The Peregrine Difference

We are a marketing and communications firm focused on financial services, bringing specialist knowledge and technical expertise to help clients message effectively.

We can bring a truly integrated approach to content, design, branding and marketing. We are experts at digital and traditional media relations, based on a strong understanding of client audiences.

We are a specialist international team, operating from hubs in London and New York with partners in Dubai, Hamburg, Hong Kong, Madrid, Milan, Paris, Shanghai and Sydney.

About Peregrine

Design

• Corporate Identity

• Investor Reports

• Corporate Brochures

• Infographics

• Video Design & Production

• Photography

Digital

• Website Design & Build

• Digital Advertising

• Animation

• Social Media Strategy

• Analytics / Reporting

• Search Engine Marketing

and Optimisation

Marketing & Communications

• Media Relations & Press Office

• Brand Building• Crisis & Issues

Management• Investor Relations• Advertising

Campaigns

• Content Marketing• Events• Internal

Communications• Marketing Collateral• Messaging• Presentation and Media Training

Peregrine is an award-winning marketing and communications agency providing differentiated and integrated marketing solutions to the global financial services industry. Our offering is focused on forming strong partnerships with our clients, based on the quality of our advice, providing a proactive service and generating ideas that can make a real difference to our clients’ business success.

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NEWS

Peregrine

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How We Work

ADVERTISING

MARKETING MATERIALS

EVENTS

WEBSITE

SOCIAL MEDIAPLATFORMS

PUBLIC RELATIONS

E-MARKETING

YOURAUDIENCE

MESSAGING CONTENT

BRAND CONCEPTION /CONTENT CONSTRUCTION

CONTENT DESIGN & DISTRIBUTION

A snapshot of Peregrine’s Services

Media RelationsMedia relations are at the core of our communications offering and we have extensive contacts across all relevant media outlets. We work with clients to build a strategy that ensures maximum exposure across all target media to achieve the campaign’s objectives. Brand BuildingPeregrine builds awareness of clients’ brands by creating compelling stories, building their position in the market and undertaking strategic and targeted brand recognition. Reputation ManagementBuilding awareness of a company’s positioning and reputation provides a context for all future communications activity. Peregrine has worked successfully with many clients to develop thought leadership programmes and brand building to achieve a campaign’s objectives.

CrisisOne badly-handled issue can destroy a company’s reputation and years of good work. We work with clients to manage any issues that arise, often diffusing a potential crisis before it has a lasting impact on a firm’s standing. MessagingThe messaging process focuses on establishing how the client can engage with key stakeholders and which key messages need to be relayed. The results of this process can then be used to formulate a communications strategy and in the design of marketing materials. Content MarketingPeregrine have extensive experience of working with clients to formulate and distribute effective content management campaigns. Our in-house team are experts at defining clients’ messaging and relaying this to audiences.

Visual IdentityBranding is much more than a logo and we work with clients to develop creative solutions including naming, positioning and visual identity. Brand elements are then used across marketing materials to ensure the relevant messaging is relayed to the target audience. Website DesignA client’s website is effectively their shopfront and as such, it needs to reflect the brand and communicate key messages across all platforms and devices. Peregrine has both the experience and expertise to create a web presence that interacts with users and integrates with any marketing activities.

Marketing CollateralPeregrine’s design team ensures that clients’ marketing collateral reflects both their messaging and the brands themselves.

Investor ReportsOur in-house team are experts at defining clients’ messaging and relaying this to stakeholders. Our designers then work with clients to create visually-appealing reports to present the messaging.

Video and AnimationVideo content is a particularly effective means of relaying investor and corporate messages or launching new products. Peregrine provides a complete service, including filming, editing and animation to add to the visual experience. AnalyticsTangible results are vital for any campaign and Peregrine provides a complete analytics service to gauge success and provide information on ROI. We work with clients to create measurable goals and report on these, as well as benchmarking against competitors.

OBJECTIVES

• Establish Harvest Global Investments as experts in Chinese and Asian markets.

• Build recognition of Harvest’s funds amongst sophisticated European investors.

• Create a modern and dynamic brand to be used across all marketing materials.

STRATEGY

• We worked with Harvest’s executive team to create a new set of corporate messages, including the strapline: “Invest China. Think Harvest.”

• Brief Harvest portfolio managers and executives in advance of interviews with top-tier financial journalists.

• Design a new website and new marketing material, including writing the copy.

• Position the Harvest investment team as expert commentators on major Chinese market events, such as MSCI’s inclusion of A-Shares in its EM Index.

