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In the midst of a period of transition, and after a complicated year in 2018, in which the firm saw outflows of over €10bn from its open funds, Rose Ouahba and David Older, the new co-managers of the Carmignac Patrimoine fund, reveal the new organisation of management at Carmignac, and discuss who will succeed Edouard Carmignac.
The chief investment officer at Artemis Fund Managers, Peter Saacke, discusses the activities of the group in 2018, and lays out the prospects for the coming year. From the launch of an ESG project to bringing in a new fixed income team, the question of MIFID 2 research, and macroeconomic projections for 2019, the director gives an update on all developments at the firm.
In an interview with NewsManagers, Jean-Philippe Dorp, chairman of CFA Society France, which gathers French CFA charterholders, discusses the development of the association and the evolution of the CFA diploma. He also responds to the remarks on the institute made by H2O Asset Management's CEO Bruno Crastes during the Natixis Global Summit last November.
After settling a case with the AMF last year, Trecento is planning to get a fresh start. In addition to its blockchain project, the asset management firm, founded seven years ago by Alice Lhabouz, is hoping for the support of partners to accelerate its development. It is also betting on good results from its thematic funds in health and robotics to win over new clients, in France and Switzerland.
Generali no longer wants to be just an insurer, but also has ambitions an asset manager. To achieve that, the Italian group has begun building a multi-boutique platform. This strategy has led to the launch of Aperture in the United States, the announcement of exclusive talks with Sycomore Asset Management, and more recently, the acquisition of a 100% stake in CM Investment Solutions Limited in London. In an interview with NewsManagers, Carlo Trabbatoni, CEO of Generali Investment Partners, explains that the acquisitions are not over.
At the end of November 2018, NewsManagers has caught up with Davide Serra, founder and CEO-CIO of Algebris Investments, a London-headquartered asset manager viewed as the number one on financials equities and debt.
Alain Guelennoc, CEO of Federal Finance Gestion, discusses the changes the asset management firm is going through with NewsManagers. With a transition from two to three units, a transfer of assets to the other boutiques of the group and a commercial reorganization, the Crédit Mutuel Arkéa affiliate has refocused to find new areas for growth.
Warren Tonkinson, managing director, distribution at Merian Global Investors, explains to NewsManagers the restructuring and rebranding process the company underwent in the aftermath of Old Mutual Global Investors' buyout from Quilter by OMGI's management team supported by TA Associates' funds and completed last June. He also highlights MGI's new ambitions.
Barely four years after its inception, Eleva Capital, the asset management firm founded by Eric Bendahan, is nearing EUR4bn in assets, on the back of inflows of over EUR1.2bn in 2018. Following the rcruitment of two managers from Mandarine Gestion specialised in European small and midcaps, the boutique is planning to continue to extend its range through other recruitments, explains Axel Plichon, partner responsible for investor relations at Eleva Capital. When it comes to sales, diversification is also on the agenda, as the firm is planning to target the IFA segment