Generating Profit and Protecting Your Investments Across ...€¦ · COMPANY PROFILE Having its main operation base set in Zurich, company provides in-dependent asset management services

Generating Profit and Protecting Your Investments Across The Globe. Blackfort.

2

CONTENT

Company Profile

4

Offerings to clients

of Blackfort

10

Our key services

14

Our values

7

Benefits for clients

of Blackfort

12

Our additional services

21

3

BLACKFORT emerged as a

spin-off of a well known financial

industry leader in Switzerland.

COMPANY PROFILE

Having its main operation base set in Zurich, company provides in-

dependent asset management services for international clientele

focusing on global market access, sustainable investment strategy

and service quality.

The company is a member of the Swiss Association of Independent As-

set Managers (BOVV). The Swiss Association of Financial Services Stand-

ards (VQF) oversees it. All companies accredited by the VQF follow strict

guidelines, which govern the professional activities of asset managers.

VQF’s Code of Conduct has been certified by the Swiss financial market

regulator FINMA. Membership in the Association confirms the qualifica-

tion of the company as a professional asset manager and its compliance

with Swiss financial industry requirements.

Blackfort operates exclusively in the interests of the client, applying

highest ethics standards and guaranteeing the protection of personal

and financial information. All members of the Association get audited for

compliance with VQF requirements on a yearly basis.

4

POSITIONING

Blackfort provides integrated consulting and management solutions for

an international clientele focusing on global market access, sustainable

investment strategy and service quality.

In addition to the classical investment management services, Blackfort

provides support through its network of proven partners on aviation and

trade financing, change of residency or life insurance.

5

OUR VALUES COMPANY PROFILE OUR OFFERINGS OUR ADVANTAGES OUR SERVICES

MANAGEMENT

A highly professional and entrepreneurial thinking management

force is unalienable for the company in order to achieve best in

class results and to stand up in the highly competitive financial ser-

vices market. The management is responsible for a profound, long

term oriented strategic planning, an effective, hands-on manage-

ment of daily business activates and the maintenance of a strong

corporate culture in line with company’s values.

Employees of Blackfort are the main operating forces, who’s

contribution is the key element of company’s success story. Along

with their professional knowledge and operating excellence

Blackfort demands from its employees to develop a holistic and

entrepreneurial business view, which is inalienable for a customer

friendly and solution oriented service approach. Our employees

are encouraged to source for out of the box solutions, actively

elaborate relevant information, communicate their ideas with

senior management and consequently take responsibility.

6

OUR VALUES

Key values of Blackfort, which define its long-term business strategy

as much as its daily operations, and form company’s service attitude,

customer interaction process and internal working culture, are built on

three pillars.

The first pillar is the company’s knowledge driv-

en and progressive approach. Blackfort realizes

that only a team, which constantly evolves pro-

fessionally and socially can fully sophisticate

customers in the today’s fast changing busi-

ness environment.

The second key value of Blackfort is dynam-

ic. In nowadays finance sector, globally acting

investors are facing frequently changing le-

gal, technical and financial frameworks. In this

context, dynamic and flexibility, which go along

with divergent thinking and effective solution

implementation, allow our clients to profit from

a result oriented team approach.

KNOWLEDGE DYNAMIC

The third pillar of the company’s value system

is fidelity. Building on trust as a key element

of companies’ philosophy, Blackfort aims to

provide only transparent solutions, outlying

all possible long term implications investment

decisions may have, despite their short term

profit projections.

FIDELITY

7


8

IF YOU WANT TO HAVE A BETTER PERFORMANCE

THAN THE CROWD, YOU MUST DO THINGS

DIFFERENTLY FROM THE CROWD.

S I R J O H N T E M P L E T O N

9

Opening of a depositary account in one of our

partner banks, such as: UBS, Julius Baer, UBP,

Edmonde de Rodschild or VP Bank

Individual management strategies: capital

protection, value creation, capital growth

or specific strategy

Actively managed defensive wealth

preservation certificates with conditional

capital protection

Structural notes

1 2

Active investment management on individual bank accounts in Switzerland, UK, Monaco, Hong

Kong and other jurisdictions.

