DECALIA has been shortlisted as one of the finalists in four categories of the 2019 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 2018’.
Winners will be announced at a gala awards dinner which will be held in Geneva on 7 February 2019 at the Hotel President Wilson.
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”).
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.
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.
Warren Buffett once famously said, “The stock market is a device to transfer money from the impatient to the patient”. Long-term investment though, is not for the fainthearted and far from easy. Yet it can be a very rewarding strategy. Undoubtedly, it was for him at least as in more than 50 years – from 1964 to 2017 – he achieved a compounded annual return of +20.9%, well above the market at +9.9%. As a matter of fact, $1’000 USD invested with him in 1964 would have become $24M by 2017.
Innovation in wealth management is achieved naturally through technological developments, but also by optimising some of the intangible aspects of client relationship. In this respect, private banking could draw some inspiration from the technologies developed by luxury brands, who have become experts in the art of transforming a simple purchase into a total experience.
Our partner, Rodolfo De Benedetti, was interviewed on CNN Money Switzerland to share his view on the Italian economic recovery ahead of the elections.
In this article published in Le Temps of 19 February 2018, our CEO Alfredo Piacentini not only explains why banking disintermediation answers the needs of SMEs, but also how it offers new investment opportunities.
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.