RESULTS

• In the first year, Peregrine secured over 450 pieces of coverage for Harvest.

• Highlights included a profile of Chairman, Dr. Henry Zhao, in The Financial Times, and broadcast appearances for their CIOs on CNBC and Bloomberg.

• Creation of optimised, re-designed marketing and communications material for digital and print media.

Made in ChinaOur investment managers know that China’s infrastructure wonders didn’t start and finish with the Great Wall. The country’s megacities are due to grow by 250 million people over the next 10 years.

We’re helping to make that happen.

Invest China. Think Harvest.wwwww.harvestglobal.com.hk

OBJECTIVES

• Establish the Wells Fargo Asset Management brand in Europe and Asia.

• Provide media coverage for the launch of six new SICAV sub-funds.

• Provide on-going media opportunities for the executive team, the fund portfolio managers and the investment strategists. Support road shows, plan and host media events in Europe and act as a press office for the brand.

STRATEGY

• Introducing the WFAM brand and business growth story by setting up meetings for senior marketing and business development executives during their visits to Europe and Asia.

• Fund launch campaigns across Europe, including interviews followed by distribution of press releases in each territory.

• Continuously creating high- impact opportunities for key portfolio management teams through selective placement of opinion pieces, interviews with portfolio managers, strategic expert commentary and media events.

• Organising road shows and media meetings for the chief investment strategists in the UK.

RESULTS

• Media stories dedicated exclusively to WFAM’s business growth in Europe following journalist meetings with the senior marketing and business development spokespeople.

• Prominent coverage achieved in the most influential financial media across Europe following introductions of portfolio managers to journalists.

• Portfolio managers positioned as “go to” experts on particular themes e.g. EM, China, European bonds, high yield bonds etc.

• Around 300 pieces of coverage generated each year across target European and Asian territories.

Value:

Client:Source:Date:

1085.43

Page:

Gatemore Capital Management Alert

Reach:

Daily Mail (Scotland) (Main)01 June 2017

Size:

6783586291cm2

Made in ChinaOur investment managers know that China’s infrastructure wonders didn’t start and finish with the Great Wall. The country’s megacities are due to grow by 250 million people over the next 10 years.

We’re helping to make that happen.

Invest China. Think Harvest.wwwww.harvestglobal.com.hk

OBJECTIVES

• Our main goal was to redefine the Prosperise brand, and deliver a set of robust and scalable guidelines on how to implement the brand going forward.

• This also included a full website redesign and branding collateral. The consistency from one aspect of a brand to another is paramount, and we needed to ensure this continuity.

STRATEGY

• We began by spending time with the Prosperise team to discuss their mission and their philosophy.

• As our Communications team worked on diluting these meetings into the key messages for the brand, the Design team identified 4 key areas of research; Sophistication, Technology, Yellow & Renaissance.

• We explored various directions within the confines of these themes, from the design of olive oil bottles, to the use of the hexagons in technology, to countless photographs and diagrams of renaissance architecture. Where these four themes intersect was the Prosperise brand.

RESULTS

• Traffic referrals to the new website increased significantly and it has been nominated for a design award.

• The branding and messaging have been rolled out across all marketing materials and have been well-received by existing and prospective investors.

OBJECTIVES

• To provide an outsourced communications function for Brevan Howard.

• To manage Brevan Howard’s reputation.

• To create a series of new websites for Brevan Howard.

• To redesign all of Brevan Howard’s investor relations’ materials.

STRATEGY

• Peregrine run a full press office service for Brevan Howard. All media enquiries are routed through and managed by our team. We provide a ‘safe pair of hands’ for handling press enquiries; we provide extensive monitoring of any press mentions in all media, including social media, and we can also flag any likely coverage in advance of it being published.

• Liaising with various teams at Brevan Howard (IR / technology /information security / compliance) in order to design the new websites to their specifications.

RESULTS

• We have managed all of Brevan Howard’s external media communications.

• We have positively managed Brevan Howard’s reputation across all key media.

• We have controlled and managed errors of fact.

• We have been tasked to provide the same services for The Alan Howard Foundation and Brevan Howard’s listed funds.

Brevan Howard is proud to support 100 Women in Hedge FundsGeneva 2013 Charity Gala in aidof the Roger Federer Foundation

Congratulations toDame Amelia Fawcett, DBEon receiving the 2013 EuropeanIndustry Leadership Award

OBJECTIVES

• To rebrand the firm, create a strong and meaningful logo and support this with stationery, team photography and an image library.

• Redesign the Gatemore website to communicate their edge, emphasise their thought leadership and promote their understanding of the pension fund sector.

