2. Company presentation
Erainvest is an independent service company, concluding
agreements of collaboration with companies, insurances,
banks and other corporate services in Switzerland and
abroad.
Erainvest SA provides the benefits of a multi-client Family
Office combined with unique networking capabilities and
competences, which enable its clients to benefit from prime
knowledge and experience in Wealth management.
Erainvest provides mainly services in three major areas :
Wealth Management, Family Office and Corporate and
Special Services
ERAINVEST SA | 10 novembre 2010
3. Wealth Management
As an investment advisor, Erainvest’s independence will
allow for unique and unbiased asset management
supervision and advice, based on highly professional and
tailor made consolidation statements, providing clarity and
transparency of our client’s financial landscape.
ERAINVEST SA | 10 novembre 2010
4. Wealth Management – list of services
• Wealth consolidation reports
• Investment advisory
• Asset management
• Financial assets brokerage
• Asset allocation analysis
• Managers / funds selection
• Trading orders follow-up
• Performance and risk control
• Margins, commissions, fees negotiations and control
ERAINVEST SA | 10 novembre 2010
5. Family Office
As a Family Office, Erainvest internal skills and outsourced
competences will offer its clients extremely helpful means to
answer most aspects of the client’s life and needs
ERAINVEST SA | 10 novembre 2010
6. Family Office – list of services
• Tax and legal assistance
• Real estate management and brokerage
• Financing, loans and financial structures
• Non-financial assets management
• Insurances
• Private cash-flow management
• Accounting
• Administration
• Projects management
ERAINVEST SA | 10 novembre 2010
7. Corporate and Special services
Where and when necessary Erainvest will be able to advise
and assist its clients in various corporate matters, project
management and non financial assets management
ERAINVEST SA | 10 novembre 2010
8. Corporate and Special services –
list of services
• Incorporation of off/onshore companies
• Incorporation of investment funds
• Project management
• Financing of yachts and aircraft
• Direct participations
• Venture capital
• Real estate
• Art collections
• Jewellery
ERAINVEST SA | 10 novembre 2010
9. Erainvest SA – the structure
ERAINVEST SA
Board of Directors
Executive Directors
SL / SB / PDB
Inge Appermont Loïc Zryd
Office Manager Assistant
Sébastien Barthassat Philipp De Brot Sébastien Lerjen
Wealth
Family Office Corporate Other Assets
Management
-Portfolio Investments
-Insurances -Direct Participations -Yacht
-Consolidation
-Mortgages -Venture Capital -Aircraft
-Real Estate
-Financial Consult. -Other Projects -Art Collection
-Lombard Loans
-Legal -Project Mgt -Jewelry
-Risk Management
-Relocation -Houses
-Asset Allocation
ERAINVEST SA | 10 novembre 2010
10. Board of Directors & biographies
Mr. Sébastien Barthassat – Director & President
Sébastien has worked in the banking sector for more than 10 years. He
climbed all the rungs, as far as becoming a member of UBS and Credit Suisse
management in Geneva. Sébastien graduated from the Superior School of
Commerce in Geneva and has a BES license. He speaks French and English
Mr. Sébastien Lerjen - Director
Sébastien has extensive experience of the banking sector since 1997. He
worked with UBS, became a member of Credit Suisse management in
Geneva as well as the Compagnie Monégasque de Banque in Monaco for
the international market. He is a Certified Financial Planner (CFP) and
graduated from University of Geneva (Politics Science). He speaks French,
English and has a workable knowledge of Russian, Ukrainian and German
Mr. Philipp de Brot – Director
Philipp has worked in the insurance and financial consulting sector during
more than 20 years and specialized in life insurance. He has managed a
Winterthur agency in Geneva and taken management positions with an
International Broker. Philipp is a Professor of IFAGE (Institute of Professional
Education in Geneva), he speaks French and has good knowledge of English
ERAINVEST SA | 10 novembre 2010
11. Benefits to our clients
• Management of the client’s wealth in a dynamic way and full
transparency with ERA as their trusted advisor
• Global and consolidated statements on the client’s wealth’s
situation, aiming for an optimization of performance while
reducing banking and management costs as well as optimizing
services
• Adding clarity, transparency in order to have a true independent
vision and understanding of their asset performances
• Interaction and exchange in a discreet and stimulating
environment with prime professionals with complementary
skills, experiences and network
• Grow the client’s network and perceptions outside their sphere
of influence
• Reduce the number of interlocutors controlling the client’s
assets
ERAINVEST SA | 10 novembre 2010
12. Benefits to our clients
• By cooperating with Erainvest the clients will gain confidence in
the control of their assets and related performance.
• They will get the advantage of benefiting from a totally
dedicated structure which will provide them with tailor made
services.
• They will optimize the costs related to their portfolio
management and thus improve the performance
• They gain the basis to control internally their business growth
and move to attractive long term business developments
«The objectives of people managing the assets will finally be
the same as those owning them »
ERAINVEST SA | 10 novembre 2010
