Investor Relations

Mount Wish Group

Outlook | Guidance


This guidance is dependent on various regulatory issues and shall be updated accordingly in due time


Download - Guidance 2019-2021

Download - Indicative Valuation as of Dec. 2017 | Scroll down to the next section to learn more about funding options

Cap Table and Options Outstanding

Equity, equity options and phantom shares are managed using carta (formerly known as eShares).


Open Capitalization Table in Excel


Common Shares (Class A):
  • 1 vote per share
  • Non-interest bearing
  • Entitled to dividends


  • Preferred Shares (Class B):
  • 10 votes per share (super-voting)
  • Non-interest bearing
  • Entitled to reduced dividends (75% dividend value) post class A shares



  • Sales Option Pool
    Definition: The Sales Option Pool means that based on each sales partners performance in comparison to all other sales partners and our own direct sales we will allocate shares (half normal shares and half non-voting, interest bearing shares; different share classes apply) in our high growth business in a multi-stepped approach (5% normal and preferred shares after 1 year, 2.5% normal and preferred shares after 3 years and again 2.5% normal and preferred shares after 5 years) to strengthen the partnerships even further in a performance-related matter and give these partners a more than attractive incentive (beyond barter deals like brokered other business) to drive sales for us and hand over their customers FICC risk management issues to us rather than serving them with outdated derivative-based solutions. For more information on cooperations including mutual and strategic rationale please take a look at the Global Sales Partnerships section of our homepage.

    Investor Sentiment | Market Comment



    Capital Markets FinTechs have received less than their fair share of funding. Of the roughly 8,000 fintech start-ups that BCG tracks globally across all business lines, only 569 are active in the CM space. And of the roughly $96 billion in VC funding that has been raised since the turn of the century, only about $4 billion (or approximately 4%) has gone specifically to CM FinTechs. (See Exhibit 2 provided by BCG) Thus, it is clear that the potential gains are much larger than those currently being realized. Indeed, the 2015 CM revenues of $330 billion (excluding those related to asset management) represent 9% of the total financial services revenue pool of $3.67 trillion. Therefore, the CM equity funding ratio, relative to the revenue pool share, is skewed at 1:2, with CM FinTechs attracting less than half their fair share. If we use the broader definition of the CM ecosystem, which includes asset management, the ratio is even more pronounced, at 1:3. The vast majority of fintech disruption in the banking industry is happening on the retail and corporate fronts, where technology provides a way for companies to serve large, diverse client bases while still reducing the cost of customer acquisition across a number of distribution channels. The prospect of mass adoption makes equity financing readily available, with numerous VC firms on the lookout for the “Uber moment” of finance. As a result, there is a large imbalance in the amount of VC investment going to retail and corporate banking versus the amount going to CM firms. The handful of CM-focused start-ups that do exist have not only generated fewer VC funding rounds than their retail- and corporate-focused peers, but they have also attracted significantly less funding per round: roughly $11 million in CM in 2016, compared with about $14 million in retail and corporate banking. Such differences are partly attributable to the perception of a higher risk of failure in the CM industry, which is highly specialized, heavily regulated, and dominated by a few incumbent players. This reality discourages VC investors who are not industry specialists. In light of this, many CM players have taken up the dual role of investing strategically in new tech ventures as well as representing their traditional client bases. An attractive investment opportunity: Indeed, despite perceptions to the contrary, the overall CM ecosystem has thrived in recent years, generating a sizable revenue pool that is expected to markedly increase over the next five years. (See Global Capital Markets 2016: The Value Migration, BCG report, May 2016.) Given the size and growth of the industry, as well as the less crowded landscape, the CM fintech space is an attractive market for both investors and entrepreneurs.

