Toledo is an owner-managed, multi-family office. We believe that every wealthy family must have an independent and professional advisor. Since its inception, TOLEDO, true to traditional principles and aims, has committed to be: conservative, solid and trustworthy.

1. PRESERVE YOUR WEALTH
WITH EXPERTS YOU CAN TRUST
TOLEDO CAPITAL AG

2. From my 20 years in finance, inclu-
ding 12 years with two major Swiss
Banks, I well understand all the pro-
fit centers of the big institutions
and, as a result, I can protect my
clients interests – URI KRAUSZ
URI KRAUSZ
FOUNDER & MANAGING DIRECTOR OF TOLEDO CAPITAL AG

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TOLEDO CAPITAL AG
BANK(S)
CLIENT
> ANALYZE YOUR NEEDS
> ADVICE OF TAILORED SOLUTION
> IMPLEMENTATION AND ACCOUNT OPENING
> INVESTMENT AND CONTROLLING
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST
> WE ANALYZE > WE ADVISE > WE MANAGE > WE PROTECT
MULTI FAMILY OFFICE

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an owner-managed, multi-family office we believe that
every wealthy family must have an independent and
professional advisor.
Since its inception, TOLEDO, true to traditional prin-
ciples and aims, has committed to be:
We hope to welcome you soon to our circle of clients –
it would be our honor to assist you.
FOUNDER & MANAGING DIRECTOR OF TOLEDO CAPITAL AG
MESSAGE FROM THE FOUNDER
OF TOLEDO CAPITAL AG
In the last few years the world of finance has
changed significantly, and it will be a long
time before many financial institutions
around the globe are able to move beyond
the consequences of their own history.
As they consider the investment needs of
their clients they find themselves having to
balance their own needs at the same time,
which can lead to a conflict of interests
regarding the clients.
However, thankfully there are alternatives…
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST
…at TOLEDO CAPITAL AG
> CONSERVATIVE
> SOLID
> TRUSTWORTHY
AND, MOST IMPORTANTLY…
> WE PUT OUR CLIENTS FIRST
Uri Krausz

5. 988 9
COMMITMENT AND MISSION OF
TOLEDO CAPITAL AG
TOLEDO, based in Zurich, is a boutique wealth
management firm that has the flexibility to
provide thorough financial services for select
clients and wealthy families around the globe.
Each member of our team has extensive
experience in the financial world and financial
institutions.
Our commitment is continual over-
view, review and protection of our
client’s interests. It extends through
and beyond financial and investment
risks, strategy and allocation.
As a proven and trusted partner in
our clients’ endeavors, our goal is to
preserve our clients’ wealth in every
aspect.
Our clients’ individual interest and
profitability are in our direct and
exclusive focus. As an independent
financial boutique our decisions are
not influenced by internal bank
policies and profit-centers.
TOLEDO MISSION
A word of caution regarding banks to the
unwary investor:
Unfortunately, and all too often, a bank’s
interest does not always coincide with
that of the client. Combining a bank’s
profitability with performance for the
client are two goals that are very difficult
to match.
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST
TOLEDO
COMMITMENT

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BENEFITS OF CHOOSING
TOLEDO CAPITAL AG
INDIVIDUAL
• We protect your interest
• Trustful & reliable partner
• Independent advisory with no conflict of interest
• Boutique Service
• Family Office Services
• Single contact for all your financial services abroad
ENHANCED PROFITABILITY
• Investments are guided by ‘best in class’ (institutional)
managers, worldwide
• Novel TOLEDO method of increasing overall return
through limited real estate diversification
• Innovative Investment Approach
COST
• Advantageous bank fees
• Avoid costly mistakes on commissions, trade prices
and hidden bank costs
• Cost efficient & transparent investment solutions
• Access to Institutional Fund Managers
SECURITY
• Fully regulated services at each level
• Third party advisory for stable structuring
• Swiss Banking Secrecy
Simply, we are free
to select the best solution
to cover your needs!
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST

7. All these TOLEDO services will preserve your
assets, help your wealth flourish and ensure
that your objectives can be attended efficiently.
13
A Multi-Part Approach to
Protect Your Wealth
INVESTMENT
• Providing individual asset management
• Selection of best in class fund managers
• Diversification into real estate opportunities
• Optimization targeting best risk adjusted return
MANAGEMENT
• Providing regular comparison of investment
and risk profiles
• Match investment strategy to liability
• Close monitoring and administration
of consolidated portfolios
• Diversification in asset & currency classes
CONTROLLING
• Bank charges and other hidden bank costs (daily)
• Trade Pricing for Forex, Bonds and Equity
• Cash & Loan management
• Payments, Interest / Dividend income
MONITORING
• Regulatory changes
• Avoiding bulk risks
• Political and economic risk
TOLEDO SERVICES
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST

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TOLEDO PORTFOLIO MANAGEMENT
INVESTMENT PRINCIPLES
• We utilize direct investments, investment funds and other
suitable financial instruments for our portfolios
• In selecting equities, our investment experts also utilize the
concepts of behavioral finance. Trends are identified and
actively exploited at an early stage
• Optimal risk / return profile – taking into consideration
the investor’s profile and any possible restrictions, the
various asset classes are weighed in such a manner to
obtain an optimal risk/return ratio – highest profit often
translates into highest risk
• Diversification – by spreading the investments across
various asset classes and currencies we achieve a positive
diversification effect, which in turn influences the risk/
return profile of your portfolio
• ‘Best-in-class’ approach – in the case of collective capital
investments, we select the leading specialist investment
managers for the individual markets and investment
themes, worldwide
Our philosophy is to be deliberate and careful
regarding any purchase and sale of investments.
We ensure that our clients’ portfolio and growth
of wealth is steady and secure.
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST

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MULTI-FAMILY
OFFICE SERVICES
COMPANIES, TRUSTS & FOUNDATIONS (*)
• Facilitate opening regular and offshore companies,
trusts and foundations
• Facilitate opening bank accounts world-wide
• Provide directorships
• Monitor and maintain the financial structure
• Provide advice and ensure cost control
• Benefit from a global network of experts in tax,
legal and estate planning
REAL ESTATE (*)
• Property and company management
• Portfolio consolidation
• Thorough analysis of new projects
• Assistance and guidance of external legal /
financial transactions
• Cost control
• Tax efficient setup
(*) THIRD PARTY ADVISORY
AT TOLEDO – OUR CLIENTS’ INTEREST IS OUR INTEREST
Traditionally the Family Office was designed to
centralize the management of a family’s wealth.
This includes management of investments, taxes,
philanthropic activities, trusts, and legal matters so
that the established wealth would be transferred
across the generations. TOLEDO CAPITAL AG,
utilizes all the advantages of being a boutique
wealth management firm to successfully develop
these same principals and services for its clients
families in today’s world.
SECURITY & FLEXIBILITY
• Selection of suitable local and international banks
• Wealth and tax planning
• Providing local or international financial services

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AQUILA & CO LTD., the parent company of Toledo,
is an association of independent Swiss asset managers
with over 5 Billion $ under management.
PWC
Aquila & Co Ltd., our parent company, is audited
by PRICEWATERHOUSE COOPERS.
Aquila & Co Ltd., our parent company, is fully
regulated by the FINANCIAL MARKET AUTHORITY,
the highest supervisory body in Switzerland
TOLEDO CAPITAL AG, is member of SAAM
Swiss Association of Asset Managers

11. uri.krausz@toledocapital.ch
Phone: +41 58 680 62 80
www.toledocapital.ch
TOLEDO CAPITAL AG
Gotthardstrasse 25
8002 Zurich
Switzerland