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22/05/2018

DNCA recrute un chargé de relations clients en Italie

DNCA vient de recruter Luca Bollani en tant que «senior relationship manager» à Milan. L’intéressé vient de BNY Mellon où il s’occupait de gérer les relations avec les réseaux de distribution.Chez DNCA, Luca Bollani s’occupera de la distribution «retail» en Italie, deuxième marché de la société de gestion après la France. Il sera rattaché à Enrico Trassinelli, «managing director» pour l’Italie. Son arrivée porte à neuf le nombre de membres de l’équipe de Milan.
22/05/2018

FinecoBank obtient l’agrément pour sa société de gestion irlandaise

FinecoBank a annoncé vendredi que Fineco Asset Management, société de gestion de droit irlandais entièrement détenue par la banque, a obtenu auprès de la Banque centrale d’Irlande l’agrément pour exercer en tant que société de gestion.Cette autorisation est parvenue avec un peu d’avance par rapport à la date prévue, ce qui va permettre à la société d’être opérationnelle dans les semaines à venir. La mission de Fineco AM sera de gérer des fonds de fonds, en se basant sur des partenariats stratégiques avec les meilleures sociétés de gestion internationales.
22/05/2018

Generali recrute Antonio Tedesco

Generali a recruté Antonio Tedesco en tant que responsable du Group Asset Liability Management & Strategic Asset Allocation (ALM / SAA) au sein de la « business unit » Group Investments, Asset & Wealth Management. L’intéressé vient de PosteVita SpA où il était responsable du projet gestion d’actifs et responsable capital management. Précédemment, il était directeur financier, avec un biais particulier sur l’allocation d’actifs stratégique et la gestion du passif. Précédemment, il était chez JPMorgan Chase Bank à New York et Londres.Chez Generali, Antonio Tedesco sera rattaché à Bruno Servant, responsable du Group Investment Management Solutions.
22/05/2018

Amundi SGR nomme un commercial pour les ETF

Amundi SGR, la société de gestion italienne d’Amundi, a nommé Federico Garofalo en tant que commercial senior de la « business unit » ETF, Indexing & Smart Beta. L’intéressé avait rejoint l’équipe commerciale de Pioneer Investment Management SGRpA (qui a été depuis racheté par Amundi) en 2004. Après avoir travaillé initialement pour les canaux Private & Corporate Banking, il se dédie pendant plus de 12 ans au développement de l’activité et des relations avec la clientèle institutionnelle. Précédemment, il travaillait pour ING IM.
22/05/2018

Sanlam UK renforce son équipe de gérants de portefeuille

Le gestionnaire d’actifs Sanlam UK a recruté Daniel Szabo en qualité de gérant de portefeuille, rapporte Investment Week. L’intéressé arrive en provenance d’Oxford Capital où il était en charge des clients très fortunés (« high net worth clients »). Avant cela, il avait officié chez Tilney et Nationwide Building Society. Dans le cadre de ses nouvelles fonctions, il sera rattaché à Stuart McCann, responsable du bureau de Londres.
22/05/2018

Fidelity nomme un directeur de la supervision de la marque

Fidelity vient de nommer Antonio Salido au poste nouvellement créé de directeur de la supervision de la marque, fonction qu’il assumera à compter du 1er juin 2018, rapporte le site spécialisé Funds People. Cette nomination confirme l’importance accordée par la société de gestion au maintien, au renforcement et à la protection de sa marque. Dans le cadre de ses nouvelles fonctions, Antonio Salido sera en charge de la propriété intellectuelle et de la propriété juridique de la marque et la bonne gestion de l’exploitation de cette marque. Il conciliera cette nouvelle fonction avec son poste actuelle de directeur du marketing pour l’Europe continentale.
22/05/2018

"L’environnement redevient favorable aux hedge funds"

Dans un entretien à NewsManagers, Cédric Vuignier, responsable du Service Manager Research & Alternative Investments chez Syz Asset Management, fait le point sur le secteur des hedge funds. Il y évoque notamment l’importance de l’intelligence artificielle.
22/05/2018