Actively managed bank certificates, structural notes

and mutual funds

OFFERINGS TO CLIENTS OF BLACKFORT

10

Commercial and residential real estate financing

solutions (UK, France, Italy, Germany, Switzer-

land and other countries)

Lombard loans against securitized portfolio

Aircraft and yacht financing

Wealth Structuring

Legal Advice

Corporate services (incorporation and

management of legal entities)

Relocation Advisory (permanent

residency and citizenship programs)

Insurance Services

Real estate (commercial and residential)

Sale or purchase of yachts and planes

Rental of private aircrafts and yachts

Advice on healthcare and

education offerings

3 4

Financing solutions

Multi-Family Office Services

11


Active asset management on individual bank accounts in

Switzerland

Managed bank certificates, structural notes and

mutual funds

Individual bank selection process and the op-

portunity to open an account in

several banks at once

Consolidated real time access to all of client’s

accounts over Blackfort’s platform (valid for a

wide range of financial institutions across multi-

ple jurisdictions)

Privileged conditions and tariff plans

Assistance during the onboarding process

and compliance assessment. Professional and

licensed Asset Manager

Individual Investment strategies with targeted

returns, Investment Advise from professionals in

multiple languages, including English, German,

French, Russian and Chinese (both, Cantonese

and Mandarin)

Active and passive risk management systems

Certificates and structural products

are issued by reliable counterparties

with superior ratings (A+)

A wide range of investment instruments,

covering all possible underlying securities,

(incl. regional SME debt and equity), and

asset classes, such as physical commodities

and commercial real estate investments.

The ability to scale the principal investment

strategy across multiple bank accounts

across the globe.

Low entry barriers - from 100 thousand

US dollars on.

1 2

BENEFITS FOR CLIENTS OF BLACKFORT

12

Financing Solutions

Multi-Family Office Services

Souring of Financing

Counterparty selection, deal structuring

and terms negotiations

Accelerating the credit decision process

Wide choice of loan currencies: USD, EUR,

CHF, GBP, JPY, CAD, HKD

Low interest rates

Optimization of transactional cost structure

Assistance in the valuation of real estate,

yachts, aircraft

Lending Value Optimization

Refinancing of current liabilities under better

conditions (yachts, airplanes, residential and

commercial real estate)

A wide range of reliable partners

around the world

Privileged conditions for the

company’s customers

The ability to request services in

single window mode

Task specific selection of optimal

cooperation conditions on a case

by case basis.

Saving customers time on communi-

cation processes with a large number

of specialists from different countries

and services

3 4

13


Our key services:

Investment Management allows clients to fully delegate the portfolio allocation

towards Blackfort.

Asset management requires a professional approach, experi-

ence in the financial industry, deep market knowledge, under-

standing of financial products and a strong research base.

Delegating asset management to Blackfort allows you to invest

your valuable time in your primary activity, simultaneously en-

suring that your bankable assets are allocated sound and effi-

cient in line with elaborated investment strategy.

At Blackfort, a team of experienced economists is instantly

monitoring global and local market movements. It analyses

their source, dynamic and direction and executes consecutive

trades, corresponding to client’s portfolio set up, his investment

focus and his risk affinity

Blackfort offers its clients a variety Investment Management mandates,

reaching from traditional benchmark oriented and broadly diversified

portfolio strategies to highly specialized mandates with a strong focus

on certain asset class, industry or trading strategy.

INVESTMENT MANAGEMENT

14

15


Our Key Services:

INVESTMENT STRATEGIES

CAPITAL PROTECTIONInvestment Strategy, which aims to preserve wealth, minimizing all po-

tential market risks through careful selection of well-diversified, secure

and non-volatile financial assets.

VALUE CREATIONMandates with this investment strategy are aggregated portfolios of

multiple asset classes, which target a sustainable return and a diversi-

fied risk exposure.

CAPITAL GROWTHA proactive investment strategy, across asset classes for clients with a

higher risk tolerance who target continuous capital gain.

SPECIAL STRATEGIESIndividually arranged portfolio allocation strategy with a tailored ge-

ographical, industry or asset class exposure, and in line with client’s

market perception and risk-return profile.

16

Our Key Services:

BANKING SERVICES

We provide our customers with additional banking services:

CREDIT CARDSRegistration and administration of credit cards issued by leading Swiss

financial institutions.

CASH SERVICESSuch as cash withdrawal or deposit and the execution of cash-backed

currency exchange transactions,

SAFE DEPOSITThe organization of access of the client and his trustees to safe deposit

boxes in Switzerland and other countries on favorable and flexible terms

of rent.

17


Our Key Services:

With a market share of almost 35%, Switzerland is the world leader in

the management of private assets. A stable political environment; devel-

oped banking and financial sector and a high concentration of skilled in-

dustry specialists form a solid basis for the Swiss banking success story.

UBS AG Julius Bär & Co. AG

Founded: 1862

Rating: S&P A-

Stock exchange: SIX: UBSG NYSE: UBS

Head office: Zurich, Switzerland

Number of employees: 60 thousand

Tier 1 Ratio: 19,0%

Countries of presence: 56

Assets under management:

1700 billion CHF

The largest Swiss financial holding

company that provides various financial

services around the globe.

