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30/06/2014

Threadneedle loses a European equity manager

p { margin-bottom: 0.1in; line-height: 120%; } Nick Davis, European equity manager at Threadneedle, will soon be leaving the asset management firm and transferring the management of the fund he had been responsible for to Paul Doyle and Dan Ison, Investment Week reveals. Davis currently manages three European portfolios: the Pan European Equity Dividend (GBP45m in assets), the Threadneedle European (ex UK) Growth (GBP123m in assets) and the Threadneedle European Funds (GBP603m). Following this announced departure, Doyle will take over the management of the large European funds, while Ison will be responsible for the management of the Pan European Equity Dividend fund.
30/06/2014

Stafford Capital acquires fund of fund activity of Macquarie

p { margin-bottom: 0.1in; line-height: 120%; } The US alternative asset management firm Stafford Capital Partners on 25 June announced that it has acquired the fund of fund activities of the Australian Macquarie group. The operation covers three activities – secondary infrastructure, private equity and venture capital, and clean-tech funds – which represent about USD500m in assets. The transaction allows Stafford to increase its assts under management to USD3.3bn, from USD2.6bn previously.
30/06/2014

Northern Trust AM appoints a head of Chinese activities

p { margin-bottom: 0.1in; line-height: 120%; } The asset management firm Northern Trust Asset Management on 26 June announced that it has appointed Benze Lam to the newly-created position of head for the Greater China region. In this role, Lam will direct a team of sales experts who are responsible for relationships with clients of Northern Trust AM in continental China, Hong Kong, Macau and Taiwan. He will also play a major role in the asset management development strategy throughout Asia-Pacific. He will report to Bo Kratz, head of Northern Trust for Asia-Pacific. Lam has over 30 years of experience serving institutional invetors in the Asia-Pacific region. He was previously head of sales for offshore China at UBS Global Asset Management, in charge of sovereign funds and Chinese qualified investors in particular. Before that, he served in a variety of positions at FIL Investment Management (Fidelity), State Street, and Morgan Stanley.
30/06/2014

One quarter of general assets at US insurers are managed externally

p { margin-bottom: 0.1in; line-height: 120%;ccording to the results of a study carried out in the United States by the research agency Cerulli, the proportion of general assets from US insurers worldwide whose management is outsourced now totals 23% of USD1.200tr p { margin-bottom: 0.1in; line-height: 120%; }ccording to the results of a study carried out in the United States by the research agency Cerulli, the proportion of general assets from US insurers worldwide whose management is outsourced now totals 23% of USD1.200trn. p { margin-bottom: 0.1in; line-height: 120%; } According to the results of a study carried out in the United States by the research agency Cerulli, the proportion of general assets from US insurers worldwide whose management is outsourced now totals 23% of USD1.200trn.
30/06/2014

StormHarbour acquires 49% of a Japanese hedge fund

p { margin-bottom: 0.1in; line-height: 120%; } The US investment bank StormHarbour has signed an agreement to acquire a 49% stake in the capital of the Japanese hedge fund Asuka Asset Management Co, according to a statement from the Japanese asset management firm. The operation will allow StormHarbour, a firm founded in 2009 by two former Citigroup managers, to diversify its corporate advisory and trading activities serving the fund management industry in Asia. Under the agreement signed between the two parties, whose financial terms have not been disclosed, the CEO of Asuka, Mamoru Taniya, will become managing principal of StormHarbour, and will also direct the asset management division. In a statement, Asuka says that the transaction will allow it to take advantage of the international network of StormHarbour, and to gain rapid access to a wide spectrum to foreign investors. StormHarbour, based in New York, currently has 170 employees, and has offices in seven cities worldwide. For its part, Asuka, the Japanese affiliate of the US hedge fund Tudor Investment Corporate, founded in 1999, was taken over by its management in 2002 in a buyout operation.
30/06/2014

Aberdeen nomme Matteo Bosco responsable du marché suisse

Le gestionnaire écossais Aberdeen Asset Management a nommé Matteo Bosco au poste de responsable du marché suisse. Matteo Bosco sera également en charge du développement des activités en Suisse et en Italie, précise un communiqué publié le 27 juin.Avant de rejoindre Aberdeen en 2009, Matteo Bosco a exercé différentes fonctions au sein de Credit Suisse Asset Management (CSAM).
30/06/2014

