Gestionnaires de patrimoine

Investment specialists are singing from a common hymn book in predicting the world is on a path to lower inflation and treasury yields, though they carefully call attention to possible transitional effects, Investment Officer heard while covering two recent investment events in Luxembourg hosted by J. Safra Sarasin and Capital Group.

This week’s overview of transfers, appointments, promotions and other people news includes updates from Fidelity, Alma LED Luxembourg, Fundcraft and Better Finance.

Christine Baalham and Tom Record

Christine Baalham and Tom Record have been appointed as co-portfolio managers in the global equity team at Fidelity International. Veteran portfolio manager Jeremy Podger will transition to a senior advisory role in March 2024. 

Si tout se déroule comme prévu, le family office anversois proposera prochainement des services de gestion patrimoniale (et de conseil en investissement).

Une étude menée par Amundi, le plus grand gestionnaire d’actifs européen, auprès de 4000 investisseurs particuliers sur 11 marchés européens et asiatiques, montre que les canaux d’investissement numériques ne sont plus seulement l’apanage des jeunes ou des technophiles : un nombre croissant d’investisseurs particuliers les adoptent aussi. Cette tendance est révélatrice d’une évolution plus large du secteur de la gestion d’actifs, et reflète à la fois les progrès technologiques et l’évolution du comportement des investisseurs.

Edinburgh-based asset manager Abrdn on Wednesday said it plans to slash 500 jobs this year, or about 10% of its workforce, in a push to bring down costs and restore profitability as the industry continues to be plagued by a growing uptake of low-cost competitors and a broad switch among clients to passive investment strategies.

The global wealth gap has alarmingly widened since 2020, with the top five richest men globally having more than doubled their fortunes. In stark contrast, nearly five billion people worldwide experienced a decline in their financial wellbeing, a study by anti-poverty group Oxfam revealed on Monday. Released to coincide with the World Economic Forum Annual Meeting in Davos, the report painted a grim picture of economic disparity.

The report also said that the world could see its first trillionaire within the next decade. 

RRoderick van Zuylen est prêt. Le 1er janvier, l’ex-gestionnaire de portefeuille de Van Lanschot Kempen a lancé son propre fonds d’investissement aux États-Unis, Night Watch Investment Management. « Je voulais un nom qui fasse référence à mes origines néerlandaises, mais Dike Capital et Tulip Invest ont été écartés pour des raisons évidentes. »

Roderick van Zuylen is prepared for the challenge. On the 1st of January, the ex-Van Lanschot Kempen portfolio manager inaugurated his own investment fund in the US: Night Watch Investment Management. «I desired a name that alluded to my Dutch heritage, yet Dike Capital and Tulip Invest were disregarded for obvious reasons.»

While many asset managers continue to explore private investments amidst growing market uncertainties, Optimix Asset Management has consistently avoided them. “Investors don’t need private markets,”  said Jelte de Boer, managing director of Amsterdam-based Optimix, a Dutch subsidiary of Swedish bank Handelsbanken.

La Commission européenne a autorisé cette semaine le rachat de Degroof Petercam par CA Indosuez, filiale du groupe Crédit Agricole, basé à Paris.