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The Business

Blackfort’s Banking Solutions

Blackfort offers to its clients the access to the Swiss financial markets through it’s trading and operations platform. Depending on client’s needs we will evaluate the potential cooperation on a case by case basis with each entity of our network, which reaches from individual professionals to multinational financial enterprises. Consequently, the necessary administrative action will be taken in order to allow smooth interaction between parties.

Blackfort Banking solutions are consistent of following elements

  • Analysis of clients current banking set up and actual needs
  • Understanding of clients business development plans, future demands and relevant banking implications
  • Evaluation of the potential cooperation model
  • Selection of banking counterparties

    Custodian Banks for Private Accounts (international and domestic banks)

    Custodian Banks for Operative Accounts (international and domestic banks)

    Brokerage Firms

    Financing Entities

  • Assisting on best in class selection among secondary service providers, i.a.

    Wealth Planner

    Corporate Services (directorship and trustee services)

    Tax and Legal Advisors

    Insurance Agencies

    Relocation Solutions

    Estate Planning Solutions

  • Preparation and actual onboarding of the client at the relevant entity

    KYC Information Gathering

    Data Workup (Personal Profile, Source of Funds, Actual Business Model, Future CF’s)

    Introduction of the client at the relevant entity

    Onboarding process initiation and consequent monitoring

    Additional data sourcing and provision if needed

    Contractual business relationship settlement

    IT platform access provision and consecutive support

  • Business process initiation, execution and supervision

    Administrative Process Coverage

    Account Management

    Cash Flow Management (Flow of Funds Documentation and Explanation to third parties)

    Ensure Proper Handling of Tasks Initiated

    Monitoring and Reporting

    Reconsiliation

  • Ad-Hoc business solution elaboration and realization

    Finance Sourcing (Yacht-, Jet- and Real Estate Financing)

    Trade Finance Solution (Bridge Finance, Revolver Financing)

    Lending Value Optimization and consequent pledging

    SPV Creation and Management

    Banking Account structure creation and optimization

Client Process

Consulting

Onboarding

Execution Process

CONSULTING

Counterparty Selection

DATA ELABORATION AND CLIENT ONBOARDING

Business Operations

Financial Situation Financial Objectives Transaction Requirements Trading Behavioristics Currency and Liquidity Requirements Reporting Needs

Custodian Banks for Private Accounts Custodian Banks for Operative Accounts Brokerage Firms Financing Entities

KYC Information Gathering Data Work Up Client Introduction at Relevant Entity Client Onboarding Contractual Settlement Platform Access

Banking Process Initiation Administrative Support Cash Flow Management Trade Execution and Control Transaction Monitoring and Reporting Reconciliation

SPECIFIC BANKING REQUESTS

SECONDARY SERVICE PROVIDERS SELECTION

BUSINESS SOLUTION ELABORATION AND REALIZATION

Wealth Structuring Corporate Services Finance Sourcing Relocation Solutions Estate Planning

Tax and Legal Advisors Insurance Agencies Fiduciary Agents Real Estate Firms

Finance Sourcing Trade Finance Solutions Lending Value Optimization SPV Management

Client Process

CONSULTING

Advisory Process

CONSULTING

Blackfort ensures the highest solution efficiency closely following clients requests, optimizing possible action agenda and the consequent involvement of all relevant business relations needed for the successful exercise completion.

Blackfort’s Investment Advisory

For clients who are interested in the developments on financial markets and prefer to fell their own investment decisions we offer Blackfort’s Investment Advisory Services. This product is principally qualified for investors who do have experience in bankable assets trading and a personal market view, but do appreciate to receive professional outlooks on global macroeconomics or a comprehensive advice on a specific region, industry or enterprise, ad –hoc and whenever needed.

At Blackfort, a team of experienced economists is instantly monitoring global and local market movements. It analyses their source, dynamic and direction and imposes consecutive, hands on trade advices. Depending on client’s portfolio set up, his investment focus and his risk affinity, client’s personal relationship manager will select and tailor investment solution provided by Blackfort’s asset management team. Trading proposals, backed by relevant research data, will be consequently provided and explained to the investor. The client decides himself whether he prefers an active or passive advisory mandate and how often he wants to be contacted.

The investor makes the final investment decision by himself and concludes which trade idea should be executed.

Blackfort’s Investment Advisory Services are composed of following elements

  • Understanding client’s current investment profile and trading behavioristics

    Clients Financial Situation

    Current Portfolio Structure

    Clients Risk Appetite

    Investment Horizon and Investment Targets

    Trading Experience (by Asset Class / Market / Industry)

    Trading Behavior (Frequency / Execution Style / Research Needs)

  • Formation of an Investment Strategy

    Identifying Future Investment Objectives

    Development of Investment Principles

    Setting Financial Return Expectations (Risk Return Appetite)

    Determination of Investment Restrictions (Currency, Rating, Industry and Asset Class Structure)

    Establishing of Diversification & Hedging Tactics

    Discussion of Leveraging or Gearing Options

    Liquidity Requirements Determination

  • Evaluation of the potential interaction set up

    Structure of the Communication Processes

    Communication Channels Selection and Implementation

    Communication Frequency (Proactive vs. Passive Advisory)

    Research Focus

  • Selection of Banking Counterparties

    Custodian Banks for Private Accounts (international and domestic banks)

    Brokerage Accounts

  • Preparation and actual onboarding of the client at the relevant entity

    KYC Information Gathering

    Data Workup (Personal Profile, Source of Funds, Actual Business Model, Future CF’s)

