Whitmore Capital Group
Whitmore Capital’s connected investment initiative connects investors globally, maximising opportunity while minimising risk.
Title Text
Think globally, act locally.
Connected Investments.
Institutions and Individuals investing together.
Title Text
Think globally, act locally.
Title Text
Whitmore Capital | Media Campaign
Discover a new world of opportunity
Roger Whitmore
Founder/CEO
roger@whitmorecapital.com
After having accumulated a lifetime’s worth of knowledge, it just didn’t feel right to retire and let all that knowledge and expertise wither away with me on a beach. Coming to Asia also reinvigorated my love and passion for providing solid financial advice and good service, which is why I came out of retirement to start Whitmore Capital. I’m honored to work with such an amazing and talented team where each member brings their own gifts and global perspective to the table. The world is getting smaller, and we must all embrace the idea of being global citizens in the way we think, act, live and invest. Our company aims to expand people’s perspective, not only to global and offshore investing, but also to the unlimited opportunities the world has to offer in all aspects of life.
Think globally, act locally.
Connected Investments.
Institutions and Individuals
investing together.
Why would an institutional investment firm target individual investors?
Think globally, act locally.
The Opportunity
Think globally, act locally.
Roger Whitmore believed there was an opportunity to connect individual investors to the institutional investments that Whitmore Capital were placing.
Whitmore commissioned a research study across the individual investor/retail market looking investment opportunities available based on $200,000 USD to $2,500,000 USD investments.
The research study included at least 5 locations of each of the top 10 wealth management/private wealth firms globally.
The Results
Think globally, act locally.
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Average 5%-7% sales commissions on medium-long term investment plans - institutional 0%
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Average 2-3% administration/management fees on medium-long term investment plans - institutional 0.8%
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Average ROI of 5.5%(NET) per annum compared to Whitmore Capital's 18.9% - 46.8% for same period.
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Opportunity to invest PRE-IPO virtually impossible for individual investors.
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Top 10 wealth firms made it very hard to invest at all.
2014
launch of Whitmore Capital connected investment platform.
Think globally, act locally.
How it works.
We connect Individual investors to our institutional investment opportunities and partners.
Connected Investments.
Institutions and Individuals investing together
Very simple.
Think globally, act locally.
Connected Investment Platform
Connected Investment Platform
Whitmore Capital’s connected investment platform connects both institutional and individual investors globally, we offer a fully diversified product set maximising opportunity while minimising risk.
70% of the total funds are invested into institutional level Corporate Bonds offering a fixed income of between 9.9%, and 12.9% per annum over 3, 5 and 10 year terms.
Interest is paid quarterly and then re-invested back into the platform delivering a higher return on your investment then normally seen within the retail/individual investor market.
70%
Invested in Corporate Bonds delivering a fixed income over
3, 5 & 10 year terms*
Institutional level Corporate Bonds offering quarterly interest payments - re-invested back in to the platform compounding the interest paid throughout the term
9.9% - 12.9%
per annum
FIXED INCOME
3, 5 & 10 YR TERMS
*Minimum level of investment in Corporate Bonds is$70,000 US | Prices and investment levels may vary.
Connected Investment Platform
The remaining 30% of your total investment fund can be invested within the mutual funds that Whitmore Capital hold positions with at an institutional level meaning lower fees (Avg. 0.8% per annum) as well as higher return on investment (last 3 years combined average ROI 21.6% per annum).
30%
Alternatively you may choose to follow an early stage, series funding or publicly trading stock that Whitmore Capital is investing in at an institutional level, our institutional investment division are targeted in delivering between 30-40X the return on the investment although investments may be over a longer period of time.
MUTUAL FUNDS
& ALTERNATIVE INVESTMENTS
*Funds invested within the connected investment platform must maintain 70/30 between Corporate Bonds and Alternative investments throughout the investment term, minimum level of investment $100,000 USD
MUTUAL FUNDS
EARLY
STAGE
21.9%
88.6%
PER ANNUM
AVG. 3YRS
PER ANNUM
AVG. 3YRS
Sounds great but numbers are numbers and investment is never guranteed...
To demonstrate the benefits of connecting individual investors to our institutional investments from the very first investment they place as a new client of Whitmore Capital. This is also why we are recognised as one of the fastest growing wealth management firm in Asia.
Our Business Strategy
Think globally, act locally.
