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A wise man should have money in his
head but not in his heart. Jonathan Swift
•  KTS is an independent multi-client family office and
investment advisor that provides comprehensive advice to
high net worth families with complex ownership and asset
structures, by delivering fully integrated, global and highly
customized solutions far beyond traditional asset
management and for all financial matters.
Oct 2014 2 BENEFITS FOR OUR CLIENTS
SOURCE
Extensive understanding of family requirements
We use comprehensive approach – we analyze and
review not only family’s assets, succession and
inheritance but also family’s culture, values and needs
related to financial capital.
Preservation of wealth
Our highly experienced investment team has a solid track
record of long-term strategic asset allocation.
No conflict of interest
We are independent and as such, we constantly thrive for
optimal solutions guarantying best interest, products and
services to our families.
Cost effectiveness
Our fee structure is simple, transparent and fair.
Broad and complete spectrum of worldwide investment
products and services
Our unique global specialists network consists of first
class banks, lawyers, accountants, tax advisors and other
professionals.
Tailor made and tax-optimized solutions
Wide choice of our business partners allows us a
significant level of customization.
Oct 2014 3 BENEFITS FOR OUR CLIENTS
SOURCE
One, universal reference for all global assets
We supervise, integrate and consolidate all financial
positions and matters.
Individual all-round administrative services support
Our highly skilled, multi-language team can considerably
save time for our families by handling their administrative
duties.
Access to the best opportunities in the most active
markets
Our substantial, solid assets and financial base combined
with our independence and strong network give us
significant access.
Prestigious, safe and stable location
We are based in Zürich, Switzerland.
Utmost privacy, confidentiality and trust
Building a sound, long-term trustworthy client relationship
is our core business value.
Full transparency
We are a member of the SRO PolyReg and PolyAsset
Associations, required to comply with the strict “PolyReg
Code of Ethics and Professional Conduct” which include
an annual independent review of all business activities by
an auditor recognized by the Swiss Financial Market
Supervisory Authority (FINMA). We are also registered
under FATCA.
Oct 2014 4 OUR SERVICES
INVESTMENT ADVISOR
FAMILY OFFICE
Personal
Services
Financing/leasing/
registration of private
planes, yachts & boats
Private sale of luxury
real estate & works of
art
Relocation services
Secretarial & concierge
services
Private placements
Consulting & educating
younger generations
about personal wealth
management
Ensuring that the
family’s philanthropic
wishes are fulfilled
Oct 2014 Accounting
Services
Property
Management
Network of leading
Swiss accountants to
offer first class
accounting services
Liaise with real estate
agents and property
managers (either for
investment purposes
or personal use)
Consolidation of
portfolios held at
various banks
Monitoring of
mandates and
performance
Arranging tax returns
Tax advisory and
reporting
Discretionary
Mandates
Client mandates KTS to manage
assets according to agreed
investment instructions
Property management
services (rent
collection, insurance,
maintenance,etc.)
Other assets such as
fine art collections,
aircraft and yachts
Arranging financing/
leasing/registration/
insurance of property
Arranging purchase/
registration/insurance
of fine arts
Advisory Mandates
Client instructs KTS to advise
with respect to investment
strategies
All investment decisions remain
with the client in every instance
Clients assets are kept in safe
custody at their chosen bank
Client assets are kept in safe
custody at their chosen bank
Investment instructions are
defined
Discretionary Asset Management
Mandate is restricted so that KTS
cannot move assets on its own
authority
Nature of the investments is
determined together with time
parameters
Tailor-made solutions/
structured products
5 OUR INVESTMENT GOAL
Preserve, optimize and enhance capital.
Oct 2014 6 OUR INVESTMENT PHILOSOPHY
Any investment should principally be based on a
sound risk management system.
Oct 2014 7 OUR INVESTMENT PHILOSOPHY
Following factors are essential when constructing a client/family portfolio:
• 
RISK PROFILE - Meticulous risk profile determination is the starting point in risk management and
a milestone in a successful wealth management.
• 
OFFSET ANNUAL LIVING COSTS - High net worth families should pursue an investment strategy
which aims to cover their fixed annual costs.
• 
DIVERSIFICATION - Entrepreneurial families need a diversification of their main business to
ensure capital preservation and growth.
• 
RIGHT DISCIPLINE - An investment should be fundamentally solid, have positive quantitative and
qualitative characteristics and it should have a good entry point on a technical view.
• 
GOVERNANCE SYSTEM - Families with multiple ownership and asset structures need successful
governance system solutions in order to optimally manage their complex financial, legal, business
and personal affairs in a coordinated manner.
Oct 2014 8 OUR INVESTMENT STRATEGY & PROCESS
Oct 2014 9 KTS FINANCIAL SERVICES
•  Our subsidiary, specialized in the establishment and
administration of secure and efficient corporate and trust
structures to optimize tax impact, protect wealth and
facilitate international business.
Oct 2014 10 KTS FINANCIAL SERVICES
Trust, Trustee
& Foundation
Services
Company
Formation &
Domiciliation
Services
Virtual Office
Services
Advisory
Services
Commercial
& Escrow
Services
Oct 2014 11 OUR TEAM – YOUR PARTNER FOR FAMILIES AND
ENTREPRENEURS.
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Filippo Pedotti, Managing Director
Gabriele Manferdini, Director Investment Strategy
Margaret Gouthier, Office Manager & Marketing Director
Ronald Zaman, Senior Advisor, Director
Cüneyt Karadag, Senior Advisor, Director
Michelle Addison, Compliance Officer
Serena Baggio, Executive Assistant
Oct 2014 12 DISCLAIMER
This publication is for your information only and is not intended as an offer, or a
solicitation of an offer, to buy or sell any investment or other specific product.
This document is confidential and intended solely for the use of clients or investors of
KTS Capital Management.
Although all information and opinions expressed in this document were obtained from
sources believed to be reliable and in good faith, no representation or warranty,
express or implied, is made as to its accuracy or completeness. All information and
opinions as well as any prices indicated are subject to change without notice. Certain
services and products are subject to legal restrictions and cannot be offered
worldwide on an unrestricted basis.
Oct 2014 13 KTS Capital Management AG
Utoquai 39
8032 Zürich
Switzerland
t +41 (0)44 253 7190
[email protected]
www.ktscapital.ch
Oct 2014 14

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