ENG Global Wealth Management - Grupo Cohen

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We are an independent group with over 80 years of experience in the financial markets, devoted to building and preserving the wealth of our clients and their families.

Our purpose is to guide and support our clients throughout their lives in the development of their projects and the achievement of their objectives. This premise has shaped our culture and work structure.

| Global Wealth Management


| About Grupo Cohen

We are an independent group with over 80 years of

experience in the financial markets, devoted to building

and preserving the wealth of our clients and their families.

Our purpose is to guide and support our clients

throughout their lives in the development of their projects

and the achievement of their objectives.

This premise has shaped our culture and work structure.


| Timeline

BUSINESS

MILESTONES

|1938

| 1970

CORPORATE

MILESTONES

Máximo

Cohen starts

the business

by managing

international

financial and

stock exchange

transactions.

Máximo

Cohen sets up

Merril Lynch’s

agency in

Argentina.


2002

CGM

Cohen Global

Markets S.A.

2004

CGM Leasing

Argentina S.A.

2006

Trust Services.

2007

COHEN S.A.

MUTUAL FUND

MANAGEMENT

COMPANY.

2014

Corporate

Finance.

2015

Integra Pyme.

1938

|1974 | 2004 | 2005 | 2012 | 2017

Jorge H.

Cohen, heir to

a long family

tradition,

founds

Cohen S.A.,

Brokerage

Firm.

Cohen S.A.

is recognized

as one of

the most

prestigious

stock

exchange

companies in

the market.

Grupo Cohen

is founded.

Julián Cohen

is appointed

Chairman and

CEO of Grupo

Cohen.

Anna Cohen

is appointed

Chairperson

and CEO of

Grupo Cohen.


| What we believe in

WE CREATE LONG-TERM VALUE

We serve our clients’ current and future needs.

We employ a holistic investment approach,

based on our knowledge and each client’s

circumstances, which allows us to adjust

risk and ensure higher and sustainable

performance.


HERITAGE

We are heirs to a long family tradition. Honesty

and transparency are our hallmark, as well as the

guarantee of an excellent service.

KNOWLEDGE

We guide our clients on their path to more

sophisticated investment strategies and a better

understanding of risk.

ENTREPRENEURIAL SPIRIT

True to our entrepreneurial origins, we meet our

clients’ needs and interests with a look to the

future and an open mind.

COMMITMENT

We align our investment philosophies with those

of our clients. Based on the Know your Customer

principle, we provide customized Premium

financial advice.


| Team


Anna

Cohen

Sebastián

Caronni

CHAIRPERSON AND CEO

GLOBAL ASSET MANAGEMENT

DIRECTOR

PRIVATE BANKING

STRATEGY

CORPORATE

José Elorza

SR. RELANTIONSHIP MANAGER

Diego Falcone

CHIEF STRATEGIST

Joaquín Cohen

SALES MANAGER


| Business Structure


GLOBAL WEALTH

MANAGEMENT

ASSET

MANAGEMENT

PRIVATE

BANKING

INVESTMENT

BANKING

BUSINESSES

INSTITUTIONAL

ROUND TABLE

CORPORATE FINANCES


| Where we are

*

ZURICH

HAMBURGO

BUENOS AIRES

*

MONTEVIDEO

*

MIAMI

NEW YORK


BUSINESS ARRANGEMENTS

* OFFICES


| Business Areas


Our business units are supervised by teams of

experienced and talented analysts who have

business acumen and a cutting-edge financial

background.

Our approach allows us to take an active part

in the management and support of our clients

investment decisions.


| Global Wealth Management

PRIVATE BANKING

Management of the assets of private investors, their families and

their businesses. Design and execution of long-term investment

strategies in global markets.

ASSET MANAGEMENT

Design of the best asset management portfolios in the local and

international market.

| Investment Banking

Asset management, financing and trading opportunities

for all financial instruments enabled in the main markets

of Argentina, Latin America and globally.


| Private Banking


Financial

Advice


Boutique

We think out of the box to design and execute

the best investment strategy, tailormade for

each client profile.