Credit Suisse recruits from UBS

p { margin-bottom: 0.1in; line-height: 120%; } Joachim von der Goltz, has directed the equity capital markets division for the Germany and Austria region at UBS since 2010, will in October join Credit Suisse as director of equity capital markets for Northern Europe, according to Reuters. Before joining UBS, von der Goltz worked for Deutsche Bank in London, Frankfurt and New York.
30/06/2014

More than 77,000 institutions register under FACTA law, which comes into effect on 1 July

p { margin-bottom: 0.1in; line-height: 120%; } As FATCA tax evasion laws come into effect on 1 July, 77,353 international financial institutions have registered with the US tax authorities, according to the list published on the IRS website. Nearly one in five are domiciled in the Cayman Islands. According to the latest IRS update, 4,041 foreign financial institutions (FFI) based in Switzerland have been approved, and have received identification numbers. The list for Germany includes 2,555 FFIs, while the United Kingdom has 6,264. The corresponding list for Liechtenstein is limited to 240 institutions, while the Cayman Islands have 14,837. From 1 July, the FATCA law will require foreign banks to inform the US authorities when persons taxable in the United States are among their clients and account-holders with over USD50,000. Establishments who do not respect the FACTA requirements may see their US income reduced by 30%, and may have their activities in the United States shut down.
30/06/2014

BlackRock wins an RQFII license in London

p { margin-bottom: 0.1in; line-height: 120%; } The Chinese regulatory authority, the Chinese Securities Regulatory Commission (CSRC), has awarded the British affiliate of BlackRock, BlackRock Advisors (UK), a Renminbi Qualified Foreign Institutional Investor (RQFII) license, the second license of its type to be issued to a US asset management firm worldwide, BlackRock has announced in a statement. The treasured license allows the London-based entity to invest in capital markets in China in local currency, including A-shares and onshore bond markets. The first RQFII license from BlackRock was obtained in March last year for its North Asia division, which received RMB2bn (EUR240m, or USD320m) in investment quotas in June. Thomas Fekete, head of the products team at iShares for the EMEA region at BlackRock, says in a statement that the firm is particularly “proud to be among the first asset management firms in London to be able to offer direct access to Chinese investments.”
30/06/2014

AIMA signs an agreement with Chinese asset management association

p { margin-bottom: 0.1in; line-height: 120%; } The international asset management association (AIMA) and the Chinese asset management association (AMAC), founded in 2012, have announced that they have signed an agreement, the first of its type to be signed by AMAC with an international organisation. The two associations plan to collaborate on exchange of information concerning the hedge fund sector, including regulatory changes. They are also planning to hold joint professional events.
30/06/2014

Sukuk issues in Africa may set a record in 2014

p { margin-bottom: 0.1in; line-height: 120%; } The record of USD46.5bn in sukuk issued worldwide in 2012 may be beaten this year, as, according to data compiled by Bloomberg, since the beginning of this year, USD24.4bn in sukuk have already been issued, 27% more than at the same time last year. Senegal this week issued CFA francs, XOF100bn, or USD208bn, in sukuk, while Nigeria and South Africa, the two largest economies in sub-Saharan Africa, are preparing to issue Islamic bonds, Bloomberg reports. Gambia, next to Senegal, regularly issues sukuk, with returns which have tended to fall recently.
30/06/2014

La dette publique française frôle les 94% du PIB

La dette publique de la France a augmenté de 45,5 milliards d’euros au premier trimestre pour atteindre 1.985,9 milliards à fin mars, soit 93,6% du PIB, selon les statistiques publiées lundi par l’Insee. Le ratio de dette sur PIB a progressé de 1,8 point par rapport à fin 2013.
30/06/2014

L'inflation en zone euro se stabilise à 0,5%

Le taux d’inflation annuel en zone euro est ressorti à 0,5% en juin, au même niveau qu’en mai, a fait savoir lundi l’office européen des statistiques, Eurostat. Le chiffre est conforme au consensus des économistes. Le taux d’inflation reste ainsi inférieur à 1% pour le neuvième mois d’affilée. L’inflation de base, hors énergie, produits alimentaires, alcools et tabac, a progressé à 0,8% en juin, après 0,7% en mai.
30/06/2014

