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Scalable Capital - NOAH17 London

  1. Die Geldanlage an Kapitalmärkten ist mit Risiken verbunden. Bitte lesen Sie unsere Risikohinweise auf Building the Leading Digital Wealth Manager in Europe NOAH London – November 2017 With investment comes risk. Please note our risk warning at Dr Ella Rabener CMO & UK Co-Founder
  2. Three Conferences, One Mission: Empower the European Digital Ecosystem To provide a physical marketplace that facilitates funding of digital European companies at all stages Mission Mission Mission Connecting Capital with Entrepreneurs Connecting European Champions and Challengers Connecting Israel’s Startups with Large Corporates and Investors 30-31 October 2018 Old Billingsgate, London 6-7 June 2018 Tempodrom, Berlin 13-14 March 2018 Haoman 17, Tel Aviv To promote Israel - European relationships and enable funding To bring together future-shaping executives and investors active across segments driven by digital revolution
  3. £250bn has been saved in cash ISAs over the past decade, losing 9% of its purchasing power until today. Around half of pre-retirement Brits haven‘t started investing for retirement yet. Too Few of Us Invest YouGov survey conducted in March 2017 Financial Times, 1 Feb 2017 62% of women and 48% of men say they lack sufficient financial knowledge to invest in capital markets. YouGov survey conducted in March 2017
  4. Outsource the management of your investment portfolio. Invest in the capital markets and not just into cash. Make sure your portfolio is managed in line with your risk tolerance. Digital Wealth Management Can Help
  5. It’s a Huge Market Opportunity $ 1,000 billion Estimated Global Market Size of Online Wealth Management, 2021 Source: Oliver Wyman Over $ 75 billion Total AuM of US Online Wealth Managers, Feb. 2017 Source: Statista Over €350 million Current assets managed by Scalable Capital 13x 250x
  6. Our Company _ Founded 2014, offices in London & Munich _ Funding of €41 million _ 63 employees from finance, technology and academia _ Regulated by the FCA & BaFin _ Renowned investors
  7. Full Service We manage our clients’ long-term investments Diversification We build globally diversified ETF portfolios Risk Management We continually monitor and adjust portfolios Security We ensure bank-level data security All Devices Desktop, Tablet, Mobile apps
  8. Portfolio allocation for 20% VaR 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 Equities Commodities Real Estate Corporate Bonds Government Bonds Cash The information and images are purely for illustrative purposes and are not a reliable indicator of future portfolio changes. The changes to an investor’s individual portfolio could differ from the illustration. Dynamic Portfolio Allocation to Better Navigate Periods of Market Turmoil Bear Stearns Lehman
  9. Better risk-adjusted returns Better understanding of risk using a robust risk measure 50-80% lower costs due to automation Less stress, better behaviour The Outcome of Our Investment Technology
  10. More than 10,000 clients in Germany, Austria and the UK. We manage over €350m for our clients. Fastest growing in Europe. Award-Winning Service. Growth So Far
  11. Strong Cohort Growth Due to Great Retention Rates 61% 90% 123% After 6 months After 9 months After 12 months Cohort Growth Over Time (AuM Growth vs. Initial Investment, Average Across All Cohorts Since January 2016)
  12. Technology at the Core _ Technology at the heart of the investment model _ Multi-currency, multi-language, multi-device, multi-tax, multi- regulatory environment, multi- custodian, multi-payment _ Ability to integrate with third parties
  13. Example ING-DiBa _ Chose Scalable Capital to offer digital wealth management to its over 8 million retail customers (3rd largest retail bank in Germany). _ Full integration with its core banking platform. _ Integrated onboarding experience for existing ING-DiBa customers.
  14. Technology is transitioning from a competitive advantage to a competitive requirement. Those that do not invest in technology will not be able to meet their clients’ long-term needs. Larry Fink, Founder & CEO of BlackRock “ ”
  15. Die Geldanlage an Kapitalmärkten ist mit Risiken verbunden. Bitte lesen Sie unsere Risikohinweise auf Thank You With investment comes risk. Please note our risk warning at
  16. Selected Completed NOAH Transactions Focus on Leading European Internet companies Covering over 400 companies across 25 online verticals, a broad range of over 500 investors as well as 100+ online-focused corporates Deep understanding of industry dynamics Ability to add value beyond banking advice Facilitates overall process and minimizes management distraction NOAH Advisors is globally well connected and has direct access to virtually all key players in the industry Knowledge of and strong relationships with potential buyers’ key decision makers Proactively finds and unlocks attractive investment opportunities for leading investors Annual NOAH Conference in its 8th year Over 40 years of combined relevant M&A experience Routine execution of M&A and financing transactions with sizes of several billion euros 30 successfully completed NOAH Advisors transactions underline successful transfer of M&A competencies to the Internet sector Entrepreneurial mind-set, focused on growing the business and establishing a reputation for excellence Ability to deliver top results in short time frames Highly success-based compensation structures align interests of clients and NOAH Advisors, and demonstrate conviction to deliver top results Creative deal solutions December 2014 September 2014 October 2014 May 2014 Sale of 100% of for $800m to Exclusive Financial Advisor to Fotolia and the Selling Shareholders Sale of 100% of for €80m to Exclusive Financial Advisor to Trovit and its Shareholders Sale of controlling stake in to Exclusive Financial Advisor to and its Shareholders sold 100% of for $228m to a joint venture between Exclusive Financial Advisor to Yad2 and its Shareholders Unique Industry Know-How Unmatched Network and Relationships Strong Investment Banking Competence Full Commitment - We Are Entrepreneurs! EUROPE’S LEADING INTERNET CORPORATE FINANCE BOUTIQUE September 2016October 2016 December 2016 Financial Advisor to Oakley Capital ® Marco Rodzynek Managing Director & Founder Jan Brandes Managing Director Justus Lumpe Managing Director The NOAH Advisors Core Banking Team Nikhil Parmar Director Acquisition of a Majority Stake in by from at a valuation of €300m Investment in Exclusive Financial Advisor to KäuferPortal and its Shareholders by 84% Ownership Financial Advisor to Silver Lake Investment in by August 2017 Financial Advisor to EMK Capital Acquisition of a Majority Stake in by at a valuation of $200m