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05/08/2015

Banca Generali collecte 341 millions d’euros en juillet

Banca Generali a réalisé une collecte nette de 341 millions d’euros au cours du mois de juillet, dont 216 millions d’euros en provenance du réseau «Financial Planner» de Banca Generali et 125 millions d’euros via Banca Generali Private Banking. Depuis le début de l’année 2015, la collecte nette s’établit à 2,577 milliards d’euros, contre 2,567 milliards d’euros sur les sept premiers mois de l’année 2014.
05/08/2015

La BoE fait évoluer sa communication

La réunion mensuelle du comité de politique monétaire de la Banque d’Angleterre qui se tiendra demain midi sera instantanément suivie de la publication de ses minutes, de son rapport trimestriel sur l’inflation et d’une conférence de presse de son gouverneur, Mark Carney. Un afflux d’informations nouveau pour les investisseurs.
05/08/2015

L’énergie fait baisser les prix à la production

Les prix à la production dans la zone euro ont baissé de 0,1% en juin alors que les économistes interrogés par Reuters les attendaient stables, comme le mois précédent, montrent les statistiques diffusées hier par Eurostat. Ces prix reculent pour le première fois depuis le mois de janvier, en raison notamment du repli de 0,2% des prix de l’énergie. Sur un an, ils sont en baisse de 2,2%, conformément aux prévisions des économistes.
05/08/2015

L’UE espère finaliser le TTIP avec les Etats-Unis en 2016

Les négociateurs de l’Union européenne espèrent conclure en 2016 «dans un scénario optimiste» un nouveau partenarait transatlantique de libre-échange (TTIP) avec les Etats-Unis, a déclaré hier la commissaire au Commerce, Cecilia Malmström. La commissaire européenne doit rencontrer en septembre à Washington le représentant américain au Commerce, Michael Froman, afin de préparer de nouvelles négociations prévues pour octobre et décembre.
Markit 3
05/08/2015

Le nombre de chômeurs baisse encore en Espagne

Le nombre de personnes inscrites au chômage en Espagne a reculé de 1,8% en juillet par rapport au mois précédent, à 4,05 millions. Malgré cette sixième baisse d’affilée, il semble prématuré de dire que le marché du travail de la quatrième puissance économique de la zone euro s’améliore réellement car 93% des quelque 1,8 million de contrats de travail établis en juillet sont temporaires.
Markit 1
05/08/2015

Athènes table sur un accord avec ses créanciers d’ici au 18 août

La Grèce espère boucler d’ici deux semaines avec ses créanciers un accord lui permettant de recevoir plusieurs milliards d’euros d’aides financières, ont déclaré hier plusieurs responsables gouvernementaux, le ministre des Finances assurant que les discussions pourraient même se conclure cette semaine. La porte-parole du gouvernement, Olga Gerovassili, avait auparavant annoncé que la rédaction de l’accord sur le nouveau plan d’aide, qui devra être approuvé par le Parlement grec, débuterait ce mercredi. Dans une déclaration à Reuters, la Commission européenne a de son côté jugé encourageants les progrès réalisés par les négociateurs. Les parties doivent aboutir au plus tard le 20 août à un compromis sur un nouveau plan d’aide ou sur un nouveau prêt-relais, afin de permettre à Athènes de rembourser à la Banque centrale européenne (BCE) 3,5 milliards d’euros d’obligations arrivant à échéance ce même jour.
05/08/2015

Aberdeen AM se renforce dans la gestion alternative

La société d’investissement a annoncé hier avoir conclu un accord en vue d’acquérir le gérant alternatif américain Arden AM, confirmant sa volonté de se renforcer dans ce segment. L’opération portera à 11 milliards de dollars (10 milliards d’euros) le montant des actifs gérés par la division hedge fund d’Aberdeen AM. Le rachat devrait être bouclé au dernier trimestre 2015.
05/08/2015

Le Sénat italien adopte la loi de simplification administrative

Le Sénat italien a adopté hier le projet de loi gouvernemental de simplification administrative et d'économies dans la fonction publique, une réforme défendue par le président du Conseil, Matteo Renzi, au nom de la rigueur budgétaire et du soutien à la croissance. Le projet voté par les sénateurs regroupe une série de réformes que le gouvernement doit mettre en oeuvre par décret au cours des 18 prochains mois. La Chambre des députés a déjà approuvé le texte voici plus d’un an.
05/08/2015

