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A unique financial offering TRADE FINANCE ASSET MANAGEMENT SECURITIES TRADING www.cfe-finance.com
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Jul 21, 2016

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Page 1: Brochure finale preview

A unique financial offering

TRADE FINANCE

ASSET MANAGEMENT

SECURITIES TRADING

www.cfe-finance.com

Page 2: Brochure finale preview

OUR HISTORYCorporation Financière Européenne SA (CFE) was founded by Mario Cordoni, who has

held the post of Managing Director since 2001. Prior to CFE’s creation, Mr. Cordoni was a

metals trader, exporting mainly to emerging markets. Thanks to a fruitful collaboration

with Massimiliano Piunti, a specialist in structuring financing in favour of exporters and

importers, Mr Cordoni recognized the potential in creating a dedicated advisory service for

Trade Finance.

Consequently, CFE was born, with backing from one of Italy’s leading banks, UBI Banca. With

the contribution of Duccio Duranti, CFE has grown from an advisor to a financial house that

actively participates in trade financing itself has enabled the Company to grow, flourish and

diversify. Over the past decade CFE has arranged Trade Finance transactions in excess of USD

2.5 Billion and today has increased its shareholder equity to EUR 45 Million.

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TRADE FINANCE

ASSET MANAGEMENT

SECURITIES TRADING

CFE is recognized as one of Europe’s leading, non-banking

entities in the field of Trade Finance: an area of expertise that

ranges over two decades. Today, we act as advisors in Trade

Finance and facilitate our own deals.

CFE’s Trading Desk is active mainly in fixed income products

focused on EM, Govies, Corporates and High Yield. The

objective is to achieve and offer a diversification of credit

exposure in instruments with greater liquidity.

CFE provides a 360° service in Asset Management.

Our strength lies in providing clients from other areas of the

business a personalized service that reflects their ambitions,

financial objectives and risk aversion profiles.

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TRADE FINANCESince its creation, CFE has specialized in offering insightful Trade Finance services, initially in a solely advisory capacity. For the past decade, however, CFE has itself facilitated and financed Trade Finance opportunities.

With a holding company based in Luxembourg, Office headquarters in Geneva, and satellite offices in,

Paris, Speyer (Germany) and Buenos Aires, CFE is a truly international player.

Our expertise is based on experience that dates back over a quarter of a century. Today, CFE is recognized

as one of the top three non-banking independent Trade Finance institutions operating in Europe.

A broad range of services:

CFE currently provides advisory services to exporters of goods and commodities worldwide, with

particular emphasis in the following areas:

• Forfaiting

• Silent confirmations

• Transactional equity financing

• Pre Export Finance

• Distressed debt opportunities

• Market execution

To date, CFE has arranged Trade Finance transactions with a market value of over USD 2.5 billion.

“Today, CFE is recognized as one of the top three non-banking independent Trade Finance institutions operating in Europe“

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ASSET MANAGEMENTFollowing its success in Trade Finance, 2010 saw CFE expand its service offering into Asset Management with its regulated entities in Switzerland (CFE Asset Management S.A.) and in the United Kingdom (CFE (UK) Ltd.). The objective is to provide existing clients and potential new clients with a highly-personalized, expert service.

While banks and other large financial institutions may have individuals as customers in different

capacities, the very size and nature of such organizations makes it difficult to find synergies and offer

a true 360-degree service. This is where CFE excels, taking an holistic approach that considers an

individual’s interests and approach to finance, which cross the boundaries of our disciplines. We address

such interconnectedness as a reality of each person’s needs.

Technical expertise with our own proprietary model

CFE’s approach in the asset management field is

to safeguard and enrich the personal wealth of our

clients. To better service our customers CFE has

created the Dynamic Risk Reduction Model© (DRRM),

which helps us to construct clients’ portfolios

based on their risk preferences. DRRM consists of

a methodology of closely monitoring and analyzing

financial markets: this enables us to make the right

allocations at the right moment on different liquid

asset classes, such as Bonds, Exchange Traded Funds

and Cash, thus maximizing performance. Beyond

this, the spirit of our approach is to always ensure

the security of portfolios under mandate, in order

to withstand the vagaries and volatilities of the

international financial markets.

Meeting client needs in the UK and the Eurozone

CFE UK Ltd services demonstrate our flexibility

and willingness to accommodate clients’ needs, in

the UK and on mainland Europe. This means taking

client mandates across Europe and managing the

relationship from London. Put simply, we go where

our clients are best financially served, avoiding

complications, while revealing opportunity. While

CFE Asset Management S.A. is affiliated by the ASG

(Association Suisse des Gérants de Fortune), CFE UK

Ltd is regulated by the Financial Conduct Authority.

“We provide bespoke Asset Management based on a detailed understanding of each client’s needs and risk profiles“

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SECURITIES TRADINGOur Trading Desk is active mainly in fixed income products focused on EM, Govies, Corporates and High Yield. The objective is to achieve and offer a diversification of credit exposure in instruments with greater liquidity.

The Monaco office provides Execution Desk services in Securities Trading, which profit from an

independent approach, and enhance our competitiveness. On behalf of our clients we act as advisors

and executors on fixed-income orders generated with our own trade flow, trading bonds with banks,

funds and other Family Offices.

“Our Trading Desk operates within global financial markets, where we can identify and execute the best opportunities“

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Building competitive advantage

For a company of our size, having our own direct

access to the market differentiates us from the

competition.

Our Execution Desk also increasingly deals with

institutional clients, which is an evolving service

that will further consolidate CFE’s holistic

financial offer.

Areas of expertise

• Value added execution providing flows and

market intelligence to institutions

• Expertise and experience in Worldwide

Fixed Income asset class

• Advanced technology services

• A high degree of market transparency

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GENEVA

CFE (Suisse) S.A.

T. +41.22.312.59.10

F. +41.22.312.59.20

CFE Asset Management S.A.

6, Rue de la Confédération

1204 Geneva

Tel: +41.22.310.78.29

Fax: +41.22.310.78.30

[email protected]

LUXEMBOURG

Corporation Financière Européenne S.A.

37/A, av. J.F. Kennedy

L-1855 Luxembourg

Tel: +352.22.78.51

Fax: +352.22.78.52

[email protected]

FRANKFURT

CFE Deutschland GmbH

Mainzer Landstraße 46

60325 Frankfurt am Main

Tel: +41.22.312.59.10

Fax: +41.22.312.59.20

[email protected]

LONDON

CFE (UK) Ltd

3 More London Riverside

SE1 2RE London

United Kingdom

Tel: +44.20.32.83.41.58

Fax: +44.20.32.83.40.01

[email protected]

MONACO

Corporation Financière Européenne S.A.M.

7, rue du Gabian

MC 98000 Monaco

Tel: +377.97.77.86.10

Fax: +377.97.77.86.11

[email protected]