Allianz Se · XETR:ALV

Allianz — Investor Presentation (February 2007)

18 slides from Allianz's investor presentation, February 2007

  1. Slide 1: Allianz in Middle East

    Allianz in Middle East Dubai - February 2007

  2. Slide 2: Agenda

    Agenda 1. Allianz Group at a glance 2. Allianz Re 3. Summary & Outlook © Allianz SE 2007 2

  3. Slide 3: Allianz Group at a glance

    Clement Booth – Allianz in Middle East Allianz Group at a glance ƒ One of the world's leading insurers and financial services providers ƒ Present in more than 70 countries with over 177,000 employees ƒ Provides over 60 million customers worldwide with a comprehensive range of services - Property and

  4. Slide 4: Group 2005 revenue split and key figures

    Clement Booth – Allianz in Middle East Allianz Group 2005 (EUR) Revenue split EUR 101bn total revenues Asset Management 3% EUR 743bn 3rd party AuM Banking P/C 6% 43% EUR 7.7bn operating profit L/H 48% EUR 67bn1 market cap Rest of world2 7% NAFTA Germany 20% 32% © Allianz SE 2007 Rest of Europe2 41%

  5. Slide 5: Increasing profit in Europe and Growth Markets

    Clement Booth – Allianz in Middle East Increasing profit in Europe and Growth Markets Operating profit (EUR m) +21.0% 5,373 +48.9% 4,439 265 178 Specialty Lines1 2004 2005 New Europe +71.4% +7.0% New Europe Asia- 341 Pacific 199 1,450 1,551 3.4% 2004 2005 4.4% 2.8% 2004 2005 2004 2005 Western Americ

  6. Slide 6: Presence of Allianz in the Middle East

    Clement Booth – Allianz in Middle East Presence of Allianz in the Middle East Syria Allianz Global SNA1 Investors Irak Iran Al Nisr Al Arabi Kuwait Allianz Egypt Qatar Insaudi Bahrain 2 Euler Hermes UAE Allianz Re Dubai Branch Insurance Oman © Allianz SE 2007 Private Wealth3 Asset Management Reinsur

  7. Slide 7: Agenda

    Agenda 1. Allianz Group at a glance 2. Allianz Re 3. Summary & Outlook © Allianz SE 2007 7

  8. Slide 8: Re provides risk pooling mechanism to Allianz companies and external clients

    Clement Booth – Allianz in Middle East Allianz Re provides risk pooling mechanism to Allianz companies and external clients Allianz SE reinsurance at a glance Key figures (in m EUR) Objectives 2003 2004 2005 ƒ Enhance risk retention and capital management GPW 5,488 5,252 4,781 ƒ Optimize diversifica

  9. Slide 9: A well diversified global book of business

    Clement Booth – Allianz in Middle East Allianz Re NPE 2005: A well diversified global book by LoB of business Lines OEs / regions Motor 21% German P&C Group 39% Property 18% Asia Pacific 13% Others1 18% Europe 12% Life/Health 11% Marine & Aviation 10% Personal accident 8% Euler Hermes 5% Liability 7

  10. Slide 10: Organization of Allianz Re

    Clement Booth – Allianz in Middle East Organization of Allianz Re C Booth Board Member of AZ SE K-O Bick CEO AZ SE Re Munich Dublin M Akkawi Singapore General Manager Rest of World Northern Europe Asia Pacific AZ SE Dubai Branch CFO S. Badyal Treaty UW Others Others Accounting Deputy GM © Allianz SE

  11. Slide 11: Re is present in the Middle East since 1978

    Clement Booth – Allianz in Middle East Allianz Re is present in the Middle East since 1978 1978 Allianz acquires license to open a representative office in Dubai 1985 Accreditation and foundation of a new insurance branch in Dubai ƒ Focus on German industrial interests in the region ƒ Development of

  12. Slide 12: Re Dubai Branch at a glance

    Clement Booth – Allianz in Middle East Allianz Re Dubai Branch at a glance ƒ Name Allianz SE (Dubai Branch) ƒ Regional Office Office in Dubai under local license ƒ Products Reinsurance P/C, facultative and treaty ƒ Regional focus Middle East and North Africa (MENA) ƒ Target clients Insurance compani

  13. Slide 13: Re Dubai Branch – key figures

    Clement Booth – Allianz in Middle East Allianz Re Dubai Branch – key figures GPW 2005 (in m EUR) ƒ Write profitable business of regional Allianz OEs3 and 65.81 external cedants (~ 97%) ƒ Use synergies between treaty 22.5 and facultative business 19.4 ƒ Leverage client relationships to tap large pote

  14. Slide 14: Re Dubai Branch – NPE 2005 by LoB

    Clement Booth – Allianz in Middle East Allianz Re Dubai Branch – NPE 2005 by LoB of business Lines Countries # Clients Engineering 45% UEA 36% 10 Fire 32% Bahrain 11% 3 Cargo 9% Saudi Arabia 9% 4 Accident 4% Iran 6% 7 Energy 4% Lebanon 6% 8 Motor 3% Kuwait 5% 4 Hull 2% Pakistan 4% 1 Jordan 4% 8 © Al

  15. Slide 15: Agenda

    Agenda 1. Allianz Group at a glance 2. Allianz Re 3. Summary & Outlook © Allianz SE 2007 15

  16. Slide 16: Summary & Outlook

    Clement Booth – Allianz in Middle East Summary & Outlook ƒ Allianz Group as a leading financial services provider has an interest to participate in the growth potential of the Middle East ƒ Allianz Re is already present in the region since 1978 and has established sound client relationships ƒ The of

  17. Slide 17: Investor Relations contacts

    Investor Relations contacts Oliver Schmidt Tel. +49 (0) 89 3800-3963 Holger Klotz Tel. +49 (0) 89 3800-18124 Head of e-mail: e-mail: holger.klotz@allianz.com Investor Relations oliver.schmidt@allianz.com Susanne Arheit Tel. +49 (0) 89 3800-3324 Christian Tel. +49 (0) 89 3800-3892 Lamprecht e-mail: e

  18. Slide 18: Disclaimer

    Disclaimer These assessments are, as always, subject to the disclaimer provided below. Cautionary Note Regarding Forward-Looking Statements Certain of the statements contained herein may be statements of future expectations and other forward-looking statements that are based on management's current

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