Vontobel Holding Ag · SIX:VONN
Vontobel — Debt Investor Presentation (May 2017)
12 slides from Vontobel's debt investor presentation, May 2017
Slide 1: Fixed Income Brokerage
Vontobel Investment Banking Fixed Income Brokerage Vontobel IB Fixed Income Services May 2017 Performance creates trust
Slide 2: Vontobel At a glance – who we are & where we provide benefits
Slide 2 Vontobel At a glance – "who we are & where we provide benefits" Our Business Areas Our core capabilities Our origins Key data* Brokerage firm 1924 Total client assets CHF 147.8 bn I F. E. Haeberli & Cie established in Zurich Private Banking Acquired by Jakob Vontobel and «Protect and build w
Slide 3: What are the benefits for investors and issuers?
Slide 3 Fixed Income Brokerage What are the benefits for investors and issuers? Brokers & Capital Markets Liquidity & Flexibility: Vontobel Capital Allocation & Risk Management Direct market access, own trading positions and a global Fixed Income Brokerage The sell-side research team's fundamental k
Slide 4: The Big Picture: Fixed income world at a turning point
Slide 4 The Big Picture Fixed income world at a turning point… ? How are you set up in terms of: Increasing revenue pressure on financial intermediaries. Fees must reflect added value. Sound counterparty selection and broader market access Complex administrative and regulatory requirements tak
Slide 5: Vontobel Fixed Income Brokerage: Combining fundamentals with trading opportunities
Slide 5 Vontobel Fixed Income Brokerage Combining fundamentals with trading opportunities Fundamentals driven Market & Client driven Company & sector focus Client focussed (gatekeeper function) Sell side research (primary research) Market & opportunity based Market / Market driven ideas Clie
Slide 6: Vontobel Trading & Sales Value Proposition
Slide 6 Vontobel Trading & Sales Value Proposition Value Proposition Differentiation Benefit & ∆ = $ - Single point of entry - Efficient, time gain, better execution 1 «One stop shop» - direct access to all FI products & markets (time to market) - Trader & advisor in one person, 2 Efficient sales
Slide 7: Vontobel Credit Research Value Proposition
Slide 7 Vontobel Credit Research Value Proposition Value Proposition Differentiation Benefit & ∆ = $ 1 Forward looking & future oriented - Financial models based on independent and - Early recognition of risks, analyses proprietary forecasts opportunities & trend reversals - No conflicts of intere
Slide 8: Research, Trading & Sales: Product & service package
Slide 8 Research, Trading & Sales Product & service package Tailor-made range of services put together according to specific client requirements (strategy, exposure, resources, expertise etc.) Advisory, Portfolio Monitoring Trading & Sales Sell Side Research & Set-up of in-house Rating Models Trad
Slide 9: Vontobel Credit Research: Rating Provider for the Swiss Bond Index since June 2015
Seite 9 Vontobel Credit Research Rating Provider for the Swiss Bond Index (SBI) since June 2015 Recent initiation of the real estate sector (8 issuers) extends the coverage universe to currently 65 issuers
Slide 10: Fixed Income Brokerage years of experience in Trading & Sales and Research
Slide 10 Fixed Income Brokerage 200 years of experience in Trading & Sales and Research Years Specific fixed income experience Philipp Alena At Bank Vontobel AG since 1978. Experience in trading and sale of equities, bonds and options in Zurich and New Head Advisory & 32 York (at Vontobel Securities
Slide 11: Disclaimer
Slide 11 Disclaimer This document was produced by Bank Vontobel AG (hereafter «Vontobel») with the greatest of care and to the best of its knowledge and belief. However, Vontobel provides no guarantee with regard to its content and completeness and does not accept any liability for losses that might
Slide 12: Thank you for your attention.
Slide 12 Thank you for your attention. Vontobel Gotthardstrasse 43 CH-8022 Zurich T +41 58 283 71 11 vontobel.com
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