La Californie reconnaît l'utilisation des bitcoins

Le gouverneur de Californie, Jerry Brown, a promulgué samedi une loi qui lève les obstacles législatifs à l’utilisation de monnaies alternatives, comme les bitcoins, dans l’Etat le plus peuplé des Etats-Unis. Le démocrate Roger Dickinson, à l’origine du texte, avait expliqué que la nouvelle législation ne faisait que suivre l’usage des Californiens qui se servent déjà des bitcoins, la plus connue des devises virtuelles.
30/06/2014

Le projet de hausse de la taxe de séjour est critiqué

Le PDG d’Accor Sébastien Bazin a dénoncé ce week-end le relèvement à 8 euros du plafond de la taxe de séjour voté la semaine dernière à l’Assemblée nationale, qui réduira la marge des hôteliers et pénalisera le tourisme. Il critique aussi la taxe de 2 euros par nuitée créée en Ile-de-France pour financer les transports en commun du Grand Paris. Le ministre des Affaires Etrangères Laurent Fabius et le ministre de l’Economie Arnaud Montebourg ont également appelé à revenir sur ces mesures.
30/06/2014

Le moral des ménages s'améliore aux Etats-Unis en juin

Le moral des ménages américains s’est amélioré en juin, les consommateurs considérant que la contraction de l'économie au premier trimestre était due uniquement à des conditions climatiques exceptionnelles, montrent vendredi les résultats définitifs de l’enquête mensuelle Thomson Reuters-Université du Michigan. L’indice de confiance a progressé à 82,5 après 81,9 en mai. Les économistes interrogés par Reuters prévoyaient en moyenne un chiffre définitif de 82,0.
30/06/2014

Des attentes justifiées sur les taux britanniques

Alors que la Banque d’Angleterre a maintenu son taux directeur à un plancher de 0,5% depuis plus de 5 ans, les anticipations d’une hausse des taux début 2015 sont «raisonnables», a déclaré dimanche à la chaîne britannique Charlie Bean, gouverneur adjoint de la BoE, qui quitte ses fonctions aujourd’hui. «Le marché voit les taux aller jusqu'à 2,5% sur les trois prochaines années. Cela paraît un jugement sensé», a souligné celui-ci.
30/06/2014

Rome travaille à un ambitieux plan d’investissements pour l’Europe

Le gouvernement de Matteo Renzi, qui va prendre demain pour une durée de six mois la présidence du conseil de l’Union européenne, travaille de concert avec la France à un plan d’investissements de 240 milliards d’euros sur cinq ans pour l’ensemble de la région, croit savoir le quotidien qui ne cite pas ses sources. Portant sur les infrastructures, l’énergie, l’éducation, la recherche et l’innovation, ce plan susceptible d’être dévoilé après l’été serait financé par différents programmes européens, notamment les fonds structurels, par la Banque européenne d’investissement (BEI) ainsi que par l’utilisation de project bonds.
30/06/2014

La BRI craint un piège de la dette

Dans son rapport annuel, la Banque des règlements internationaux appelle les dirigeants économiques à caler leur politique sur le cycle financier plutôt que sur des indicateurs de court terme. Elle craint que les politiques monétaires accommodantes ne mettent en place un cercle vicieux.
30/06/2014
Gestion d'actifs

Le FRR a attribué ses mandats grandes et moyennes capitalisations américaines

Le FRR a lancé le 7 juin 2013 un appel d’offres restreint visant à sélectionner un ou plusieurs prestataires pour la gestion financière de mandats de gestion active investis en actions grandes et moyennes capitalisations des Etats-Unis. A l’issue du processus de sélection, le FRR a décidé de sélectionner les offres des candidats suivants. Lot 1 Actions de grandes et moyennes capitalisations des Etats-Unis-Lot Value: Old Mutual Asset Management International Limited Robeco Institutional Asset Management BV Wells Fargo Securities International Limited Lot 2 Actions de grandes et moyennes capitalisations des Etats-Unis-Lot Growth: JP Morgan Asset Management (UK) Limited T Rowe Price International Limited Wells Fargo Securities International Limited Les mandats seront attribués pour une durée de quatre ans reconductible une seule fois par an. Le montant global indicatif des encours confiés à ces gestions pourrait s'élever à 500 millions d’euros pour chacun des lots.
Gestion d'actifs

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