presentation fuchs & associes finances

2. “Providing the means to make the client’s interests central for the lasting
and constant development of his affairs”
The group
Fuchs & Associés Finance is an independent The company’s strength lies in the commitment of
European group specialising in multi-disciplinary the talented managers working with Jean Fuchs,
fortune management, founded in 2000 by Jean and more specifically in the quality and cumulative
Fuchs at the heart of Luxembourg’s financial centre. experience of his senior private bankers, recognised
experts whose qualification covers the entire
The quality of the investments we offer our spectrum required for the best possible personal
international clients benefits from the openness asset management. Through their understanding
and competitiveness of the Luxembourg financial of their specialist areas, aptitude in negotiating the
marketplace, which is ranked 9th in the world and best terms and the excellence of their international
has developed a full range of products and services network, our managers relieve their clients of the
over the last 40 years. It offers the comprehensive worry of day-to-day management and exploit the
approach and international knowledge desired by diversity of products and services available to
private clients. In addition to financial services for provide a wealth of personalised advice, thereby
private individuals, the administration of investment protecting the interests of the personal assets they
funds places Luxembourg 1st in Europe and 2nd have been asked to look after.
worldwide.
Having experienced sustained growth among our
European clients and wishing to be closer to them,
Fuchs & Associés Finance is continuing its expansion
in various European capitals. Two subsidiaries
have already been set up in 2008, in Brussels and
Geneva.

3. Expertise Commitment Independence Trust
Services
What makes Fuchs & Associés Finance so unique Global Family Office
and innovative is the alliance of its multiservice Enhancement of family wealth with comprehensive
private management on the one hand with its monitoring while maintaining family harmony.
Global Family Office services centre on the other. Consultancy and handling of all financial problems:
The Global Family Office deals with families – rather consolidation of assets, direct investment in private
than just individuals – whose wealth is beyond the equity, coordination of investments with tax
capabilities of a standard management service. optimisation, Corporate Finance, management and
The Global Family Office services, which are entirely shareholder transition, tax domicile management,
à la carte and widely diversified, cover all the needs asset-holding companies, holding companies,
likely to be experienced by this type of clientele as trusts, international financial and tax planning,
time goes by. Their complete monitoring service is wills, donations, life insurance, etc.
designed to increase wealth from one generation to Optimised à la carte service to relieve family
the next while protecting the interests and harmony members of the day-to-day tasks of management:
of the family and allowing the costs of these valuable monitoring of personal accounts, financial and
services to be pooled within the same family line. management reports, tax returns, support for
operational management, corporate governance,
Multiservice private management prevention of intergenerational conflicts, family
Search for the deposit bank that best suits the politics, ”Concierge” services, etc.
client’s needs, in any country.
Tailored fortune management research
(discretionary and advisory management).
Search for the best investments with an open
architecture: private equity, personal asset and
tax management, structured products, hedge
funds, property consultancy, etc.

4. “High performance investment strategies, informed wealth planning and continuous strategic
programme for the development of your assets over the long term”
Competence
Quality
Jean Fuchs, Our commitments
founder and managing director of
Fuchs & Associés Finance
Quality of service for clients
In line with his belief that “Everyone is the author Discernment, expertise, performance, rigour and
of his own fortune“, Jean Fuchs, a well-known figure method are the basic principles of Fuchs & Associés
in professional finance in the Luxembourg financial Finance teams when dealing in a personalised way
marketplace for the last twenty years, has driven the with your unique situation and your objectives,
European development of Fuchs & Associés Finance, which we make our own. These qualities, combined
the key stages of which are as follows: with the professionalism, availability, constancy,
and confidentiality of your asset manager, are put at
1999: President of the ALPP (Association the service of your satisfaction.
Luxembourgeoise des Professionnels du Patrimoine)
and member of the Council of the CSSF (Commission de Expertise
Surveillance du Secteur Financier luxembourgeois). Our group recruits the elite of asset managers from
international private banks.
2000: Foundation of Fuchs & Associés Finance in Working as entrepreneurs based on the “Geneva
Luxembourg. Private Bankers“ model, they take care of the constant,
lasting development of your affairs.
aPril 2008: Official opening of the Fuchs & Associés Staff at Fuchs & Associés Finance is backed up by a
Finance offices in Brussels. solid banking training and extensive experience in
their specialist areas. They maintain and enrich the
septembER 2008: Official opening of the Fuchs & expertise they have acquired through directorial
Associés Finance offices in Geneva. functions in various financial establishments and their
relations with our network of contacts in financial
marketplaces all over the world. They benefit from
an efficient, flexible administrative organisation that
encourages the full expression of their talent.

5. Expertise Commitment Independence Trust
Stability
Independence
Personal commitment Stability
A promise made is a promise kept at Fuchs & Associés A long-term approach is taken to the support
Finance. The team is committed to giving its best provided by Fuchs & Associés Finance, since the
in order to achieve your satisfaction. The “Geneva success of the investment policies we recommend
Private Banker“ model, where each senior private depends on medium- and long-term planning.
banker works on his own account and has the status
of sole trader on behalf of the company, constitutes
the most reliable basis for this ongoing commitment.
Independence
The 100% private ownership of Fuchs & Associés
Finance guarantees the independence and
objectivity essential for developing high performance
recommendations and investment policies.
The company remains totally independent with regard
to the choice of the best financial establishments with
whom you enter into a relationship and with whom we
negotiate the most favourable terms.

6. “Relationships based on absolute trust, impartiality and genuine openness
between investor and adviser”
Choice
Complete analysis
Investing with Fuchs & Associés Finance
Complete analysis Total flexibility
A detailed and thorough analysis is the essential European passport: Activities possible in the 27
prerequisite for all our management decisions, which European Union countries and Switzerland.
are made taking scrupulous account of the goals and Banking diversity: We can manage assets in any
priorities defined with each client. It is based on an depositary bank, but we can also advise you
overall analysis of the global economic situation, in your choice of the best banks and charges
the health of national economies, micro- and macro- applied.
economic indicators and a detailed study of business Access to 20,000 funds and SICAVs through
sectors and companies. Fuchs & Associés Finance.
Several investment strategies depending on your
Choice of assets priorities.
Fuchs & Associés Finance looks at sectoral and Very broad and highly professional asset
geographical distribution as particularly important management services.
factors for the security and performance of client
portfolios. Moreover, investment orders are executed Products
through intermediaries whose quality of service, Global Family Office
rates and speed of execution are some of the best Discretionary management mandate
in the market. Advisory management mandate
Life insurance
Flexibility between different classes of assets (cash, Personal asset management
bonds, shares) is absolutely key for us, because
our management is entirely non-benchmarked and
reactive.

7. Expertise Commitment Independence Trust
Global Family Office
Funds and Sicavs
Asset manager
advisor
« Family »
Banking Private Equity
relationship manager advisor
Insurance Fuchs & Associés « M&A »
relationship manager advisor
Finance
Central Coordinator of
Global Family Office Patrimonial
Corporate Governance
services engineering
Family policy Financial advisor
(management (consolidation, financial
and prevention) reports)
Real Estate Manager Concierge services Legal advisor Tax advisor