GRiP Global Russian Investment Platform

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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
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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_at_gmx.ch
GRiP Global Russian investment Platform
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Cbonds Group (www.cbonds.info)Cbonds Group is a
financial information provider offering coverage
ofcapital markets in Russia, Ukraine and
CIS. Founded in 2001OfficesRussia
(Saint-Petersburg), Ukraine (Kyiv),
Representative in Kazakhstan (Almaty),
Representative in Poland (Warsaw) from Aug,
2011Cbonds 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).COVERAGERussiaU
kraineKazakhstan BelarusOther CISEmerging
Market EurobondsPoland (in progress)
Joint Venture Partners
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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 Groups 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 CapitalVFS 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.
Joint Venture Partners
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Vision1. 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 structure3. Develop sustainable
business partnerships through transparent
informationStatements Unique through
innovation and maximum size Expertise through
long-term experience Value through diversity
Performance through selected fund profiles
Vision Statements
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gt Provide sustainable and transparent information
servicegt Market research and creation of
innovatives productsgt Match investment
opportunities with changing investor needsgt
Develop markets, distribution and information
platformsgt Link investment performance to
relevant demandLink successful people to
successful people !
Core Competence
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Business Overview
Adviser / Contact relation Prosperous Group of
Switzerland

• B2B B2C
• Qualified provident Investors a/o their
  Consultants

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 _at_ Cbonds Group
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Fund Manager Allocation at launch (01.12.2012)
Size Mutual Funds/Companies 5-30 Mutual Funds/Companies 5-30 Mutual Funds/Companies 5-30     ETFs 1-4  
               
               
Big 5 6 7   1  
               
Mid 8 11 14 17 20 2 3
  9 12 15 18 21    
  10 13 16 19 22    
Small 23 24 25 26 27   4
               
           
Region Global USA Europe Apac BRIC Global Europe
               
1. Big Mid Size All asset classes, several
regions, gt 10 funds 2. Mid Small Size All a/o
almost all asset classes, several regions, lt 10
funds 3. Small Size Single (niche) funds i.e.
Alternatives, Trading strategies, HF, FoF,
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Website Structure (represented by
www.investfunds.ru )
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GRiP Services
Global - Russian Investment Platform
Business Development Philippe H. Berthoud, MBA
Board of Directors Dr. Sergey Lyalin,
President CEO Sergey Zobov
Market Introduction
Legal Compliance
Legal Representation

• Main Service
• Host presentation on
• the LARGEST Russian
• investment fund platform
• 2. Additional Service
• A) Sales support
• B) Online marketing
• C) Roundtables
• D) Conferences
• E) Various on request

• Main Service
• Documents verification
• at implementation (start)
• 2. Additional Service
• A) Annual verification
• B) Education/Courses on legal industry reforms
• C) Support on agreements
• D) Various on request

• Main Service
• Registration of legal
• representation
• 2. Additional Service
• Basic administration
• Office rent
• C) Organize legal, tax a/o
• accounting services
• D) Various on request

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Cost structure (as of October 2012)
Trailer Fee
Basic Fee
Market Introduction

Legal Compliance


Legal Representation

10 Funds
Above discribed basic price structure
gt 10 Funds
Basic price structure additional handling cost
per Fund gt EURO 250.- p.a.
gt 30 Funds
Basic price structure additional handling cost
per Fund gt EURO 200.- p.a.
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Economic- Russian GDP Growth of 4 p.a.- Large
primary resources supported economy- Ongoing
growth of people / companies wealth in the
targeted regionPopulation / 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 GeneralOVER
ALL1. InvestfundS LARGEST RUSSIAN FUND
PLATFORM2. Perfect Management mix Expertise,
Experiences, Drive3. Joint Venture limited
company under Swiss lawgt Business relation in
Switzerland (Europe)gt Funds / Product promotion
at one of the regions most in demand !
Why should You get more GRiP
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Contact
GRiP Management AG, Switzerland (in Gründung)
c/o PROSPEROUS GROUP of Switzerland c/o
InvestfundS _at_ Cbonds Group Wolleraustrasse
41A 21A Pirogovskaja nab. BC Nobel CH-8807
Freienbach / Pfäffikon SZ RUS-194044 St.
Petersburg, Russia 41 (0) 55 415 15.. (as of
15.11.2012) 7 812 336 9721 41 (0) 76 519 2971
info_at_investfunds.ru www.prosperous.ch
www.investfunds.ru
Mr. Philippe H. Berthoud, MBA Mr. Sergey
Zobov Direct 41 76 519 2971 Direkt 7
812 336 9721, ext. 103 Mobile [phone] CH
Mobile [phone] Mobile [phone]
6908 RUS E-mail Philippe.Berthoud_at_vfs-solutions.c
h Email szobov_at_cbonds.info
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EducationZurich 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 ManagementPhD Thesis Core Satellite
Strategies (2012-15)Work ExperiencePROSPEROUS
GROUP Partner, Co-Founder, Member of Investment
CommitteeVFS Vitudurum Fund Select. Head
Strategies MarketsSFG Group President CEO,
Founder (sold in 2009)GiF Zurich Global Head
Marketing Sales, Co-Founder (sold in
2009)STOXX Limited Head Marketing Sales
EuropeJP Morgan Flemings Business development
institutional clients SwitzerlandJML Group
Financial Planning for HNWIsCredit
Suisse Career start plus 7yrs within portfolio
asset management
Background Philippe H. Berthoud, MBA (1966)