Dans son numéro du 27 mars 2019, le magazine économique suisse BILAN s’intéresse à la question de l’obsolescence programmée et aux entreprises qui ont décidé de proposer un modèle d’affaires plus durable.
Interrogé par BILAN, Clément Maclou, le gérant de notre stratégie Circular Economy, explique notamment que les entreprises qui adoptent les bonnes pratiques seront récompensées par leurs clients.
“La consolidation du secteur de la gestion indépendante tarde à se concrétiser. Une dose de réalisme, un peu de souplesse et une vision convaincante peuvent faire la différence.
Avec la fin du secret bancaire, la pression continue sur les marges et l’augmentation du poids de la réglementation, les temps sont durs pour les plus petites sociétés de gestion.”
DECALIA Asset Management is one of the 50 largest independent asset managers in Switzerland and Liechtenstein, according to the first ranking established by reference magazine Citywire Switzerland in its February 2019 edition.
In order to be included in the survey, independent asset managers had to meet the following criteria :
The 50 firms with the largest assets under management were then identified and included in the final ranking.
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.
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.