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Our Clients around the world…
Our Clients around the world…
My Background My Background
David Ruler
Associate
Years of experience in Stockbroking Banking Wealth Management
Fully UK FSA qualified
Our Background Our Background British owned financial planning and wealth management company with international operations opened in 1994.
Our main principles are: trust, professionalism and partnership.
Austen Morris Associates is a WFOE maintaining full legal recognition in all areas of the world that we operate in.
Independent advice
Largest financial consultancy in Asia
Our Asia OfficesOur Asia Offices
Head Office Asia PacificShanghai
Head Office Asia PacificShanghai
Vietnam OfficeVietnam Office
Beijing OfficeBeijing Office
Thailand OfficeThailand Office Indonesia OfficeIndonesia Office
What Is Offshore Investing?What Is Offshore Investing?
Tax free Protection 90% Security AAA rating
Stability ConfidentiallyInstitutional Buying Power
A few of our partners…A few of our partners… A few of our partners…A few of our partners…
Example of Fund Performance – June 2012Holding 1 Year Performance 3 Year Performance Currency Start Date
Pictet Asian Currency Local Debt
11.71% 29.74% EUR 24/01/2007
Templeton Asian Bond 7.7% 45.35% EUR 25/10/2005
JPM US Bond 8.99% 46.31% USD 15/05/1997
Henderson Horizon Pan European Alpha
5.00% 52.24% EUR 01/12/2006
Invesco Asia Balanced 2.13% 73.57% USD 01/09/2003
Fidelity Funds Global Property
7.10% 118.04% EUR 09/12/2005
Blackrock GF World Gold
11.25% 45.98% EUR 06/04/2001
Carmignac Emergents 5.85% 93.32% EUR 04/02/1997
Henderson Horizon Global Technology
9.82% 104.66% USD 31/10/1996
Aberdeen Global Emerging Markets Bond Hedged
10.70% 120.21% EUR 11/07/2007
Aberdeen Global Asian Smaller Companies
6.53% 168.37% USD 14/05/2004
HSBC GIF Russia Equity
23.88% 130.52% USD 17/12/2007
Online AccessAccess
24/7 access24/7 access
Daily valuationsDaily valuations
Easy to use interfaceEasy to use interface
Graphical fund performanceGraphical fund performance
Stop/loss alertsStop/loss alerts
All assets on one systemAll assets on one system
Portfolio recommendationsPortfolio recommendations
Regular reviewsRegular reviews
Easy information flowEasy information flow
Monthly Performance Reports
Regular Investment Reviews
Continual Portfolio Management
Monthly Updates
Detailed Quarterly Analysis
Weekly Newsletters
Transparent Charging Structure
AMA Client Service AgreementAMA Client Service AgreementAMA Client Service AgreementAMA Client Service Agreement
Process To Become A Client….Process To Become A Client…. Process To Become A Client….Process To Become A Client….FIRST MEETING Review your situation now Discuss your goals and objectives Establish whether & how we can help
SECOND MEETING Show you our recommendations If suitable, apply for an account
THIRD MEETING Investment account documents Invest your money
FUTURE MEETINGS Service and review through regular meetings
For more Information:For more Information:
David Ruler, [email protected] www.austenmorris.com
Head Office Asia PacificShanghai Puxi19th Floor Guangdong Development Bank Tower555 Xujiahui Rd.Shanghai, China [email protected]: (86 21) 63901233
Thank You
