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Objectives & MissionWe conceived a financial company, with a single mission: to
protect and manage assets and to help compagnies with good
business to fly.
We made a commitment: to listen carefully to corporate,
people, families and institutional investors, and to always stay
by their side.
We hope that KMPG Bank can be the result: a company
created recently but which has to grow worldwide, with the
dynamism of a young company, but built by experts, and with
the strength of a mature bank - a bank used to taking a
holistic approach, while focusing on the details:
• like Company
• like Bank
• like Trust
• like Financial Advisor
Like Company
KMPG Bank is the parent company of an International group specialising in financial banking and asset management services for corporate, individuals, families and institutional investors.
KMPG Bank is based in Tirana and has offices in Zurich, London, Prague and Buenos Aires. It comprises banks and companies with specific regional and professional expertise, which can meet any advisory or asset management requirement.
Like Bank
KMPG Bank, the group parent company, protects and maximises the assets of individuals, families and institutional investors through a complete and independent (open platform) offer of products and services, based primarily on the skills and experience of its own specialists, as well as their ability to understand their clients and identify solutions that match their needs.
The bank has a light, flexible organisation and is of an ideal size to provide personalised and efficient assistance.
Like Trust
KMPG Bank throught its corrispondent in Buenos Aires the KMPG & Trust Company Ltd, wholly owned by KMPG Bank, offers a wide range of services for Group clients with international financial interests.
It operates as a bank, a trust company, investment fund manager and investment fund administrator. It specialises in asset management and the creation and administration of trusts and investment funds.
Like Financial Advisor
KMPG Bank offers consulting and all the services and products necessary for comprehensive asset management, to all clients authorized from their country law to use them.
Its offer includes consulting for an extensive range of products that can be tailored to the financial investor’s requirements.
The bank boasts a group of specialists with the established expertise and experience in providing personal adn corporate financial services.
Clients TargetKMPG Bank’s services target individual investors resident in
particolar in the countries in which the bank has offices or who
have financial interests in the main international markets.
KMPG Bank also offers its expertise to institutional investors
(insurance, investment funds, foundations, pension funds),
working for their own organisations or on behalf of their
clients.
“Certain products and services of KMPG Bank are not accessible to residents and/or
nationals of certain countries. Webbrochure users are therefore asked to consult
the Terms of use applicable to this webbrochure (see Legal Notes page) and to
contact directly the bank for information on products and services available in their
country.”
Our lean organisational structure means we can dedicate to
our relationships with clients the time they need, allowing our
operators to continually help our clients, acting at key
moments for their investment decisions.
What we can do for our clients
KMPG Bank covers all aspects of investment advice and asset management with services provided by its specialists (advisors, asset managers, financial analysts, financial planning experts, etc.), who have trained at the leading international financial institutions, and possess the expertise and experience necessary to manage complex problems.
Thanks to our focus on innovation, both in investment solutions and management and risk control techniques, we are able to seize the opportunities offered by the markets, increasing alternatives for investors, generating efficiency and producing value.
How we operateKMPG carries out valuations of assets in all their complexity: looking at the whole picture is the best way to make decisions that are truly in line with individual needs.
Our approach is systematic and involves carefully analysing the various asset classes (securities, real estate, business assets, luxury goods, etc.), defining objectives and risk profiles, identifying the most appropriate investment solutions and carrying out periodical controls.
Our methodology can be summarised in four steps:
1. define the asset base and the client profile
2. analyse the client’s expectations and requirements
3. determine the most appropriate project solution both in case of financial problems and in cae of long-term asset allocation and investment structure
4. implement the strategy of project solution
Investment advice
KMPG advisory is aimed at the investor who takes an interest in the asset investments markets and wants to play an active role in the investment process.
The client benefits from professional investment advice based on KMPG’s overall investment strategy, coupled with a best-in-class product offer encompassing traditional investments, foreign exchange, real estate, private equity, structured products and hedge funds, via an open architecture philosophy (including the group’s strength and capabilities).
Investment Funds
KMPG Bank is pleased to comunicate that it is one of the few International institutions to seize the opportunities offered by alternative funds and assets, successfully incorporating them into its investment strategies for clients.
The offer currently includes funds and financial instruments for corporate clients directly managed by KMPG Bank.
Complementary services
The effectiveness of an investment strategy is often dependent on variables relating to tax and/or succession: accurate appraisal and planning in these areas require expert advice.
KMPG Bank makes the best specialists available to its clients, thanks to strong ties with the best legal and tax specialists.
KMPG Bank’s services also extend to non-financial assets: for example, real estate valuation and management, and the valuation and buying and selling of works of art or entire collections through a network of independent experts.
We also provide assistance to business owners in making strategic decisions and carrying out extraordinary operations (such as acquisitions or disposals).
Service for CorporateCorporate Finance activities are intended to provide a service of innovative financing, which consist of an investment with risk capital through the engagement of shareholdings.
We can explain this in two different parts:
1. Development capital or expansion made for increasing the expansion of existing corporations
2. Replacement capital for replacing part of a property of a corporation that doesn’t feel involved anymore in the company’s activities.