January 2014
Whitmore Capital connected investment platform launched
All new clients were offered shares in Ali-Baba at $38 per share based on at that time the most recent valuation (September 2013 - $100Billion USD)
Whitmore Capital allocates a small percentage of institutional investments that we hold to the business development team, the allocation is offered to prospective clients to demonstrate the benefits that we deliver by connecting individual investors to institutional investments.
Ali-baba was an institutional investment that we placed in 2011, total sum invested by Whitmore Capital was $50 Million USD over a 3 year period.
$38 p/share $100 Billion USD
Valuation September 2013
$150 Billion USD
Valuation January 31 2014
$200 Billion USD
Valuation June 30 2014
$38
BUY PRICE
=
NEW CLIENT
PRE-IPO
Think globally, act locally.
Three
Two
One.
VALUE ON LISTING
?
SEPTEMBER 2014
Think globally, act locally.
PRE-IPO
$68.00 USD
STARTED TRADING
$92.60 USD
VALUE ON LISTING
$234 Million USD
SEPTEMBER 2014
Think globally, act locally.
NEW CLIENT
BUY
$38.00 USD
AVG. SELL $96.40 USD
ROI
154%
SEPTEMBER 2014
Think globally, act locally.
So...
I have a question.
With the benefit of hindsight, knowing what you know now.
What would you have invested in January 2014?
Think globally, act locally.
OK...Remember I mentioned the Whitmore Capital Business Strategy?
Think globally, act locally.
The Opportunity
Have you heard of Sharing Economy?
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Think globally, act locally.
The Sharing Economy
Airbnb - IPO March 2018
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The Facts
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Established 2008 - 3 x Air Mattress $80
Created Market - Charge both sides (up to 18% commission)
200,000,000 Active Users
Projected Profits of $3.2 Billion USD by 2020
Profit making business for last 12 months
15 Acquisitions since 2008
2008 - 2014 $0 - $10 Billion USD Valuation
2014 - 2017 $10 - $31 Billion USD Valuation
(Series F funding Mar 2017 - $105 USD)
In the news.
Think globally, act locally.
Our Investment
Think globally, act locally.
Series D - 2014
$40.71 USD p/share
Series F - Sept.2016/Mar.2017
$105.00 USD p/share
Reason for sale
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Business Strategy
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Create liquidity for unexpected acquisition
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Create WIN, WIN, WIN Scenario
Share Allocation Available
Think globally, act locally.
Series D @ $40.71 USD p/share
Series F @ $105.00 USD p/share
Conditions of purchase
Think globally, act locally.
Series D @ $40.71 USD p/share
Minimum purchase $75,000 USD+
Series F @ $105.00 USD p/share
$25,000 USD - $74,999 USD
Expected ROI
Think globally, act locally.
Minimum Valuation
$50,000,000 USD = $170 USD p/share
Confidently predicting
$60,000,000 USD+ = $200 USD p/share
Think globally, act locally.
Why so confident?
200 million active users
Affluent User base, travellers or property owners
Revenues/Profits of $3.2 Billion USD by 2020
Trend setting brand
Positive Market outlook
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= HEAVILY OVERSUBSCRIBED
$200+ p/share
Repeat of Ali-Baba trading frenzy
154% ROI 2014
Largest most successful IPO in history.
Think globally, act locally.
Series F - ROI on 250 shares = $26,250 USD Investment
BUY $105 USD - SELL $170 USD x 250 = $42,500 USD
Profit = $16,250
The numbers
Series F - ROI on 250 shares = $26,250 USD Investment
BUY $105 USD - SELL $200 USD x 250 = $50,000 USD
Profit = $23,750+++
Think globally, act locally.
Series D - ROI on 2000 shares = $81,420 USD Investment
BUY $40.71 USD - SELL $170 USD x 2000 = $340,000 USD
Profit = $258,580
The numbers
Series D - ROI on 2000 shares = $81,420 USD Investment
BUY $40.71 USD - SELL $200 USD x 2000 = $400,000 USD
Profit = $318,580+++
Think globally, act locally.
Questions?
Think globally, act locally.
How it works.
Introducing a new world of opportunity.
By Whitmore Capital Group
Introducing a new world of opportunity.
The Gold Standard For Offshore & Expat Financial Services We have helped over 220 companies with their offshore incorporation. Recognized as one of Asia’s fastest growing firms. Vast network of international advisors from 12 different countries. Offshore banking and international wealth management specialists