    Introduction of the client at the relevant entity

    Onboarding process initiation and consequent monitoring

    Additional data sourcing and provision if needed

    Contractual business relationship settlement

    IT platform access provision and consecutive support

  • Investment Advisory Process

    Provision of Preselected Market Data (Channel, Frequency and Focus as per Implemented Investment Strategy and Interaction )

    Research Explanation and Discussion

    Investment Decision Coordination, Execution and Confirmation

    Active Portfolio Monitoring (Active Investment Restriction Compliance)

    Regular Performance Review

    Periodical Investment Strategy Review

Client Process

CONSULTING

ONBOARDING

CLIENT PROFILING

INVESTMENT STRATEGY FORMATION

Obtain Operative Advisory Readiness

Financial Objectives Risk-Return Profile Investment Horizon Liquidity Requirements Trading Behavioristics

Investment Principles Investment Targets Investment Restrictions

KYC Advisory Form Determination Interaction Strategy Custodian Bank Selection Client Onboarding

Implementation Process

VALUATION AND REPORTING

Portfolio Implementation

Regular Performance Review Trading Activity Analysis Periodical Investment Strategy Review

Strategic Allocation Setting Tactical Allocation Setting Asset Selection Future Portfolio Discussion Asset Allocation

Optimizing

Building

Tracking

Advising

ONGOING PORTFOLIO MONITORING

Active Advisory Process

Portfolio Rebalancing Tactical Relocations Restrictions Compliance

Provision of Market Analytics Research Data Discussion Trading Propositions Investment Coordination

Execution Process

Communication Process

Blackfort grants his clients unlimited access to quality investment ideas and ensures that the client is continuously updated on new market opportunities. Our relationship manager secure that Blackfort’s clients do always receive an allocation proposition, with the optimal mix of asset classes, markets and currencies, tailored for client’s particular investment strategy. The regular investment statements provide our clients a comprehensive picture of all taken actions and the current portfolio composition.

Blackfort’s Investment Management

Blackfort’s Investment Management is designated primarily for investors who don’t have the capability or time to pursue the daily ups and downs on the financial markets, evaluate relevant research data and fell consecutive investment decisions. Our Investment Management clients are typically high net worth individuals who earned their financial assets outside the banking industry and aim to preserve accumulated funds in a secure and efficient way, or increase their total wealth by choosing an investment strategy appropriate for their risk tolerance.

Blackfort’s relationship manager will design a portfolio in accordance with clients banking needs, return expectations and investment requirements. The resulting investment strategy shapes future asset selection and allocation process in order to meet all banking objectives set by our clients. Blackfort’s asset management team will carefully monitor global market movements across countries and industries analyze relevant data and allocate funds, strictly following client’s specification regarding the preferred currency, asset liquidity level, capital gain anticipation and risk exposure. All investment decisions, tactical allocation shifts and possible investment strategy adjustments will be discussed with the client on a regular basis. Periodical performance reports, transaction overviews and corresponding clarifications ensure a comprehensive and transparent depiction of Blackfort’s course of action in the Investment Management process.

Blackfort’s Investment Management Process is consistent of following components

  • Analysis of clients current banking set up

    Clients Financial Situation

    Existing Banking Relations and Current Portfolio Structure

    Clients Banking Experience

  • Understanding of client’s business development plans, future demands and relevant banking implications
  • Formation of an Investment Strategy

    Clients Risk Appetite

    Investment Horizon and Investment Targets

    Development of Investment Principles

    Setting Financial Return Expectations (Risk Return Appetite)

    Determination of Investment Restrictions (Currency and Asset Class Structure)

    Establishing of Diversification & Hedging Tactics

    Discussion of Gearing Options

    Liquidity Requirements Determination

    Formulation of Investment Policy

  • Custodian Bank Selection for Private Accounts (international and domestic banks)
  • Preparation and actual onboarding of the client at the relevant entity

    KYC Information Gathering

    Data Workup (Personal Profile, Source of Funds, Actual Business Model, Future CF’s)

    Introduction of the client at the relevant entity

    Onboarding process initiation and consequent monitoring

    Additional data sourcing and provision if needed

    Contractual business relationship settlement

    IT platform access provision and consecutive support

  • Investment Management Process

    Analysis of Client’s Investment Policy

    Consecutive Asset Selection and Allocation Proposition

    Discussion of Pro-Forma Portfolio with the Client (adjustment if needed)

    Strategy Implementation (Asset Allocation)

    Instant Tactical Portfolio Reallocation

    Active Portfolio Monitoring (Active Investment Restriction Compliance)

    Regular Tactical Re-Allocation

    Regular Performance Review

    Periodical Investment Strategy Discussion

Client Process

CONSULTING

Onboarding

Client Profiling

Investment Strategy Formation

Custodian Bank Selection & Account Activation

Financial Situation Financial Objectives Banking Experience Risk-Return Profile Investment Horizon Liquidity Requirements

Investment Principles Investment Targets Investment Restrictions

KYC Custodian Bank Selection Client Onboarding

Implementation Process

Valuation and Reporting

Portfolio Implementation

Regular Performance Review Trading Activity Analysis Periodical Investment Strategy Review

Investment Mandate Selection Strategic Allocation Setting Tactical Allocation Setting Asset Selection Asset Allocation

Optimizing

Building

Regulating

Investing

Portfolio Modification and Controlling

Active Advisory Process

Risk Exposure Monitoring Portfolio Rebalancing Tactical Relocations Restrictions Compliance

Market Data Evaluation Tactical Decisions by Investment Committee Trading Decisions by Asset Management Team Volatility ...

Execution Process

Investment Process

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.

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