Austen Morris Presentation

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Austen Morris Presentation

  1. 1. Our Clients around the world…
  2. 2. My Background  David Ruler  Associate  Years of experience in  Stockbroking  Banking  Wealth Management  Fully UK FSA qualified
  3. 3. 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
  4. 4. Our Asia Offices Head Office Asia Pacific Beijing Office ShanghaiVietnam Office Thailand Office Indonesia Office
  5. 5. What Is Offshore Investing?Tax free Protection 90% Security AAA ratingStability Confidentially Institutional Buying Power
  6. 6. A few of our partners…
  7. 7. Example of Fund Performance – June 2012Holding 1 Year Performance 3 Year Performance Currency Start DatePictet Asian Currency 11.71% 29.74% EUR 24/01/2007Local DebtTempleton Asian Bond 7.7% 45.35% EUR 25/10/2005JPM US Bond 8.99% 46.31% USD 15/05/1997Henderson Horizon 5.00% 52.24% EUR 01/12/2006Pan European AlphaInvesco Asia Balanced 2.13% 73.57% USD 01/09/2003Fidelity Funds Global 7.10% 118.04% EUR 09/12/2005PropertyBlackrock GF World 11.25% 45.98% EUR 06/04/2001GoldCarmignac Emergents 5.85% 93.32% EUR 04/02/1997Henderson Horizon 9.82% 104.66% USD 31/10/1996Global TechnologyAberdeen Global 10.70% 120.21% EUR 11/07/2007Emerging MarketsBond HedgedAberdeen Global Asian 6.53% 168.37% USD 14/05/2004Smaller CompaniesHSBC GIF Russia 23.88% 130.52% USD 17/12/2007Equity
  8. 8. 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
  9. 9. AMA Client Service AgreementMonthly Performance ReportsRegular Investment ReviewsContinual Portfolio ManagementMonthly UpdatesDetailed Quarterly AnalysisWeekly NewslettersTransparent Charging Structure
  10. 10. Process To Become A Client….FIRST MEETING Review your situation now Discuss your goals and objectives Establish whether & how we can helpSECOND MEETING Show you our recommendations If suitable, apply for an accountTHIRD MEETING Investment account documents Invest your moneyFUTURE MEETINGS Service and review through regularmeetings
  11. 11. For more Information:David Ruler, Associatedavid.r@austenmorris.comwww.austenmorris.comHead Office Asia PacificShanghai Puxi19th Floor GuangdongDevelopment Bank Tower555 Xujiahui Rd.Shanghai, China 200023shanghai@austenmorris.comT: (86 21) 63901233
  12. 12. Thank You

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