price
execution
•Provide pro-active after sales
• Produce a consolidated statement with analytics
• Provide relevant risk metrics to measure
Reporting & After Sales • volatility
• Have a regular reviews to ensure consistency
• with asset allocation
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9. The MSM Approach
The Orchestrator
Majority of mandates begin their relationship at this stage
Trust & Fiduciary
Companies
Private
Banks
Legal
Advisors
Accounting
& Tax
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10. The MSM Approach
The Family Office Manager
The Ultimate Global Family Office Manager Service
Educate & Organise &
Assist in Implement
Family Goals
Centralize Execute
Tax & Regulatory Investment
Issues Strategies
Coordinate &
Measure & Manage
Monitor Professionals
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11. Network of Partners
An extended global network
Banking Asset Management Advisory Services Fiduciary Services
• 4 US Financial Institutions • New College Capital Ltd • MSM Coba Asset • 2 Swiss Providers
• 4 Swiss Private Banks (London) • Management • 2 Singapore Providers
• 1 Singaporean Private • Global View Inv. S.A. • MSM Galion Sarl • 1 Dubai Provider
• Bank (Geneva) • MSM BellHouse Capital
• 1 Hong Kong Private Bank • MSM Investment Advisors
• S.A. (Geneva)
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12. Strategic Partnership
MSM New College Capital
• The aim is to leverage over 60 years of combined investment management experience
and intellectual capital between the partners of MSM Investment Advisors S.A. and New
College Capital Limited in providing independent and impartial investment advice to our
corporate and private clients.
• Our special focus is to help our client establish clear investment objectives and
implement appropriate investment policies.
• We do not believe that investors are best served by working with a single financial
institution and entrusting that institution with the management of financial assets across
the entire spectrum of asset classes, markets and investment styles.
• We are paid by our clients who entrust us with confidential information and trust us in
managing their substantial assets. We respect this trust and put their interests and
objectives above all.
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13. Strategic Partnership
MSM Coba Asset Management
• The aim of this partnership with MSM Investment Advisors S.A. is to help
source, secure, structure and actively manage direct investments in
commercial and residential property.
• The partnership combines property, fund management and banking skills
to enable investors to make prudent and interesting long term investments.
• The partners bring the professional approach of an institutional investor
combined with the entrepreneurialism of a successful property company.
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14. Strategic Partnership
MSM BellHouse Capital
• MSM Investment Advisors has a strategic alliance with BellHouse Capital, an Emerging
Markets focused Capital markets and Merchant Banking Firm led by former London
Management Board member of Unicredit with over 22 years of financial markets expertise.
• The strategic alliance is specifically designed to enhance and augment the array of product
offerings of MSM Investment Advisors to encompass the full suite of capital markets and
investment banking products.
• MSM shares a common vision of working with integrity, professionalism and trust to benefit
our clients by leveraging our network of relationships with BellHouse Capital’s global
institutional investor clients ranging from long only, hedge fund and sovereign wealth fund
investors.
• BellHouse Capital boasts superior proprietary deal flow and its institutional client group and
principals co-invest alongside our investors in projects, transaction, thereby aligning interests.
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15. Strategic Partnership
MSM Galion Sarl
• To partner with MSM Investment Advisors S.A. to provide access to innovative technologies
via private equity investing in HighTech, GreenTech and Life Sciences.
• Key principals bring over 80 years of combined legal, medical and financial expertise and access
to an un-paralleled network of senior executives, entrepreneurs, investors and attorneys.
• Principals have an ability to co-invest capital in all deal flows originated by this partnership.
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16. Council of Advisors to MSM Investments Advisors SA
Alex Ciravegna
Director at New College Capital. Alessandro has a Masters Degree in MML from the University of Cambridge and has 21 years experience in
financial markets. He started his career as a graduate trainee at Merrill Lynch in London. He subsequently joined Citigroup where he worked
in London, Athens and New York in various investment advisory and business management functions. In 1999, Alessandro founded New
College Capital Ltd to provide specialist investment advice to European based investors.
Robert Reoch
Director at New College Capital. Robert has a Masters Degree in Chinese and Law from the University of Cambridge and has 21 years
experience in financial markets. He started his career as a graduate trainee at J.P. Morgan in London. He subsequently worked in corporate
finance at J.P. Morgan in Asia until moving to London as one of the founders of the bank’s credit derivatives business. Robert has been Head
of credit derivatives at Nomura in London and Head of credit derivatives at Bank of America in San Francisco. In 2001 Robert founded Reoch
Credit Partners to advise regulators, banks and other financial institutions on risk, strategy and pricing aspects of credit derivatives and
structured credit products. He is a frequent speaker at industry conferences.
