GRiP Global Russian Investment Platform
INVITES THE GLOBAL FUND MANAGERS
TO RUSSIA
… and give their funds a unique host !
GRIP Management AG
is a joint venture of
Cbonds Group, St. Petersburg &
PROSPEROUS Group, Zurich
GRiP Global Russian investment Platform
Highlights
No.1 Fund information platform for Russia/CIS, Ukrania, Kazakhstan (more to come)
Best promotion opportunities for financial products in above region
Unique through joint-venture: Business relation in Switzerland, Promotion in above region
Closest to B2B/B2C financial market through information platform & large conferences
Largest geographic coverage of one single fund platform, most tracked in above region
GET LISTED !
Dial +41 76 519 2971 or write to phb@gmx.ch
Joint Venture Partners
Cbonds Group (www.cbonds.info)
Cbonds Group is a financial information provider offering coverage of
capital markets in Russia, Ukraine and CIS.
Founded in 2001
Offices:
Russia (Saint-Petersburg), Ukraine (Kyiv), Representative in Kazakhstan (Almaty),
Representative in Poland (Warsaw) from Aug, 2011
Cbonds has the following business lines:
developing financial information websites (Cbonds.Info, Investfunds,
PREQVECA)
hosting specialized conferences in the field of financial markets,
publishing activity (Cbonds Review Magazine and annual handbooks).
COVERAGE
Russia
Ukraine
Kazakhstan
Belarus
Other CIS
Emerging Market Eurobonds
Poland (in progress)
Joint Venture Partners
PROSPEROUS Group (www.prosperous.ch)
PROSPEROUS Group is an internationally active INVESTMENT & FINANCE group, a limited
company under Swiss law, domiciled in Zurich, Switzerland.
The mission behind PROSPEROUS Group’s strategy is to offer wealth management focused
on Core Satellite strategies to private clients and asset management to institutional
clients.
PROSPEROUS Group has been founded in 1998, restructered in 2011. Currently, it contains
3 companies :
* VFS Vitudurum Fund Selection
* SSF Swiss Smart Finance
* ProCap Prosperous Capital
VFS is built up for the needs of Institutional Clients. We aim to create an excellence center
for Core-Satellite strategies which will be supported by the research of a current PhD
Thesis on this topic.
SSF is focusing on serving international private clients mainly by wealth protecting and tax
solutions “The Swiss Way”! Furthermore, we do build and connect a global wealth
management partnership network.
ProCap is the “service tool” to enable our investment strategies by organizing and
creating the products requested.
Vision & Statements
Vision
1. Build up and maintain the largest B2B/B2C Investment Product Platform for
Russia/CIS, Ukraine, Kazakhstan (next to follow i.e. Poland, Balticum states,…)
2. Achieve added value through innovation, expertise and professional structure
3. Develop sustainable business partnerships through transparent information
Statements
Unique through innovation and maximum size
Expertise through long-term experience
Value through diversity
Performance through selected fund profiles
Core Competence
> Provide sustainable and transparent information service
> Market research and creation of innovatives products
> Match investment opportunities with changing investor needs
> Develop markets, distribution and information platforms
> Link investment performance to relevant demand
Link successful people to…
… successful people !
