3. My Background
David Ruler
Associate
Years of experience in
Stockbroking
Banking
Wealth Management
Fully UK FSA qualified
4. Our Background
British owned financial planning and wealth
management company with international operations
opened in 1994.
Our main principles are: trust, professionalism and
partnership.
Austen Morris Associates is a WFOE maintaining full
legal recognition in all areas of the world that we
operate in.
Independent advice
Largest financial consultancy in Asia
5. Our Asia Offices
Head Office Asia Pacific Beijing Office
Shanghai
Vietnam Office Thailand Office Indonesia Office
6. What Is Offshore Investing?
Tax free Protection 90% Security AAA rating
Stability Confidentially Institutional Buying Power
9. Example of Fund Performance – June 2012
Holding 1 Year Performance 3 Year Performance Currency Start Date
Pictet Asian Currency 11.71% 29.74% EUR 24/01/2007
Local Debt
Templeton Asian Bond 7.7% 45.35% EUR 25/10/2005
JPM US Bond 8.99% 46.31% USD 15/05/1997
Henderson Horizon 5.00% 52.24% EUR 01/12/2006
Pan European Alpha
Invesco Asia Balanced 2.13% 73.57% USD 01/09/2003
Fidelity Funds Global 7.10% 118.04% EUR 09/12/2005
Property
Blackrock GF World 11.25% 45.98% EUR 06/04/2001
Gold
Carmignac Emergents 5.85% 93.32% EUR 04/02/1997
Henderson Horizon 9.82% 104.66% USD 31/10/1996
Global Technology
Aberdeen Global 10.70% 120.21% EUR 11/07/2007
Emerging Markets
Bond Hedged
Aberdeen Global Asian 6.53% 168.37% USD 14/05/2004
Smaller Companies
HSBC GIF Russia 23.88% 130.52% USD 17/12/2007
Equity
10. Online Access
24/7 access
Daily valuations
Easy to use interface
Graphical fund performance
Stop/loss alerts
All assets on one system
Portfolio recommendations
Regular reviews
Easy information flow
12. Process To Become A Client….
FIRST MEETING
Review your situation now
Discuss your goals and objectives
Establish whether & how we can help
SECOND MEETING
Show you our recommendations
If suitable, apply for an account
THIRD MEETING
Investment account documents
Invest your money
FUTURE MEETINGS
Service and review through regular
meetings
13. For more Information:
David Ruler, Associate
david.r@austenmorris.com
www.austenmorris.com
Head Office Asia Pacific
Shanghai Puxi
19th Floor Guangdong
Development Bank Tower
555 Xujiahui Rd.
Shanghai, China 200023
shanghai@austenmorris.com
T: (86 21) 63901233