During the WealthBriefing Swiss Awards 2019 awards dinner held yesterday in front of 200 members of the financial industry, Geneva investment management company DECALIA Asset Management won three of the four categories in which it was shortlisted. DECALIA received the best external asset manager, best asset management firm serving family offices and private banks, and best fund manager trophies.
DECALIA weitet mit der Lancierung einer Merger-Arbitrage-Strategie ihr Fondspektrum weiter aus. Diese Strategie soll eine attraktive absolute Performance mit geringer Volatilität generieren und dabei dekorreliert von den traditionellen Anlagen bleiben. Das Fondsmanagement wurde W Capital anvertraut, einem Spezialisten dieser Strategie mit einem der besten Erfolgsnachweise der Branche. Dieser Fonds richtet sich an qualifizierte Anleger und ist in Form eines reservierten alternativen Investmentfonds (Fonds d’Investissement Alternatif Réservé in Luxemburg, „FIAR“ oder „RAIF“ auf Englisch) strukturiert.
DECALIA Asset Management strengthens its institutional sales team by recruiting Truong-Linh Pham. He joins DECALIA after having spent 14 years with Edmond de Rothschild Asset Management. Working alongside Rafaella Ostier, his mission will be to promote the investment solutions developed by the Group to professional clients.
- Human life span has doubled over the last 200 years but expectancy at 70 has barely increased
- Cure ageing, not (only) diseases! – Paradigm shift in the health industry now well underway
- Big data as the game-changer – No end in sight for Tech giants longevity…
- From vinyl records to digital files, a wind of change has blown over the global music industry
- Streaming & concerts have overtaken physical sales – Revenues back to their 2006 peak in the US
- Digitalization has created new opportunities but not all players will top the Billboard charts
- Worth USD 1.3 trillion, the global sport & fitness industry has become a major growth sector today
- Baby-boomers anxious to remain healthy & body image obsessed Millennials are the main drivers
- Digital natives have now taken sports to social media – A new societal phenomenon is born!
DECALIA Asset Management innovates by launching DECALIA Circular Economy, the first equity investment fund dedicated to the circular economy. After launching DECALIA Millennials and DECALIA Silver Generation, DECALIA continues to develop strategies focusing on changes in consumer trends.
DECALIA Asset Management has entrusted Michele Pedroni with the management of DECALIA EUROPEAN CONVICTION, its European equity fund that aims to take advantage of the inefficiencies that exist in European markets. Michele Pedroni is now taking on the role of lead fund manager of the fund, after having fine-tuned its management process for 9 months.
DECALIA has been shortlisted as one of the 3 finalists in the ‚Fund Manager‚ category of the 2018 WealthBriefing Swiss Awards.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2017’.
Winners will be announced at a gala awards dinner which will be held in Geneva on 8 February 2018 at the Hotel President Wilson.
The trend is towards companies that meet the changes in consumer habits of the younger generations and the senior citizens, these demographic challenges of the new Millennium (BILAN article in French).
Allfunds Bank, the leading European fund distribution platform, will distribute the funds of the Geneva based asset management company.
The newly-signed agreement appoints Allfunds Bank as primary distributor of the DECALIA Sicav in Italy and includes DECALIA’s sub-funds in Allfunds Bank’s institutional platform used by wealth managers and funds of funds.
DECALIA Asset Management has recruited Claudia Eftimie as Region Head for the development of its asset management business in German-speaking Switzerland. Claudia Eftimie has more than 17 years’ experience in buy-side analysis and institutional sales with several major Swiss asset managers.
A few days after the announcement of the acquisition of the Italian asset manager Astor Investment Advisors, DECALIA Asset Management is implementing its expansion plans in the Italian market with the registration of its DECALIA range of Luxembourg funds and the recruitment of Jürgen Mahler as Head of Business Development for the DECALIA funds in Italy.
The 6 UCITS strategies registered in Italy focus on 4 investment themes deemed to have high long-term potential: disintermediation in the European banking sector, the quest for yield, new consumer trends and market inefficiencies.
With more than 25 years’ experience, Jürgen Mahler is a recognized figure in the Italian funds industry. Prior to joining DECALIA, Jürgen Mahler was Country Head for Oddo Meriten Asset Management for nearly 6 years.
DECALIA Asset Management pursues its expansion plans by establishing itself in Italy, one of its priority target markets. Indeed, DECALIA has taken over Astor Investment Advisors SIM SpA, a Milan-based asset management company. This acquisition not only allows DECALIA to set foot on the Italian market but also opens the door for further developments in other European countries, thanks to the European passport. Besides its original activity, Astor will now widen its scope to dedicate also to private wealth management and to distributing DECALIA funds.
DECALIA Asset Management has passed an important stage in its development plans as it has been granted by the Swiss regulatory authority FINMA the agreement to manage investment funds as per CISA. At the end of 2014, DECALIA has announced its intention to complement its wealth management activity by diversifying into the creation and management of high added value products. The grant of this agreement will thus allow DECALIA to accelerate its expansion plans by launching its own investment fund family.