Dennis Lockhart compte appuyer une hausse des taux en septembre

Le président de la Réserve fédérale d’Atlanta a déclaré hier au Wall Street Journal qu’il faudrait une «dégradation d’ampleur» de la situation économique des Etats-Unis pour qu’il n’appuie pas une hausse des taux en septembre. Considéré comme un «centriste», Dennis Lockhart est l’un des cinq présidents des représentations régionales de la Fed à disposer d’un droit de vote au sein du Comité de politique monétaire (FOMC) cette année.
05/08/2015
Gestion d'actifs

La Caisse de dépôt et placement du Québec se renforce dans le private equity

Sanjay Gupta a été nommé au poste nouvellement créé de « senior director » en charge du private equity au sein de la Caisse de dépôt et placement du Québec, basé à New York, rapporte Pensions & Investments qui cite un porte-parole de l’institution. L’intéressé était jusque-là administrateur executif (« executive director ») au sein de la société de capital-investissement Adveq où il supervisait la stratégie « buyout » aux Etats-Unis.
Gestion d'actifs
04/08/2015

Investec adds to research team

p { margin-bottom: 0.25cm; line-height: 120%; } Investec Wealth & Investments has added to its research team with the recruitment of four new employees, who will work together on the fixed income product range, FundWeb reports. Dominic Barnes joins the firm as fixed income portfolio manager, while Esther Gilbert is appointed as a fixed income analyst. Meanwhile, Marcus Blyth and Adrian Todd join the firm as fund selection specialists. Barnes previously served as director at Credit Suisse Private Bank & Wealth Management. Gilbert had worked at Axa Investment Managers as a portfolio manager and fixed income analyst. Blyth, for his part, arrives from Kleinwort Benson, where he had covered collective investment organisations in all sectors. Todd had previously worked at the Coutts private bank, where he was an analyst for discretionary investment portfolios.
04/08/2015

BlackRock merges two global equity funds

p { margin-bottom: 0.25cm; line-height: 120%; } In a letter sent to investors dated 24 June, BlackRock has announced plans to merge two of its global equity funds, in an effort to simplify its product range, Citywire Global reports. The BGF Global Equity fund (USD243m in assets) will be merged into the BGF Global Opportunities fund (USD125m in assets). The two funds, domiciled in Luxembourg, are co-managed by Ian Jamieson and Tom Callan. While at least 70% of net assets in each of the two funds are invested in international equities, BlackRock notes that 90% of positions are common to the two vehicles. The BGF Global Opportunities fund was launched in February 1996, while the BGF Global Equity fund was launched in 2005. The latter fund will be closed to all new subscription and redemption orders from 18 Septemnber 2015. The merger will be finalized on 25 September 2015.
04/08/2015

Launch of CPR Global Silver Age on the German market

p { margin-bottom: 0.25cm; line-height: 120%; } CPR AM, which on 22 December launched the CPR Global Silver Age strategy, is now making it available to German investors. The global equivalent of the CPR Silver Age strategy, which has existed since 2009, now has 140 positions in its portfolio. The most highly represented sectors are pharmaceuticals (26%), leisure and travel (21%) and medical equipment (19%).
04/08/2015

Steep rise in assets under management at Intesa Sanpaolo in first half

p { margin-bottom: 0.25cm; line-height: 120%; } Asset management activity at Intesa Sanpaolo, largely represented by its affiliate Eurizon Capital, had total assets of EUR324bn as of 30 June 2015, up 7.5% compared with the end of 2014, and 15.8% compared with the end of June 2014, the Italian bank has announced at a publication of its results for the first half. In the first six months of the year, net inflows totalled about EUR22bn, of which about EUR9bn were transfers of assets under administration which have become assets under management, Intesa Sanpaolo states. At the end of first half, operating revenues for the Asset Management unit totalled EUR371m, up 50.2% compared with first half 2014. Net profits totalled EUR223m as of 30 June 2015, compared with EUR120m as of 30 June 2014, up 85.8%. Taking all activities and their perimeter into account, Intesa Sanpaolo has earned net profits of EUR2.004bn, up 178% compared with the first half of 2014. This is its best semiannual net profit since the first half of 2008.
04/08/2015

Apicil to acquire the activities of Legal & General in France

p { margin-bottom: 0.25cm; line-height: 120%; } Apicil, the fifth-largest French social protection group, in late July entered exclusive talks with the British Legal & General group over an acquisition of its activities in France, represented by Legal & General Holdings (France) S.A. A specialist in savings management which has also developed product ranges dedicated to businesses for employee retirement savings and health and retirement planning insurance, Legal & General in France has a portfolio of 37,000 savings clients and 4,000 client businesses, and earns revenues of EUR371.8m for savings and EUR214.9m for health and retirement insurance. Philippe Barret, CEO of the Apicil group, says “this acquisition will further accelerate the development of the group in its two core professions: life insurance and health and retirement planning insurance.”
04/08/2015