We work with the best asset managers in the

global market by selecting diversified products

in different regions and industries to optimize

our clients’ returns.

We implement state-of-the-art technology to

integrate the different investment platforms

and ease business operations.


Global

Access


Local“Flavor”

We design solid and tailored financial proposals

with optimal long-term strategies in the local and

international market.

From our offices in Buenos Aires, we serve our

clients’ day-to-day needs and turn them into

global opportunities.


Holistic


Approach

We understand the needs of each client as a whole.

Therefore, we manage the assets of private investors,

their families and their businesses equally.


| We are right where our

clients need us

INDIVIDUALS AND FAMILIES


ASSET

MANAGEMENT

MANAGED

PORTFOLIO

The best investment alternatives with a

global look.

Access to all instruments with

excellent returns.

LEASING

MULTI-FAMILY

OFFICE

Financial and operating leasing, renting,

sale & lease back.

Estate, tax and family wealth planning.

TAX

PLANNING

INSURANCE

Tax advice and business consulting.

Structuring of policies with leading

risk management insurance companies

and broker.


| We believe in our

clients businesses

BUSINESS


CASH

MANAGEMENT

TRUST

BUSINESSES

Multi-currency treasury management.

Administration of private and public trusts.

LENDING

COVERAGE

AND FUTURES

Financial and operating leasing, renting,

sale & lease back.

Strategy for importing and

exporting companies.

CORPORATE

FINANCE

Financial solutions through the capital

market or privately.

FINANCING

FOR SMEs

Access to the capital market and bank

credit through guarantees granted by

various Mutual Guarantee Societies and

other financing alternatives.

INSURANCE

INVESTMENTS

Structuring of policies with leading risk

management insurance companies

and brokers.

Medium term investment alternatives.


| How we work

OPEN ARCHITECTURE MODEL

TOP DOWN STRATEGY


Investment Thesis

ENGINES OF THE

GLOBAL ECONOMY

(Analysis of emerging and

developed countries)

FINANCIAL ANALYSIS AND

INVESTMENT FACTORS

(Per type of asset)

GLOBAL PORTFOLIO OF SUGGESTED ASSETS

ASSET ALLOCATION

RECOMMENDED

PORTFOLIOS

MANAGED

PORTFOLIOS

Types of Assets

ETF Local /

International Bonds

Local

Stocks

Foreign

Stocks

Own and

Third Party

Local Funds

Foreign Funds

Structured Notes


Service Model

CUSTOMIZED SOLUTIONS

FOR INDIVIDUAL NEEDS


INVESTMENT

STRATEGY

With a long-term perspective,

we select investment portfolios

based on a common strategy

that adapts to changing

circumstances but that aims

at continuity, stability and

sustainability.

MANAGEMENT

PLATFORM

We offer digital solutions for our

clients to monitor and control

their portfolio, positions and

daily transactions. We also

provide access to historical

performance and market data.

COMPREHENSIVE

ADVICE

We have alliances in the

most important financial

hubs worldwide to be able

to provide our clients, their

businesses and their families

with comprehensive advice

that goes beyond asset

management

THINK TANK

We share our market and trend

analysis on a daily, weekly or

monthly basis.Right into our

clients’ inboxes, or through

webinars and networking events

with local and international

market leaders.


| Offshore Strategic

Alliances


Through our Think Tank

we share and discuss our

house view with partners

and allies.

_Leading international banks in

the private banking and wealth

management industry.

_Various key jurisdictions for

asset diversification.

_Broker dealers with a proven

track-record.

_Renowned mutual investment

fund houses.

_Trust services offices.


Cohen Sociedad de Bolsa,S.A.

Av. 25 de Mayo 195 P7

Buenos Aires – C1002ABC

Argentina 0800 22 COHEN

(26436)

Tel: (+54 11) 5218-1100

info@cohen.com.ar

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