Dr. Werner Tscholar
Founder of Gallion Corporate Advisory services. Werner, has 22 years of experience in the field of biotech, medtech pharmaceutical and
diagnostics. Held senior executive positions at Novartis, BMS & Schering-Plough and is co-founder and CEO at several biotech ventures and
private equity companies. He holds a degree in Medicine (MD), pharmacy (MA) & clinical pharmacology (PhD), MBA.
David Richard
Non-executive Chairman at Coba Asset Management. He has over thirty years´ commercial, investment and private banking experience
initially working for Grindlays Bank in London, Zurich and Delhi before joining Citicorp Investment Bank in 1986.
He spent ten years with Citibank Private Bank at Berkeley Square as Head of UK, Ireland, Scandinavia, Greece and Israel before joining Credit
Suisse as Head of Private Banking and subsequently Lombard Odier Darier Hentsch as CEO and Vice Chairman. He remains a Senior Advisor
to the Lombard Odier Group. He has an MBA from Cranfield and graduated from Birmingham University.
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17. Council of Advisors to MSM Investments Advisors SA
Atul Amin
Managing Partner, Atul is the founding partner of Hugh Cartwright & Amin, a solicitors practice established
in England and Wales in 1984. Atul has over 25 years experience dealing with an international client base
focusing on Ultra High Net Worth families and their international businesses. Atul is a lawyer by profession
and has a Bachelors of Science in Physics from Queen Mary College, University of London. He qualified as a
solicitor in England and Wales in 1978. His firm specializes in all aspects of Commercial and Corporate law,
with particular strength in property, commercial litigation and banking law.
Inderjit Bedi
Co-Founder and Chief Executive Officer of BellHouse Capital Ltd. Inderjit has 21 years experience investment
banking with Banker’s Trust, BNPP and most recently was a London Management Board member for
UniCredit (HV) and Managing Director jointly responsible for UK fixed income sales, global hedge fund
coverage and Western Europe structured product sales.
In his 8 year tenure at UniCredit (HVB), he founded the bank’s entire hedge fund coverage and convertible
bonds sales, trading and research activities and has spearheaded the distribution of several benchmark
Euromaket transactions from OECD and emerging markets issuers alike. Inderjit holds an MA in Engineering
Science from St Edmund Hall, Oxford University.
Graham Gould
Managing Director at Coba Asset Management, Graham has had almost thirty years of varied commercial
experience, the last ten of which have been in property.
He founded Residential Property Investment Management in 1999 and COBA Asset Management in 2003.
After graduating from INSEAD he spent twelve years as head of the Financial Institutions Group of The COBA
Group, an international firm of management consultants of which he was a founding member in 1985.
Whilst there he advised many major clients such as Citibank, Royal Bank of Scotland and Societe Generale.
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18. Significant Milestones by MSM
Year Month Milestone
2011 September MSM passes it’s second self regulated audit as a
member of the Association Romande des
Intermediaire Financiers (ARIF)
2011 June MSM Celebrates it’s First Anniversary.
Client Advisory and Asset Allocation mandates exceed
USD 250 million.
2011 January MSM sponsors Treasure as it’s Charity of Choice for
2011. (www.childrenaretreasure.org)
2010 December Client Advisory and Asset Allocation mandates exceed
USD 100 million.
2010 October MSM partners with Galion Sarl, a Swiss based
corporate advisory business to form MSM Galion Sarl.
2010 September Formation of strategic alliance between MSM
Investments Advisors S.A. and New College Capital
Ltd.
2010 August MSM becomes member of Association Romande des
Intermediaire Financiers (ARIF).
2010 June Founding of MSM Investment Advisors S.A.
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19. Contacts
Milan S. Morjaria Arpana Sharma Morjaria
Managing Director Director
MSM Investment Advisors SA MSM Investment Advisors SA
Tel. +41 22 817 3700 Tel. +41 22 817 3705
Fax. +41 22 817 3701 Fax. +41 22 817 3701
milan@msmiam.ch arpana@msmiam.ch
Markus Bettels Victoria Gabb
Relationship Officer Administrative Assistant
MSM Investment Advisors SA MSM Investment Advisors SA
Tel. +41 22 817 3706 Tel. +41 22 817 3702
Fax. +41 22 817 3701 Fax. +41 22 817 3701
markus@msmiam.ch vicky@msmiam.ch
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