Dear clients and partners

We are pleased to inform you about our latest progress and the outlook for the current year. We have achieved significant milestones in recent months:

• Strategic partnership with SBI Digital Markets in Singapore: We were able to announce a partnership in the manufacturing and distribution of financial products. This collaboration marks an important step towards further improving our range of services and expanding our market position in Europe and Asia. Together with the SBI Group, we want to offer our customers even more added value.
• Momentum in revenues: After a moderate start to the year, our income has developed very well. We reported record income in March, April and May 2024. Since the beginning of the year, revenue has increased by more than 50% compared to the same period in 2023, driven by strong client and trading activity across all product classes and regions.
• We have been able to continuously expand and develop our product range: Assets under management (AuMs) in AMCs have risen steadily and reached CHF 600 million at the end of May. Monthly trading income has also grown strongly thanks to our own issuing platform and the associated authorisation as a Swiss securities firm.

Positive outlook

The increase in client activity and the strategic initiatives build a solid basis for further growth. We are well on track to achieve our ambitious targets for the current year.

We would like to thank you for your support and trust in our company. Our team is highly motivated every day to offer you an exceptional investment experience.

We are always happy to answer your questions at any time.

Yours sincerely

David Schmid & Giuliano Glocker Co-CEOs