    Investor Reporting and Filings

    2018

    Quarterly Reports | Regulatory Filings | Management Compensation

    Quarterly Reports
    Q1 Report: Investor Presentation (PDF) and Financials (Excel)


    Regulatory Filings


    Management Compensation and Governance


    Guidance

    Guidance 2017-2020
    Indicative Valuation (German)


    Tax Bills

    Q1 2018 - Quarterly Tax Bill (Körperschaftssteuer in Germany)

    2017

    Reports | Regulatory Filings | Management Compensation

    Reports:
    FY 2017: Investor Presentation (PDF) and Financials (Excel)
    Q4 Report: Investor Presentation (PDF) and Financials (Excel)
    Q3 Report: Investor Presentation (PDF) and Financials (Excel)
    Q2 Report: Investor Presentation (PDF) and Financials (Excel) - H1 2017
    Q1 Report: Investor Presentation (PDF) and Financials (Excel)


    Regulatory Filings

    Annual Accounts 2017


    Management Compensation and Governance

    2016

    Reports | Regulatory Filings | Management Compensation

    Reports:
    FY 2016: Investor Presentation (PDF) and Financials (Excel)
    Q4 Report: Investor Presentation (PDF) and Financials (Excel)
    Q3 Report: Investor Presentation (PDF) and Financials (Excel)
    Q2 Report: Investor Presentation (PDF) and Financials (Excel) - H1 2016 (shortened)


    Regulatory Filings

    Annual Accounts


    Management Compensation and Governance

    Complementary Files and Information

    Important Information

    Legal Documents
    Capital Increase February 2018
    Change of Articles
    Articles of Incorporation

    POC Statement 2016

    Standards and Principles
    Code of Conduct



    Standards and Principles and the Code of Conduct can be found under complementary files.

    IR Contacts




    Markus Wunsch
    Founder, Chairman and CEO

    Markus signs responsible for all IR topics and is happy to hop on a short call or connect however they prefer with potential investors who qualify.

    Call us
    Global Service Center
    Please schedule a call via this link first
    so that we can ensure a top-notch experience


    United States +1-319-527-2807,428249#
    United Kingdom: +44-330-998-1257,428249#
    Singapore / APAC: +65-3138-9201,428249#
    Chile / Latin America: +56-2-3210-9931,428249#
    Middle East: +972-55-966-1091,428249#
    Germany: +49-209-8829-4432,428249#













    Stephany Thiel
    Corporate Secretary and Assistant to the CEO

    Stephany is heading the Corporate Office and regularly acting as proxy for Markus where appropriate.

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    Global Service Center
    Please schedule a call via this link first
    so that we can ensure a top-notch experience


    United States +1-319-527-2807,428249#
    United Kingdom: +44-330-998-1257,428249#
    Singapore / APAC: +65-3138-9201,428249#
    Chile / Latin America: +56-2-3210-9931,428249#
    Middle East: +972-55-966-1091,428249#
    Germany: +49-209-8829-4432,428249#








    Victoria Frey
    Director, Creditor Relations

    Feel free to reach out to Victoria regarding any creditor related questions or issues

    Call us
    Global Service Center
    Please schedule a call via this link first
    so that we can ensure a top-notch experience


    United States +1-319-527-2807,428249#
    United Kingdom: +44-330-998-1257,428249#
    Singapore / APAC: +65-3138-9201,428249#
    Chile / Latin America: +56-2-3210-9931,428249#
    Middle East: +972-55-966-1091,428249#
    Germany: +49-209-8829-4432,428249#













    Loredana Peterson
    IR and Corporate Events

    Loredana is responsible for coordinating investor roadshows and managing relevant corporate event

    Call us
    Global Service Center
    Please schedule a call via this link first
    so that we can ensure a top-notch experience


    United States +1-319-527-2807,428249#
    United Kingdom: +44-330-998-1257,428249#
    Singapore / APAC: +65-3138-9201,428249#
    Chile / Latin America: +56-2-3210-9931,428249#
    Middle East: +972-55-966-1091,428249#
    Germany: +49-209-8829-4432,428249#








    IR and Corporate Event Calendar






    Event Contact - Loredana Peterson (loredana.peterson@mountwish.com)





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    Strategic Sales Partners