MUFG Investors Services change de directeur général

MUFG Investors Services, la filiale d’asset servicing du groupe Mitsubishi UFJ Financial Group, a annoncé, ce 17 mai, la nomination d’Eiji Ihori en qualité de directeur général par intérim à compter du 1er juillet 2018. Il remplace ainsi Mark Porter qui a décidé de se concentrer à l’avenir à un simple rôle de conseiller. Mark Porter avait rejoint la société en 2015 dans le cadre de l’acquisition d’UBS Alternative Fund Services auprès d’UBS Asset Management. Concrètement, Mark Porter va devenir administrateur non-exécutif au sein des conseils d’administration de MUFG Investors Services Holdings Limited et Mitsubishi UFJ Investors Services & Banking Luxembourg S.A.Pour sa part, Eiji Ihori travaille depuis plus de 35 ans au sein de Mitsubishi UFJ Trust & Banking Corporation. Au cours de sa carrière, il a notamment supervisé les activités de services aux investisseurs japonais et internationaux. Dans le cadre de ses nouvelles fonctions, il sera épaulé par John Sergides, qui assumera la fonction de directeur général adjoint. Ce dernier est et restera responsable des ventes et du marketing pour les solutions de « asset servicing » de MUFG Investor Services.
22/05/2018

Gambit lance son robot-conseiller en France

La société belge Gambit Financial Solutions, tombée dans le giron de BNP Paribas Asset Management l’année dernière, doit annoncer ce mardi le lancement officiel en France de Birdee, sa solution de gestion financière digitale pour les particuliers, rapporte le quotidien Les Echos. Cette solution est déjà disponible au Luxembourg et en Belgique depuis l’année dernière. A l’instar d’autres robots-conseillers, Birdee propose aux épargnants de se rendre en ligne pour déterminer en quelques clics leur profil d’investissement, obtenir un placement adapté à leurs attentes et suivre les performances de leur portefeuille à tout moment. Birdee propose une vingtaine de portefeuilles investis en fonds indiciels (ETF), accessibles dès 1.000 euros d’investissement. Contrairement à ses concurrents, Birdee n ’offre pas d’assurance-vie à ce jour mais compte le faire d’ici à la fin de l’année, ajoute le quotidien économique.
22/05/2018

Beverley Shadbolt devient présidente de LaSalle France

Beverley Shadbolt a été nommée présidente de LaSalle France, rapporte le quotidien Les Echos. Elle dirigera désormais les acquisitions ainsi que la gestion de fonds et d’actifs de LaSalle en France et rapportera à Simon Marrison, le PDG Europe. Début avril, Karim Habra, l’ancien directeur de la société pour l’Europe continentale – nommé en novembre 2017 –, avait été recruté par Ivanhoé Cambridge au poste de directeur général Europe. Agée de 37 ans, Beverley Shadbolt a rejoint LaSalle en 2006 comme gérante de fonds. Avant cela, ella a passé près de trois ans chez Jones Lang LaSalle.
22/05/2018

Ginko Ventures helps HMD Global to raise 100 M€

Finland based start-up, HMD Global - the home of Nokia phones, announced that it has raised additional USD 100 million from multiple investors to scale business operations and fund the company’s growth in its second year. This round of investment has been led by Geneva based, Ginko Ventures via Alpha Ginko Ltd. with participation from DMJ Asia Investment Opportunity Limited and Wonderful Stars Pte. Ltd., a subsidiary of FIH Mobile Ltd.
22/05/2018

Triton and KKR sell Mehiläinen to CVC Capital Partners

Funds advised by Triton («Triton») and KKR today announced the sale of Mehiläinen, a leading provider of private health care and social services in Finland, to CVC Capital Partners. The terms of the transaction are undisclosed. The sale is subject to regulatory approval.Triton and KKR acquired Mehiläinen in March 2010 as joint investors on a 50-50 basis. Varma and Ilmarinen, mutual pension insurance companies, have been minority shareholders since 2015 and LähiTapiola, a mutual life insurance company, since 2016. Since the acquisition, Triton and KKR have supported the continued growth of the company through investments in new products and services, which have further strengthened Mehiläinen’s position as a leading player in health and social care. In February 2015, Mehiläinen merged with Mediverkko, further strengthening the Group’s position in primary care, social care and dental care. KKR’s investment was made through its European Private Equity Fund III.
22/05/2018

APG recruits from ABN Amro

p { margin-bottom: 0.1in; line-height: 115%; } The Netherlands-based pension fund APG, with assets under management totalling over EUR470bn as of the end of 2017, has appointed Kim Liu as senior portfolio manager, from 1 May 2018, responsible for Treasury bonds and inflation-linked bonds, the website Investment Europe reports. Liu reports to Sandor Steverink, who is head of the Treasuries and inflation-linked bonds team. Before joining APG, Liu had since 2014 worked as a senior bond strategist at ABN Amro. Liu has also in the past worked for the Netherlands treasury agency.
22/05/2018

