Presentation of Patrigest, a swiss based asset management company which is expanding his activity in Istanbul - Turkey.

1. A Swiss Portfolio Management Company
Since 1994

2. The Company
Patrigest SA
Created in 1994 by, and composed of, portfolio managers,
Patrigest manages the money of private and institutional
clients. Today, Patrigest employs twelve people.
Patrigest is specialized in two main activities; portfolio
management and the creation of tailor-made financial assets.
In both areas, Patrigest is used to dealing in trade stocks,
bonds, derivatives, commodities and other assets.
At Patrigest, all the portfolio managers come from top Swiss or
foreign banks. As well as long experience they also have an
excellent command of modern management techniques.
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3. Patrigest’s know-how
Our expertise includes:
 Financial advices
 Financial management power
 Institutional financial management
 Creation of tailor-made financial assets
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4. Patrigest
For our clients, we have developed a unique service:
 The environment of a family group
 An independent way of thinking
 Acting completely freely and strictly in the client’s interest
 A strong sense of entrepreneurship
 A qualified and specified approach using modern portfolio
management tools
 A team of 6 portfolio managers in Switzerland
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5. Patrigest’s Approach
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Standard products are outdated. Successful management of
important accounts requires a tailor-made approach,
irrespective of the amount of capital involved.
As an independent company, Patrigest acts completely freely
and strictly in the client’s interest. This means that Patrigest will
choose the best financial assets proposed by banks.
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6. Management Power
A safe way of earning money
Having chosen the bank in which you intend to deposit your funds
you may decide to ask Patrigest to manage your affairs. If so,
you authorise Patrigest to manage your capital, i.e. spread your
investments in the best possible way and determine the
opportune moment to carry out operations.
Patrigest offers three types of financial management:
 The conservative approach
 The balanced approach
 The dynamic approach
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7. Management Power
There is one safe way of earning money and gaining
from our experience : management power
One approach, three solutions:
Dynamic Balanced Conservative
Exposure
Risk
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8. Management Power
Conservative: Specially intended for institutional
investors
Balanced: While ensuring a certain income, it
allows the most to be made of
stock market developments
Dynamic: It aims at drawing a maximum
amount of profit from financial
markets and making capital grow
Shares Bonds Deriva:ves
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9. Portfolio Management: Key Figures
Patrigest manages 300 Million USD
Corporate loans : 100 million USD
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10. Your Independent Partner
for tailor-made structured products
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11. What are structured products?
Patrigest creates and manages structured products
Structured products are synthetic investment instruments specially
created to meet specific needs that cannot be met by the
standardized financial instruments available in the markets.
Structured products can be used:
 as an alternative to a direct investment
 as part of the asset allocation process to reduce risk
exposure of a portfolio
 to utilize the current market trend
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12. Creation of Financial Assets
Opportunity in
the market
Idea of product
Request for
structuring
Choose the best
proposal
Proposition to our
clients
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13. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
Patrigest proposes four basic categories of
structured products
Defensive Capital protection
Performance optimisation
Participation in growth
Speculative Leverage
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14. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
A wide range of asset class is covered by Patrigest
Commodities
US & European Stocks
Emerging Markets
Green Energies
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15. Creation of Financial Assets
Patrigest develops, launches and manages tailor-made
assets which are characterised by dynamism,
diversity, innovation
Patrigest’s products are:
Analysed by us for our clients
Structured by the best European brokers
Guaranteed by the best banks worldwide
Reserved for our clients
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16. Your Independent Partner
for tailor-made structured products
Specific for Institutional clients
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17. Institutional Clients
Tailor-made products for institutional investors
Patrigest is also specialized in specific financial assets for
institutional clients.
This includes various kinds of financial assets:
 Structured products on request
 Equities
 Bonds
 Money market
 Specific structured products
 Corporate loans
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18. Structured products on request
Tailor-made products for institutional investors
Patrigest’s clients can also ask for a financial product on request
and in that case, they can choose from :
 The underlying
 Capital protection
 Choice of interest rates
 The currency
 The guarantor/issuer
Patrigest asks for the best structuring and proposes the structured
product that fits with the client.
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19. Structured Products: Key Figures
200 structured products since 1994
More than 3.5 Billion USD
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20. Contact
Patrigest Switzerland Patrigest Turkey
Château 7 The Astoria, Tower A – Floor 9
2001 Neuchâtel Büyükdere Cad. N° 127, Istanbul
Switzerland Turkey
T: +41/32.724.31.06/08 T: +90(0)212.340.76.90
F: +41/32.724.30.33 F: +90(0)212.340.76.01
E: info@patrigestsa.ch Web: www.patrigestsa.ch
Roberto Calligaris CEO roberto.calligaris@patrigestsa.ch
Angel Casillas Associate angel.casillas@patrigestsa.ch
Davide Calligaris Manager davide.calligaris@patrigestsa.ch
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