Business Overview
Adviser / Contact relation
Prosperous Group of Switzerland
Global Funds
Global & regional
strategies performed
by Global Players and
their selected products
Russian/CIS, Ukranian, Kazakhstanian Fund Market
Best market introduction opportunities presented by
InvestfundS @ Cbonds Group
B2B & B2C
Qualified & provident
Investors a/o their
Consultants
Fund Manager Allocation at launch (01.12.2012)
Size
Mutual Funds/Companies 5-30
ETFs 1-4
Big
5
6
7
Mid
8
11
14
17
20
9
12
15
18
21
10
13
16
19
22
23
24
25
26
27
Small
Region
Global
USA
Europe
1
Apac
BRIC
2
3
4
Global
Europe
1. Big & Mid Size: All asset classes, several regions, > 10 funds
2. Mid & Small Size: All a/o almost all asset classes, several regions, < 10 funds
3. Small Size: Single (niche) funds i.e. Alternatives, Trading strategies, HF, FoF,…
Website Structure (represented by www.investfunds.ru )
GRiP Services
Board of Directors:
Dr. Sergey Lyalin, President
CEO :
Sergey Zobov
Market
Introduction
Global - Russian
Investment
Platform
Legal &
Compliance
Business Development:
Philippe H. Berthoud, MBA
Legal
Representation
1. Main Service:
Host & presentation on
the LARGEST Russian
investment fund platform
1. Main Service:
Documents verification
at implementation (start)
1. Main Service:
Registration of legal
representation
2. Additional Service:
A) Sales support
B) Online marketing
C) Roundtables
D) Conferences
E) Various on request
2. Additional Service:
A) Annual verification
B) Education/Courses on
legal industry reforms
C) Support on agreements
D) Various on request
2. Additional Service:
A) Basic administration
B) Office rent
C) Organize legal, tax a/o
accounting services
D) Various on request
Cost structure (as of October 2012)
Basic Fee
Market
Introduction
Trailer Fee
Euro 7’500.00 (Standard)
10 % of
Euro 12’500.00 (Premium)
Management Fee
Euro 10‘000.00 (Standard)
12.5% of
Euro 15‘000.00 (Premium)
Management Fee
Euro 15‘000.00 (Standard)
15 % of
Euro 20‘000.00 (Premium)
Management Fee
+
Legal &
Compliance
=
+
Legal
Representation
=
= 10 Funds
Above discribed basic price structure
> 10 Funds
Basic price structure + additional handling cost
per Fund => EURO 250.- p.a.
> 30 Funds
Basic price structure + additional handling cost
per Fund => EURO 200.- p.a.
Why should You get „more“ GRiP
Economic
- Russian GDP Growth of 4% p.a.
- Large primary resources supported economy
- Ongoing growth of people / companies wealth in the targeted region
Population / Figures
- Russia is the largest Internet Community in Europe (60 Mio.)
- Investfunds holds direct access to some 1000 bank institutes,
450 asset management companies and all 160 Pension funds and its adviser.
«Emerging Market» such as for
- Product quantity and diversity
- Global investment experiences of the General
OVER ALL
1. InvestfundS : LARGEST RUSSIAN FUND PLATFORM
2. Perfect Management mix: Expertise, Experiences, Drive
3. Joint Venture : limited company under Swiss law
> Business relation in Switzerland (Europe)
> Funds / Product promotion at one of the regions most in demand !
Contact
GRiP Management AG, Switzerland (in Gründung)
c/o PROSPEROUS GROUP of Switzerland
Wolleraustrasse 41A
CH-8807 Freienbach / Pfäffikon SZ
+41 (0) 55 415 15.. (as of 15.11.2012)
+41 (0) 76 519 2971
www.prosperous.ch
Mr. Philippe H. Berthoud, MBA
Direct: +41 76 519 2971
Mobile: +41 76 519 2971 CH
Mobile: +7 911 836 6908 RUS
E-mail: Philippe.Berthoud@vfs-solutions.ch
c/o InvestfundS @ Cbonds Group
21A Pirogovskaja nab. BC „Nobel“
RUS-194044 St. Petersburg, Russia
+7 812 336 9721
info@investfunds.ru
www.investfunds.ru
Mr. Sergey Zobov
Direkt: +7 812 336 9721, ext. 103
Mobile: +7 921 300 0986
Email: szobov@cbonds.info
Background Philippe H. Berthoud, MBA (1966)
Education
Zurich University of Applied Sciences, School of Management and Law, Zurich (1994)
MBA University of Zurich & Stanford (2005)
Executive studies in Marketing & Sales, Finance, Change and Project Management
PhD Thesis : Core Satellite Strategies (2012-15)
Work Experience
PROSPEROUS GROUP
VFS Vitudurum Fund Select.
SFG Group
GiF Zurich
STOXX Limited
JP Morgan Flemings
JML Group
Credit Suisse
Partner, Co-Founder, Member of Investment Committee
Head Strategies & Markets
President & CEO, Founder (sold in 2009)
Global Head Marketing & Sales, Co-Founder (sold in 2009)
Head Marketing & Sales Europe
Business development institutional clients Switzerland
Financial Planning for HNWI‘s
Career start plus 7yrs within portfolio & asset management