STRATEGY

• Create a distinct identity for the firm which references its heritage and it’s previous branding.

• Define an image style which can be used across the website and marketing materials.

• Create marketing collateral incorporating new visual identity.

• Take and edit photographs of the team members.

RESULTS

• Sophisticated institutional branding.

• An increase in web traffic coupled with Peregrine’s media relations work.

• Two national media campaigns to support activist investment objectives.

• Achieved 550 pieces of media coverage in five months, including 89 pieces of print coverage in national broadsheets.

• Positioned Gatemore for successful profit-taking exits from both activist investments.

OBJECTIVES

• To design and produce the 2016 and 2017 Annual Report for Euroclear, one of the principal clearing houses in the Euromarket.

• To resolve issues with the process from previous years and ensure delivery to multiple locations.

• The client was looking for more design input to improve the visual impact and the inclusion of graphics to highlight key messages.

STRATEGY

• Formulated a schedule in conjunction with stakeholders to ensure delivery of key information at the right time.

• Produced a series of initial concepts for the front end of the report to best present the complex business areas of Euroclear within the brand guidelines.

• Artworked the ‘back-end’ of the report and formatted 70-pages of text and accounts from Word into Adobe InDesign.

• Designed a series of infographics to showcase the year’s highlights and key information.

• Created a digital version of the report which was responsive and in line with the existing Euroclear website.

RESULTS

• The annual report was completed on time and delivered to locations in four countries and the online version went live as planned.

• The feedback from Euroclear on the design was very positive and the infographics have been utilised in subsequent marketing materials.

Euroclear in six steps

Support an open marketplace where scale and connectivity across the spectrum of market participants are competitive strengths.

To be profit moderated with the financial discipline of a ‘for-profit’ entity and the commitment to support market stability, deliver shared economies of scale, and develop markets locally and globally.

Serve the public good by ensuring the efficiency of markets and actively enabling risk-reduction.

2

6

Standard & Poor’s

AAFitch

AA+

37%Tier 1 CapitalBasel III

3 Euroclear’s DNA

Breadth of participation

Asset safety & resilience

1 Scale provider of post-trade services

Offshore Renminbi holdings

40%40%

60%Eurobond holdings

50%50%European capitalmarket securities

>assets held in custodyfor our clients

€ 27.7 trillion

4 Collateral Highway

of the world’s50 largest banks

2 000>including:

90%

Global client franchise

5 The place for funds

clients

>100central banks

$

> €1 trillioncollateral mobilised daily

0.4%collateral outstandingsyear-on-year growth

£€

3%year-on-year growth

1%year-on-year growth

>1.7 millionsecurities worldwide

in turnover

transactions processed

196 million

€ 655 trillion

€

Our clients are located in over 90 countries

>90 countries

We offer personalised client support in 16 languages

16 languages

We have links to 49 major markets

49 major markets

We deal in 50settlement currencies

50 currencies£

€

€

$

£

>11.1 millionfund orders routed annually

90 000funds processed by FundSettle

900fund administrators

>

€1.7 trillionfunds under custody

2016Best Global Marketing & Communications FirmHedgeweek Awards

2017, 2015 Best Marketing & Communications ConsultancyHFMWeek European Hedge Fund Service Awards

2014, 2013, 2012, 2011, 2010, 2009Best Public Relations FirmHFMWeek European Hedge Fund Service Awards

2018, 2017, 2016 Best Marketing & Communications ConsultancyHedge Fund Journal Awards

2015, 2014, 2013, 2012, 2011 Best European Public Relations FirmThe Hedgeweek Global Awards

2015Best North American Public Relations FirmThe Hedgeweek USA Awards

2015, 2014, 2013, 2012, 2011 Leading Public Relations FirmHedge Fund Journal Awards

2016 Best European Marketing & Communications AgencyHFMWeek European Hedge Fund Service Awards

2016 Specialist Marketing ServicesHFM US Hedge Fund Services Awards

2014Best Rebrand of a Digital PropertyTransform Awards

2017Best Marketing & Communications ConsultancyUS Service Awards

2001 Best Financial Communications CampaignThe Chartered Institute of Public Relations

peregrinecommunications.com

Anthony PayneChief Executive+44 20 3178 6869

Charlie WiganDirector, London+44 20 3040 0876

Alan O’SullivanDirector, London+44 20 3178 6872

Max HiltonDirector, New York+1 646 274 1420

© Peregrine Communications 2018. All rights reserved. Private & Confidential. 01-2018