ENG Global Wealth Management - Grupo Cohen

| 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