This doesn’t imply a capital increase for the corporation.
THOSE WHO QUALIFY AND WHO NEEDS IT?
It is qualified to all those corporations who plan to take advantage of a financial and professional partner, that allows them to acquire extraordinary finance and the know-how that is essential in order to pursue new industrial strategies, integral processes, growth plans and generational transfers.
Private equity: advantage for the corporate• Finding new financial resources• Easier access to debt capital• Improving image and corporate reputation• Increasing bargaining power• Synergies with the partner’s financial network• Availability of management resources• Go to the “way of thinking” requested by the capital market
Private equity: advantage for the enterpreneuer
• Recapitalization without using personal capital• Ability to gain monetary worth of the “economic value” of corporate capital• Facilitate intergenerational shift• Speed the process of enhancing corporations
Venture capitalExtraordinary financial operations regarding invention and financial activities in order to support birth and development of corporations with strong growth potential.
Through Venture Capital made by institutional investors, the corporation can enter a global network and benefit from skills regarding product, market and promotion of these sectors.
Depending on the development steps of the corporation to be financed, there are three different financial aspects of Venture Capital, individually divided in many groups:
1) START UP FINANCING
2) FINANCING FOR THE SPREAD AND EVELOPMENT
3) FINANCING TO THE ACQUISITION AND RENOVATION
Project financingProcess addressed to finance a specific project related to a precise
investment that is accomplished, economically and legally, separately from
the company’s asset. Unlike the allowable corporate financing that is based
on the economic balance and on the effects that new investments have on
it, the Project Financing is based on the analysis as it relates to a single
project. The Project Financing is therefore a way to determine an optimal
structure of financing for the realization of a project, in which we found the
traditional procedures of financing, as for risk capital (equity) as for debt
(medium and long term loan, subordinated loans, leasing, bonds, advance
tax, etch...).
TYPE OF OPERATIONS
They differ according to possible joints and variations of the following basic
operational schemes:
B.O.T. (building and transfer): Includes constitution, management of the
work built, and final transfer for the works. This procedure is often used in
the realization on project base for public works which, at the end of the
grant, must be generally free transferred, to the public administration.
B.O.O. (building, operate and own): Includes building, management, and
property for the realized works.
B.O.O.T. (building, operate, own and transfer): Includes building,
management, and property for a certain period and the next transfer.
Products and financial servicesARRANGER
Coordinates service for organizing a complex financing operation. (ex. Acquisition
finance or corporate finance). In this financial structure this position entails several roles
(mandated lead arranger, joint lead arranger, sole arranger, etc...) that coordinate all
the aspects of the operation while taking care of structure and finance negotiation.
ADVISORY
The advisor is the person who takes care of the sponsor and the promoters, giving
advice concerning the economic feasibility of a project, the risks and the way to find the
necessary funds. The advisor has numerous tasks: assisting the sponsor in the
negotiation of the main contracts regarding the project, certifying permits and obtaining
licences, ecc.
LETTERS OF CREDIT
Letters of credit are often used in import-export transactions (document of credit) when
the buyer makes available to the seller a certain amount of money for the supplying of
goods and services. In this case we speak about stand by letter of credit, a tool that it is
similar to the international bond bank, which has the sole purpose of granting the first
request.
WARRANTIES
Personal warranty is available from a person, called guarantor, to a creditor for a debtor.
The guarantor guarantees for someone else’s debt, paying for him in case this person
will not be able to solve his debt. Using a personal warranty allows us to use a tool
accepted to any Beneficiary and doesn’t block money while providing the service at a
very acceptable cost.
Legal notesDiscaimer
Consent
By accessing to these contests, you confirm that you have read,
understood and accepted the conditions of use set out below. If you do not
agree to these conditions, please leave the webbrochure immediately.
User access and use of the brochure, together with the conditions of use,
are governed by our country law.
Not an offer
No information or opinion contained in this brochure constitutes an offer to
buy or sell securities or financial instruments in general, or to provide any
financial service or advice. The information provided in this brochure
represents a general overview of the KMPG Bank, and the services,
securities and financial instruments described may not be available or may
nor be appropriate for the reader.
Local legal restrictions
The contents of the brochure are not for use by natural or legal persons
domiciled in jurisdictions or countries in which publication and/or use is
prohibited or restricted by legal or regulatory provisions or in which
companies of the KMPG Bank and partners (“KMPG Bank”, both
individually and collectively) do not have the necessary registration or
licences. Natural or legal persons who are subject to these limits based on
nationality, domicile or other factors are not authorised to access or use
the brochure.
Offices & Contacts
Branches & Head Office
ZURICH (SWI) Kreis 1, 8001 Zürich
F: +41 91 961 12 02
LONDON (UK) 14 Woodyates Road 9QR - London
F: +44 203 529 1618
KLAGENFURT (AT) St Veiter Strasse 34/1, 9020 Klagenfurt
Quater Office
TIRANE (AL), Nr.9, Str. Don Bosko, PLL. Grapshi, 6/2 – 1000
F: +355 4 40 5790
