News

DECALIA appoints Bernhard Utiger as new Region Head for German-speaking Switzerland

Swiss investment management company DECALIA Asset Management has appointed Bernhard Utiger as Region Head for the development of its asset management business in German-speaking Switzerland. DECALIA started to tackle the Swiss-German market in 2017 and, through this new hire, underlines its strong commitment to the region. In just a few years, DECALIA has begun to establish itself as an innovation leader by launching thematic strategies and private market solutions that successfully capture promising long-term investment trends.

A seasoned business development professional

Bernhard Utiger has more than 18 years of experience in fund distribution and sales covering German-speaking Switzerland. Over his career, he has developed a strong expertise in setting up and implementing fund distribution strategies for a wide range of professional clients, including independent asset managers, family offices, banks and financial institutions. Before joining DECALIA, he worked in different management and senior sales roles at leading investment firms, such as Vontobel Investment Banking, Flossbach von Storch, JP Morgan Asset Management and Julius Baer Asset Management. Bernhard Utiger replaces Claudia Eftimie who will take on new challenges.

DECALIA: A real innovation leader

DECALIA has developed 14 investment strategies that focus on four themes that are deemed promising over the long-term: new consumer trends, quest for yield, disintermediation in the banking sector and market inefficiencies. These investment solutions are mostly available in UCITS & RAIF formats, but are also offered in the form of mandates. DECALIA has established a strong credibility as an innovator by launching the first Millennials equity fund, the first Circular Economy equity fund, and Varia Decalia Swiss Reatech, an innovative Swiss real estate fund focused on the changes brought by the digitalization of the economy.

It has also developed several exclusive partnerships to offer investment solutions in alternative lending, in the media industry for instance.

 

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REdesign, REuse, REduce

The case for circular economy

From linear to circular: our civilization functions with a linear approach in which we draw from a finite stock of raw materials and energy to make goods and services that we then throw away, generating often-toxic waste in a unbridled wastage of resources. This model is obviously not sustainable in the long term.

The circular economy entails a revolutionary way of thinking across the value chain and provides a more sustainable model.

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DECALIA thrice crowned at the WealthBriefing Swiss Awards 2019

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.

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SM-ART DIVERSIFICATION

  • 2018 was another record year for art auction houses – The hype is real but can it last?
  • Art brings welcome portfolio diversification – but it also lacks transparency and liquidity…
  • Amid current late-cycle signs, selectivity should overrule speculative considerations

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MEAT THE NEW BURGER

  • Excessive animal meat-eating is depleting Earth’s natural resources, beyond being unhealthy
  • A more balanced diet, local produce and alternative protein sources are the path forward
  • Check out for companies that stand to benefit from this meaty transition

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MEAT THE NEW BURGER

  • Excessive animal meat-eating is depleting Earth’s natural resources, beyond being unhealthy
  • A more balanced diet, local produce and alternative protein sources are the path forward
  • Check out for companies that stand to benefit from this meaty transition

READ MORE

HURRICANE SEASON CRUISING

  • Navigating global financial markets requires more than a compass, a map, and a sextant
  • The transition away from a Goldilocks macro scenario is now stirring up troubled waters
  • Staying the course in this new volatility regime warrants more active portfolio management

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DECALIA launches a Merger Arbitrage fund with W Capital

DECALIA continues to develop its range of funds with the launch of a merger arbitrage strategy. This strategy aims at generating an attractive absolute performance with low volatility, while remaining uncorrelated with conventional assets. Management of the fund has been entrusted to W Capital, a specialist in this strategy with one of the best track records in the industry. This fund is aimed at qualified investors and is structured in the form of a Luxembourg Reserved Alternative Investment Fund (“RAIF”).

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DECALIA strengthens its sales team in French-speaking Switzerland

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.

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NEXT YEAR YOUNGER

  • 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…

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THE SHOW MUST GO ON

  • 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

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JUST 👍 IT!

  • 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!

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DECALIA launches the first equity fund dedicated to the circular economy

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.

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Michele Pedroni takes over management of DECALIA’s European equity fund

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.

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WealthBriefing Swiss Awards 2018

DECALIA shortlisted in the “Fund Manager” category of the WealthBriefing Swiss Awards

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.

Alfredo Piacentini, CEO DECALIA Asset Management

These funds that bet on Millennials

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).

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DECALIA accelerates its development in Italy through a distribution agreement with Allfunds Bank

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.

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Claudia Eftimie joins DECALIA as Region Head for German-speaking Switzerland

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.

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DECALIA recruits a leading figure of the Italian market to distribute its funds in Italy

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.

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DECALIA acquires Italian asset management company Astor

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.

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