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PRESS RELEASE OF CAT FINANCIAL PRODUCTS AG: FOUNDING OF CAT WEALTH MANAGEMENT AG, LIMMATQUAI 4, CH-8001 ZÜRICHZÜRICH, SEPTEMBER 1ST 2016

CAT Financial Products AG („CATFP“), the independent supplier of services in the area of structured products, domiciled in Zurich and Bern, has founded the independent wealth management company CAT Wealth Management AG, in cooperation with Beat Burri and Stefano Longo.

The foundation of the company, with branches in Zurich and Bern, took place on August 24th 2016. The official start of business will be in November 2016. The company was founded after a long term cooperation among the founding partners.

Due to its operations CATFP has a tight bond with wealth managers and private bankers. Beat Burri, head of the CATFP branch in Bern since the beginning of 2016, will go on with establishing structured products in the Bern branch as well as introducing the private and institutional clients of his wealth management company to the CAT Wealth Management AG.

The initial idea for this project originates from Beat Burri’s and Stefano Longo’s collaboration with the CATFP. Stefano Longo is senior relationship manager at VP Bank (Switzerland) AG. By November 1st 2016 he will start his work as member of the executive board and “founding partner” at CAT Wealth Management AG.

Beat Burri and Stefano Longo are going to co-manage and extend the company as well as to bring in their own network and client relations. CATFP will provide the infrastructure and is responsible for the implementation of the innovative technology. The goal is to build the next generation‘s wealth management company in cooperation with selected partners. That way CATFP’s area of business gets more diversified as well as synergies arise in all sectors.

The CAT Wealth Management AG will provide a transparent platform for its exclusive partners in order to be equipped for all regulatory requirements. Giuliano Glocker, founder of CATFP says „We are happy to have found two real partners and specialists in this business area. The collaboration was only possible with the long lasting relationship amongst us and the trust which comes with it. These are the virtues which are essential for our group. This project was in meticulous preparation for a long time, the necessary arrangements are made. We are looking forward to translate this project into action. “

Hans-Peter Kellenberger, a Managing Partner at CATFP, will take further part in the development as an executive board member at CAT Wealth Management AG. Beat Burri is president of the board of directors. Further members of the board of directors are Giuliano Glocker and Angelo Sieber.

Since 2008 CAT Financial Products AG provides a best-execution and service platform for structured products to professional wealth managers and institutional investors. Via the multi-issuer platform their clients benefit from an ongoing comparison of prices and have access to a unique reporting and life-cycle-management platform with which the complete structured products portfolio is analysed and monitored.

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