Anima posts inflows of EUR4.5bn in first half

p { margin-bottom: 0.25cm; line-height: 120%; } At a publication of its semiannual results, the Italian asset management firm Anima Holding has reported net inflows of about EUR4.5bn at the end of first half 2015, compared with EUR5bn in first half 2014. Due to this sales performance, combined with positive market effects, assets under management now total EUR63.1bn, compared with EUR57.1bn as of the end of 2014, for growth of 10.5%. As of 30 June 2015, net commissions total EUR103.3m, compared with EUR86.4m as of 30 June 2014, up 19.5% year on year. “This increase is primarily due to growth in assets under management,” Anima notes in a statement. With performance commissions taken into account, total earnings come to EUR159.4m, up 41% compared with EUR113m in first half 2014. As of 30 June 2015, Anima has earned net profits of EUR71.7m, compared with EUR40.3m as of 30 June 2014, an increase of 78% year on year. At a presentation of its results, Anima announced the appointment of Laura Furlan as director, replacing Bernardo Mingrone. Laura Furlan is currently head of retail at BancoPosta, the banking affiliate of the Poste Italiane Group. She previously worked at Intesa Sanpaolo, after working for eight years at consulting firms, including AT Kearney.
04/08/2015

Credit Suisse appoints a head of EMEA asset management

p { margin-bottom: 0.25cm; line-height: 120%; } Credit Suisse has appointed Harald Réczek as head of asset management for the Europe, Middle East and Africa (EMEA) region, as well as for Switzerland. Réczek joins the Swiss group from Deutsche Asset & Wealth Management, where he had been co-CEO of Deutsche Asset Management Switzerland, a member of the executive board at Deutsche Bank Switzerland, and a member of the EMEA sales management for Global Client Group.
04/08/2015

Ibercaja Gestion reaches EUR9bn in assets as of end June

p { margin-bottom: 0.25cm; line-height: 120%; } At the conclusion of first half 2015, Ibercaja Gestion, the asset management affiliate of the Ibercaja group, had total assets under management of EUR9bn, up 24.6% compared with the end of 2014, the Spanish bank announced at a publication of its results for the first half. In the first six months of the year, net inflows totalled EUR1.265bn, the banking group states. With a market share of 3.9%, Ibercaja Gestion now becomes the eighth-largest asset management firm in Spain in terms of assets. At the end of first half 2015, the Ibercaja Banco group had earned net profits of EUR69.7m, compared with EUR341.8m in first half, a decline of 79.6% year on year.
04/08/2015

Julius Bär Germany appoints a COO

p { margin-bottom: 0.25cm; line-height: 120%; } Julius Bär has announced the appointment of a new member of the board at the private bank in Germany. Ursula Egli is appointed as COO, and will be based in Frankfurt. She will from 1 August be responsible for IT, human resources and operations. She joins the bank from Leumi Private Bank in Zurich. Egli replaces Alexander Jecht, who is leaving Julius Bär for personal reasons.
04/08/2015

Shareholder Value Management adds to management team

p { margin-bottom: 0.25cm; line-height: 120%; } The Frankfurt-based asset management firm Shareholder Value Management has announced the recruitment of Ronny Ruchay, who is joining the team of managers responsible for German and international equities. The team is led by CIO Frank Fischer, and includes nine people. The team is responsible for the management of five institutional mandates. Fischer joins the firm from CVM Value Invest, where he had been a manager. Shareholder Value Management has over EUR1bn in assets under management.
04/08/2015

Eaton Vance announces departure of a manager

p { margin-bottom: 0.25cm; line-height: 120%; } The US asset management firm Eaton Vance Management, an affiliate of the Eaton Vance group, has announced the retirement as of 31 October this year of Susan Schiff. Schiff, who joined Eaton Vance in 1985, has served as portfolio manager for the Eaton Vance Government Obligations fund since 1990, and for the Eaton Vance Short Duration Government Income fund since its launch in 2002. Schiff will be replaced by Andrew Szczurowski, who will become the sole portfolio manager for the two funds. He had already been co-manager of the vehicles alongside Schiff since July 2014. Szczurowski will continue to serve as co-manager of the Eaton Vance Short Duration Strategic Income Fund and other closed funds.

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