Pay scales for corporate heads affected by hedge fund activism

Activist hedge funds are causing an annual reduction of over USD350,000 in total pay scales for the CEO at companies in which hedge funds have made investments, according to a study by the Warwick Businness School released on 21 May.The study, “Hedge Fund Activism and CEO Compensation,” covers nearly 500 companies. Teh authors studied data about pay scales at 244 publicly-traded US companies, over a seven-year period, including three years before the arrival of the activist investor, the year the fund purchased shares, and three years after the purchase of shares. The analysis of evolution of pay scales was conducted in parallel on 244 publicly-traded US companies which were not targeted by activist hedge funds, but which operate in the same sector and are of equivalent size.According to the authors of the study, Jana Fidrmuc and Swati Kanoria, companies targeted by activist investors generally improve the value of the company, while having a very significant impact on the compensation for CEOs, whose pay and benefit are very often of significant proportions. The study also finds that incitements in the form of awards of shares as incentives to the CEO of improve the performance of the company tend to reduce when the activist hedge fund arrives.“As soon as an activist enters a company, the total pay scale for the CEO and share awards are reduced by significant proportions, and return to the same level as observed in the rest of the industry. Average shareholding time for a stake in an activist hedge fund is 22 months, and we observe that total remuneration for the CEO begins to rise as soon as an activist investor pulls out,” the authors say.
22/05/2018

IK Investment Partners makes acquisition of Acadomia official

p { margin-bottom: 0.1in; line-height: 115%; } It is now official: the venture capital firm IK Investment Partners on 18 May announced that it has acquired the Domia group, composed of Acadomia, a specialist in scholastic assistance, ad Shiva, a home cleaning brand, from Metric Capital Partners. The operation was announced in mid-April by the website Capital Finance (see NewsManagers of 17 April 2018). The acquisition is made by the fund IK Small Cap I, alongside Maxime Aiach, Philippe Coléon and José Dinis, the founders of the Domia group. The transaction price has not been disclosed.
22/05/2018

Carlyle negotiating acquisition of an infra-red technology specialist

p { margin-bottom: 0.1in; line-height: 115%; } The alternative asset management firm Carlyle Group on 18 May announced that it has entered exclusive negotiations with the French company HGH Systèmes Infrarouges to acquire a majority stake in the capital of the infra-red systems specialist, alongside the management team. The operation will be carried out via the fund Carlyle Europe Technology Partners III, and can be expected to be completed by the end of 2018, pending the necessary regulatory permissions. HGH, founded in 1982 and with headquarters in Igny, develops and sells innovative optical electronic and intra-red systems software in varied fields of application including surveillance, controlling and metrology, as well as industrial thermography. HGH offers solutions for surveillance of large zones in the security, defence, oil, and energy industries.
22/05/2018

Engagements to fund for climate from responsAbility up 48%

The “fonds pour le climat,” or climate fund managed by responsAbility since 2014, which takes the form of a public-private partnership targeting emerging economies, last year saw a 48% increase in funding commitments. In 2017, funding commitments increased by USD200m, up 48% to a total of USD616m as of the end of the year, according to a statement released on 18 May. The proportion of private investors in the fund has doubled to over 30% of total engagements.In the same period, the fund has continued to diversify its portfolio, with the addition of nine institutional partners, bringing the number of investment markets to 22, distributed over four continents. As of the end of 2017, the 30 partner institutions of the fund had paid out secondary loans totalling USD137m, up 53% compared with 2016.The investment volume has risen 43%, the highest annual figure of the past five years, to USD482m as of the end of 2017. “When in early 2018 we passed the psychologically important USD500m mark for engagements, the fund became one of the largest players in the sector to finance the fight against climate change open to private investors,” a statement says.In line with the mission of the fund to attenuate the effects of climate change, projects financed since launch will save over 10 million tonnes of CO2 over their total durations. Projects financed in 2017 contributed 1.7 million tonnes to this total.
22/05/2018

European equities no longer attracting inflows

Subscriptions to European equity strategies are dropping off. In the week to 16 May, European equity funds saw net outflows of EUR0.8bn, so that in the past 10 weeks, net outflows total USD22.4bn, according to the weekly Bank of America Merrill Lynch survey, based on data from the global flow evolution specialist EPFR. The turbulent formation of a new government in Italy has contributed to this evolution.In all geographical regions combined, equity funds have taken in nearly USD12bn in the past year, largely due to net inflows of USD8.8bn to US equity funds. Emerging market equity funds have attracted a very modest total of USD0.4bn, while Japanese equity funds have seen net outflows of USD0.7bn.In bonds, US 10-year bonds have topped 3%, which has resulted in a second consecutive week of net outflows from high yield and emerging market funds, for a cumulative total of over USD2.6bn, also distributed between the two asset classes. Meanwhile, investment grade bond funds have seen a further inflow of USD4.6bn, while bank loan funds have posted a net inflow of USD0.9bn, the highest in over one year. Inflation-linked bond funds, for their part, have attracted USD0.5bn.
22/05/2018

