independent exclusive global swiss opens the door to integrated global wealth management

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2 independent exclusive opens the door to integrated global wealth management global swiss

3 brings together high profile financial advisors with the experience and market access to invest, protect and grow client assets. As an exclusive financial portal, the quality of service and depth of global relationships allows us to focus entirely on the wellbeing of our clients.

4 INDEPENDENT = unbiased advice with the freedom to source the best instruments available. ADVICE We offer unbiased and flexible advice to meet the specific needs of our clients, reacting quickly to market and personal changes. We always act in the best interest of our clients without financial incentives to recommend in-house over third-party products. TAILOR-MADE SOLUTIONS RESEARCH Our strong research team filters and analyzes comprehensive market information to establish the foundation for our sound and impartial investment advice. CONTROL We are owned and operated by our partners. The success of our tailor-made solutions lies in our ability to access a wide variety of products on a global basis. Utilizing our extensive connections, we know how and where to source.

5 GLOBAL = operating our global financial network with ease and speed in the execution of personalized investment strategies. BANKING NETWORK Drawing on an international database of information, we offer access to a network of trusted toprated banks worldwide for trade execution and custody services. MARKET NETWORK We maintain quick, easy and open access to markets globally. FUTURE INVESTMENT We constantly invest in the future and seek new opportunities that ensure a broad perspective is maintained. OFFICES Our presence in major financial centers allows us to be where our clients are and to go where they want to go. We maintain a global network of experts and services that connect our clients internationally.

6 EXCLUSIVE = exceptional support and attention to detail within an elegant and highly functional environment. STANDARDS We maintain the highest ethical and professional standards and act with discretion at all levels. APPROACHES We gain a deep understanding of the unique needs of each of our clients before offering tailored approaches. Every aspect of asset management and investment advisory service is offered. TALENT Our talented team of experienced partners and specialized professionals assures excellence at every level. ACCESS Our clients are exclusive members of a unique network of global decision-makers.

7 SWISS = a tradition of trust and safety implicit in the image of the swiss financial world. PLANNING We structure optimal multi-generational and succession plans. These include tax and estate planning, trusteeship, foundation management, family philanthorpic needs, lifestyle management and coordination of professionals. INTEGRITY We provide clients with a confidential, trustworthy, unbiased framework for the management of their financial affairs. SECURITY As trusted advisor to our clients, we draw on Swiss banking history with service and discretion unmatched in the financial world.

8 ACCESS THE FINAPORT PLATFORM investment intelligence We offer both traditional and quant-model-based discretionary asset management solutions in addition to active advisory services. Our services are based on a strong research platform and extensive knowledge of global financial markets. OPERATIONS & RISK MANAGEMENT Our operations provide risk management, administrative services, bank relationships, logistics and reporting that allow partners to focus entirely on the well-being of their clients. compliance TECHNOLOGY We unite traditional Private Banking services with the industry s most advanced technology. Our analytical investment tools and progressive asset allocation models enable us to offer leading-edge financial solutions toward achieving enhanced portfolio performance. Legal and compliance operations ensure wealth and asset management follow strict global regulatory requirements. We speak the client s language with a sound understanding of economic and political environments. A bridge is built between the requirements of compliance and the client s need for privacy.

9 personality, objectives and life circumstances of every client are unique complexity Is the challenge we strive to master

10 intelligence network an individual approach is the only answer. teamwork precision

11 we invite you to explore the benefits of our integrated global wealth management services. w w w. f i n a p o r t. c o m