UBS is the second largest bank in Europe,

both in terms of capitalization and profit-

ability.

Founded: 1890

Rating: Moody’s A2

Stock exchange: SIX: BAER

Headquarter: Zurich, Switzerland

Number of employees: 5390

Tier 1 Ratio: 18%



380 billion CHF

Julius Baer Group shares are included

in the SMI index, which represents 20

largest and most liquid companies in

Switzerland.

As part of the Global Private Banking

Awards, Julius Bär was awarded the

title of “Best Team of Managers in

Private Banking”, “Best Private Bank

in Switzerland” and “Best Private Bank

in the World”.

OUR CUSTODIAN BANKING PARTNERS

18

The Blackfort team has been closely interacting with leading financial

institutions, in Switzerland, Hong Kong and in other jurisdictions for a

long period of time. Our extensive cooperation experience with key in-

dustry players among financial institutions led to a careful selection of

the most reliable and efficient partners whose services are able to cover

the needs of our customers.

We also collaborate with a number of further banks, including VP Bank,

LGT and Reyl Bank. Cooperation with a specific financial entity upon cli-

ents request is possible and will be discussed on a case by case basis.

Edmond De Rothschild SA UBP SA

Founded: 1953

Rating: no

Stock exchange: no

Head office: Geneva, Switzerland


Tier 1 Ratio: 31%



160 billion CHF

Has the highest first tier ratio among

Swiss banks (31.1%).

The Rothschild family has more than 250

years of experience in the field of banking

and finance.

Founded: 1969

Rating: no

Stock exchange: no

Head office: Geneva, Switzerland


Tier 1 Ratio: 26%



120 billion CHF

One of the largest private banks in Swit-

zerland. The UBP SA Group has a stable

balance sheet and high equity capital.

An exclusive private bank in Switzerland

with a long-term business model due to

a stable shareholder structure.

19


SECURITY BACKED LOANS

Loan amount can be reinvested in securities or withdrawn from

the bank for the client’s own needs.

The size of the loan varies from 30% to 90% of the size of client’s

portfolio, depending on financial institution and asset structure.

MORTGAGE FINANCING

Sourcing for optimal mortgage financing solutions for commer-

cial and residential real estate at attractive rates.

Mortgage loans can be granted also for non-residents for the

purchase of property in Switzerland, France and the UK.

20

Our additional services:

FINANCING

Origination, structuring and execution of the financing for air-

craft, yachts and commercial real estate.

Our good partnership and successful track record with a scope

of financial counterparties, ensures quick, cost efficient and

transparent provision of credit facilities for our clients.

PREMIUM DEPOSITS

Cooperation with leading banks provides our clients access to

a wide range of possible deposit solutions.

Depending on the wishes of the client, we can provide deposits

in USD, EUR and other currencies from various banks in Swit-

zerland and other jurisdictions to advantageous conditions,

which remain non-accessible to regular private banking clients.

PREMIUM DEPOSITS, CREDITS AND FINANCING

POSSIBILITIES

21


Our additional services:

FAMILY OFFICE

We are glad to introduce our clients to our strategic partners, who

have proven themselves as reliable and highly professional specialists

in their industries, and are ready to offer holistic solutions for our

customers and their families.

Blackfort clients receive corporate discounts on a number of services,

receive preferential treatment and other privileges.

SERVICE SECTORServices provided by partners of Blackfort

LEGAL CONSULTATIONS

Legal issues related to financial and corporate activities.

Consultations on the optimal ownership for bankable invest-

ments and real assets.

Solutions for asset protection and succession planning.

CORPORATE SERVICESCreation and servicing of corporate structures

Development and incorporation of operational and corporate struc-

tures. Provision of appropriate supporting services, including corporate

governance, administration and audit.

RELOCATION ADVICEPermanent residence and citizenship programs.

Relocation advice for clients and their families, seeking insight on cur-

rent opportunities and risks of immigration and resettlement in certain

countries. Provision of support during the entire relocation process,

including assistance on paper work and the passage of bureaucratic

barriers.

22

REAL ASSET DEALSAccess to proposals for investments in real assets (commercial real

estate, operational companies and art objects), consequent deal struc-

turing and an active participation in the negotiation process in best

interests of the client.

SOLUTIONS FOR INDIVIDUAL FAMILY REQUESTSIndividual offers in the fields of medicine and education.

Rent of private aircraft and yachts, as well as assistance in their

(re-) financing,

23


Documents

Generating Profit and Protecting Your Investments Across ...€¦ · COMPANY PROFILE Having its main operation base set in Zurich, company provides in-dependent asset management services