Nordea reshuffles wealth management

p { margin-bottom: 0.1in; line-height: 115%; } Nordea Bank AB is reshuffling its wealth management activities, to reinfoce its focus on digital services, Bloomberg reports. Gustaf Unger, co-head of wealth management, says that Nordea will transfer 40 people to a new affiliate. Nordea will not recruit or make layoffs anywhere worldwide as a result of the reorganisation. Katja Bergqvist is appointed as co-head of wealth managenent, with Unger. Bergqvist had previously been head of the Investment Solutions and Advisory Centre, which has now been split in two. Snorre Storest remains head of the activity, which has been renamed as wealth and asset management.
22/05/2018

Generali recruits Antonio Tedesco

p { margin-bottom: 0.1in; line-height: 115%; } Generali has recruited Antonio Tedesco as head of the asset liability management & strategic asset allocation (ALM/SAA) group, part of the group investments, asset & wealth management business unit. Tedesco joins from PosteVita SpA, where he had been responsible for the asset management project and head of capital management. Tedesco was previously chief financial officer, with a bias for strategic asset allocation and liability management. He had previously been at JPMorgan Chase Bank in New York and London. At Generali, Tedesco will report to Bruno Servant, head of the investment management solutions group.
22/05/2018

FinecoBank granted license for Irish asset management firm

p { margin-bottom: 0.1in; line-height: 115%; } FinecoBank on Friday announced that Fineco Asset Management, an Irish-registered asset management firm controlled entirely by the bank, has been granted a license by the central bank of Ireland to operate as an asset management firm. The permission comes slightly ahead of the expected date, which will allow the firm to become operational in the coming weeks. The mission of Fineco AM will be to manage funds of funds, based on strategic partnerships with the best international asset management firms.
22/05/2018

DNCA recruits a head of client relationships for Italy

p { margin-bottom: 0.1in; line-height: 115%; } DNCA has recruited Luca Bollani as senior relationship manager in Milan. Bollani joins from BNY Mellon, where he had been responsible for relationships with distribution networks. At DNCA, Bollani will be responsible for retail distribution in Italy, the second-largest market for the asset management firm after France. He will report to Enrico Trassinelli, managing director for Italy. His arrival brings the number of members in the Milan team to nine.
22/05/2018

Amundi SGR appoints a salesperson for ETFs

p { margin-bottom: 0.1in; line-height: 115%; } Amundi SGR, the Italian asset management firm from Amundi, has appointed Federico Garofalo as senior salesperson for the ETF, Indexing & Smart Beta business unit. Garofalo joined the sales team at Pioneer Investment Management SGRpA (which has since been acquired by Amundi) in 2004. After initially working in the Private & Corporate Banking channels, Garofalo dedicated himself for over 12 years to the development of the activity and to relationships with institutional clients. Garofalo had previously worked for ING IM.
22/05/2018
Gestion d'actifs

Les fonds irlandais ont collecté un montant record en 2017

Les fonds domiciliés en Irlande ont enregistré l’an dernier une collecte record de 298 milliards d’euros, selon les données de la Banque centrale d’Irlande. Ce montant est deux fois plus élevé que celui observé en 2016 et représente plus de 30% de la collecte des fonds européens en 2017. Cette évolution a contribué à une progression de 16% des actifs des fonds domiciliés en Irlande au niveau record de 2.400 milliards d’euros. A titre de comparaison, les actifs des fonds domiciliés au Luxembourg ressortent à 4.160 milliards d’euros à fin 2017, grâce à une collecte nette de 308 milliards d’euros.
Gestion d'actifs
22/05/2018
Gestion d'actifs

Ageas Patrimoine, une plateforme de distribution orientée vers le digital

Développée fin 2015 par le groupe Ageas en France, Ageas Patrimoine est une structure exclusivement dédiée aux CGPI. En passant d’une compagnie d’assurance à une plateforme de distribution « multi-services », l’entité a effectué un virage stratégique majeur, plaçant l’innovation digitale au centre de son développement. Thierry Scheur, directeur commercial et marketing entend capitaliser sur la mise en place d’outils dédiés pour s’imposer dans le paysage des plateformes de distribution.
Gestion d'actifs
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