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  for additional background on MBMG International and the views of our key personnel.

  to find out how MBMG have brought the expertise of the world's top performing dynamic global portfolio manager to our clients.*

  * Standard & Poor's awards 2003 & 2004 "Best performing investment, dynamic global asset allocation over 5 years"
 

Option to click on English Language or Swiss Language ( Schweizerische ) and then we'll offer both language versions

Bewildered by the choice? MBMG's highly specialized support analysts utilize the most detailed research capabilities to evaluate all new and enhanced offerings available to sort the wheat from the chaff. This is a full time role beyond the resources of most private investors. However should you require any more specific  information about any of the offers or any other aspect of saving or investment, please don't hesitate to contact us.Alternatively unless you wish to take on the arduous task of making portfolio decisions yourself, then no-one is better qualified to manage your portfolio for you than the man rated number one global dynamic portfolio manager according to S&P for the last 6 years, the legendary Scott Campbell of Optimal Fund Management.

One plus side of markets having taken a battering over the last 2 1/2 years is that product providers have had to sharpen their wits as the buying public have inevitably become more discerning. This has led to a raft of new products and special deals. They've also had to tighten their margins as the capital inflows into the market have dried up somewhat, meaning that there is increased competition among the investment institutions to attract your money. Detailed below are some of the special offers which we think offer the most attractive opportunities in 2004.

Man RMF Multi-Style

This is the latest product from Man Investments. There is a 100% capital guarantee provided by The Bank of America and the targeted growth is 12% per annum. Minimum investment is a lump sum of CHF 20,000. This investment should yield consistent returns in all market conditions and doesn't require any increase in the levels of global stock, bond or property markets to ensure acceptable levels of return.

Zurich International -Supra, Vista & Futura

For those saving more than USD2,000 per month, into their savings, school fees and pension plans, Zurich is offering a bonus of 2.5% of the annualised contribution multiplied by the number of years in the term of the contract. For those who pay in USD1,250 per month the offer is 1.5% For investments below that, a special enhancement of 1% is currently available. For those clients who require additional protection benefits, then enhanced terms are also available on Futura.

Friends Provident International – Reserve

For as little as US$ 37,500 or the equivalent in other currencies, lump sum investors can now set up a fully personalized bond, gaining access to virtually all readily tradable investment assets from individual stocks to investment funds such as Warren Buffet's acknowledged Berkshire Hathaway Company within the portfolio construction expertise of the world's leading portfolio manager Scott Campbell. By taking advantage of Friends Provident's status as a major institution, private investors can, with relatively small amounts, operate in the same way and under the same terms and costs as the biggest multi-billion Dollar organizations.

GAIM Low Volatility Capital Guaranteed Funds

Niche fund manager GAIM regularly issues capital guaranteed notes linked to its various diversified low volatility strategies. This allows solid returns in Sterling, Swiss Franc, Euro and US$ to be generated whilst enjoying the comfort of a capital guarantee.

Generali International - Vision

For investments in excess of $1250 per month,  there is no load. This is an extremely attractive deal for regular savers, especially as Generali provide access to the PSG Global Dynamic Fund - the award winning, best-performing global fund of funds, managed by the number one dynamic, global asset allocation guru, Scott Campbell.  (see opposite)

Friends Provident International – Premier

 Minimum contribution is only USD150 per month.

 Allocation rates of 110% when payments are higher than USD1,000 per month..

Life Assurance cover available Premium Protection Cover if you are unable to continue paying into the policy.                                                    

Swiss Personal Retirement Plans

Increasingly the annual costs of the contribution to AHV/IV are becoming expensive for Swiss nationals living abroad. If you have been contributing at a high rate for a long period of time, your best option may be to continue with the Government scheme. However if you are in your 40s or younger or haven't made significant contributions in the past it may be in your interest to consider a more tax-efficient, cost-effective personalized scheme tailored to suit your own needs.

WestPac/NAB Ord Minnett

The latest issue of the extremely popular (no wonder in view of its history of stable consistent returns of 18-20% per year) OM Strategic (formerly Ord Minnett) series of funds (issued 3-4 times each year) is now open for a 6-8 week subscription period.  The minimum investment is only AUD 5,000 and this is ideal for investors of all base currencies who require an investment that offers good returns, easy access and aren't sure for how long they wish to invest. Capital guarantees for these funds are provided alternately by Westpac and NAB.

Scott Campbell and MBMG International

Over the last 10 years while MBMG International has been establishing its reputation as Asia's pre-eminent investment advisors, Scott Campbell was establishing his own reputation firstly at AMP and then as the MD of Appleton International, and following the highly lucrative sale of Appleton to PSG, Scott set up his own company, Optimal FM. Awarded 5 stars by S&P, Scott has the best record for global, dynamically managed portfolio construction over the last 6 years, and the consistency and capital security of his portfolios has also been acknowledged by Lipper Leaders in this time. While Scott normally deals only with institutions and not individual clients, MBMG have arranged a unique service whereby investors in Asia have their portfolios designed bespoke to their personal goals and needs using Scott's expertise to manage the core holdings on a hands on basis and to advise on complementary, highly personalized satellite holdings. Would you want to have Warren Buffet on call 24 hours a day ? Well maybe you would - but having the world's number one portfolio allocation expert actually managing your money according to your personal remit is even better.

"MAN INVESTMENTS" - A truly global presence, showing that an award winning investment company never sits on it's laurels. Leading from the front in performance, I.T. and fund management expertise. What's even better is , they won't bamboozle you with jargon...

Past performance is no indication of the future.  Investments can down in value as well as up.  The information contained in this website should not be taken as a specific recommendation to undertake any course of action and neither MBMG International nor its officers can accept any responsibility for the consequences of any action taken or not taken as a result of visiting this website.

 

 
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