Aurelion Inc. · NASDAQ:AURE
Aurelion — Prestige Wealth — IPO Roadshow (May 2023)
24 slides from Aurelion's IPO roadshow presentation, May 19, 2023
Slide 1: Corporate Presentation May 2023
1 Issuer Free Writing Prospectus dated May 19, 2023 Filed Pursuant to Rule 433 of the Securities Act of 1933, as amended Relating to Preliminary Prospectus dated May 12 , 2023 Registration Statement No. 333 - 267999 Corporate Presentation May 2023 Prestige Wealth Inc.
Slide 2: Free Writing Prospectus Statement
2 This free writing prospectus relates to the proposed public offering of ordinary shares (“Ordinary Shares”) of Prestige Wealth Inc . (“we”, “us”, or “our”) and should be read together with the Registration Statement we filed with the U . S . Securities and Exchange Commission (the “SEC”) for the o
Slide 3: Forward-looking statements
This presentation contains forward - looking statements, all of which are subject to risks and uncertainties . Forward - looking statements give our current expectations or forecasts of future events . You can find many (but not all) of these statements by the use of words such as “approximates,” “b
Slide 4: Offering summary
Prestige Wealth Inc. Issuer Ordinary Shares Securities Initial Public Offering Offering Type Nasdaq Capital Market: PWM Proposed Listing/Symbol 1, 0 00,000 Ordinary Shares, or 1,15 0 ,000 Ordinary Shares assuming the underwriter exercises its over - allotment option in full Ordinary Shares Offered $
Slide 5: Table Of Contents
Part 1 Company Overview Part 2 Business Overview Part 6 Financial Highlights Part 3 Investment Highlight Part 5 Growth Strategies Industry Overview Part 4 5 Table Of Contents
Slide 6: Company Overview
We work with licensed product brokers licensed in Hong Kong or in the U.S., who are primarily insurance brokers and distribute wealth management products and assist them in customizing wealth management investment portfolios for our clients. We also provide customized value - added services to our c
Slide 7: Corporate Structure
7 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. I nve stments may be speculative, illiquid and there is a risk of loss. Company Overview Prestige Financial Holdings Group Limited (BVI, 2014) Other Shareholders (<5%) Presti
Slide 8: Wealth Management Services
Wealth Management Services • High Net Worth Individuals • Ultra - High Net Worth Individuals • Business Owners • Executives • Investable Assets Worth >$5M • Assign Designated Client Relationship Managers • Organize Clients’ Information • Refer Clients to Insurance Brokers • Maintain Correspondence b
Slide 9: Asset Management Fund
Asset Management Fund We apply an active investment strategy to locate products that meet clients’ immediate needs and use our fund selection model to conduct thorough screening of the underlying funds in our hedge fund database, including quantitative and qualitative analysis . The main underlying
Slide 10: Discretionary Account Management and Advisory Services
Discretionary Account Management Services & Asset Management Related Advisory Services Discretionary Account Management Services Asset Management Related Advisory Services Clients authorized PAM with full discretionary power to, on behalf of the client, manage, hold, buy, invest, divest and sell any
Slide 11: Investment Highlights
Significant Client Satisfaction & High Client Retention Referrals from Well - Connected Clients Access to Highly Desirable Products T hat a re Not Widely Open t o Subscribers Client Experience Oriented, Customized, & High - Quality Value - Added Services Carefully Selected Business Partners , S uch
Slide 12: Significant Client Satisfaction and High Client Retention
W e have a reputable brand image among our clients. We focus on the quality of services & maintain a loyal client base . Prestige Clients Referral Rate By Existing Clients x FY2020 90% x FY2021 76% x FY2022 100% Reflecting client’s high level of satisfaction Clients’ Satisfaction with our Services*
Slide 13: Client Experience Oriented, Customized, High-quality Value-added Services
Client - centric corporate culture and value - added services differentiate our subsidiaries from their competitors in the wealth management and asset management services industries 13 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be a
Slide 14: Referrals From Well-Connected Clients
14 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. I nve stments may be speculative, illiquid and there is a risk of loss. Referrals From Well - Connected Clients High - Net - Worth Client Base Executives & P rincipal S hare
Slide 15: Selection of brokers and underlying funds
Wealth Management Brokers Selection Specific Criteria: • Reputation in the Industry & Industry Ranking • Service Quality • Competitiveness of its Referral Fee Rates • The Expansiveness of Product Selections • Accessibility to Rarer products and Competitive products • Compliance in Product Distributi
Slide 16: Access to highly desirable products
The Brokers We Work with… • Tend to have a larger quota of subscribers than other less established or recognized brokers because of their operating history, market recognition, and relatively bigger sizes. Our Clients… • Have access to those insurance policies that have a limited number of authorize
Slide 17: Mr. Hongtao Shi, Chairman and CEO
• Mr. Shi has served as our Director and Chairman since January 2019 and Chief Executive Officer since February 2019, and the Chief Executive Officers of our operating subsidiaries since their inceptions in October 2018. • Mr. Shi has more than ten years of managerial and operational experience in t
Slide 18: Experienced Management Team
• Mr . Shi has served as our Director and Chairman since January 2019 and Chief Executive Officer since February 2019 , and the Chief Executive Officers of our operating subsidiaries since their inceptions in October 2018 . • Mr . Shi has more than ten years of managerial and operational experience
Slide 19: Industry Overview: HNWIs in China and the US
The number of high net worth and ultra - high net worth individuals in Mainland China is expected to reach approximately 2 , 080 , 400 in 2026 at a CAGR of approximately 6 . 9 % from 2022 to 2026 . Total net worth of the HNWIs is expected that the figure will reach more than approx . US $ 40 . 6 tri
Slide 20: Industry Overview: Hong Kong wealth and asset management
20 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. I nve stments may be speculative, illiquid and there is a risk of loss. Industry Overview Hong Kong, as an international financial center, attracts billions of investment fu
Slide 21: Industry Overview: Demand for insurance policies from Mainland China
21 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. I nve stments may be speculative, illiquid and there is a risk of loss. Industry Overview T he expanding middle - class population in Mainland China represents a large sourc
Slide 22: Growth Strategies
Further E nhance O ur B rand R ecognition A mong High Net Worth and Ultra - high Net Worth I ndividuals Grow O ur Subsidiaries’ A sset M anagement B usiness T o I nclude A L arger N umber O f F unds and D iversify th e T ypes o f F unds Pursue S trategic I nvestments a nd A cquisition O pportunities
Slide 23: Financial Highlights
23 See offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. I nve stments may be speculative, illiquid and there is a risk of loss. Note : Fiscal Year Ended September 30 . Financial Highlights $2.56 $2.79 $2.09 $1.87 $1.65 $1.39 $1.7
Slide 24: Contact
Email: ir@prestigefh.com Tel: +852 2122 8560 Address: Suite 5102, 51/F, Cheung Kong Center 2 Queen’s Road Central Hong Kong Issuer: Prestige Wealth Inc. Email: contact@reveresecurities.com Tel: +1 (212) 688 - 2238 Address: 650 Fifth Avenue, 35th Floor New York, NY 10019 Underwriter: Revere Securitie