Für professionelle Investoren
  •    
×× 
  • Home
  • Multimedia
    • Coffees
      • Deutsch
      • English
    • Handshakes
      • Deutsch
      • English
    • Infos
      • Lifestyle
      • People
      • Picks
    • Interviews
      • Deutsch
      • English
    • Newsletter
      • Deutsch
      • English
    • Newspoint
      • Deutsch
      • English
    • Roundtables
      • Deutsch
      • English
    • Snapshots
      • Deutsch
      • English
    • TV
      • Deutsch
      • English
    • Videos
  • City Events
    • Deutsch
      • Lunches & Panels
      • Session (Sommer) 2023
      • Session (Winter) 2024
      • Impressionen (Winter) 2023
      • Testimonials (Winter) 2023
      • Events 2023
      • Events 2024
    • English
      • Lunches & Panels
      • Session (Summer) 2023
      • Session (Winter) 2024
      • Impressions (Winter) 2023
      • Testimonials (Winter) 2023
      • Events 2023
      • Events 2024
  • Mountain Talks
    • Deutsch
      • Summit (Sommer) 2023
      • Summit (Winter) 2024
      • Impressionen (Winter) 2023
      • Impressionen (Sommer) 2022
      • Impressionen (Sommer) 2021
      • Testimonials (Winter) 2023
      • Testimonials (Sommer) 2022
      • Testimonials (Sommer) 2021
      • Events 2023
      • Events 2024
    • English
      • Summit (Summer) 2023
      • Summit (Winter) 2024
      • Impressions (Winter) 2023
      • Impressions (Summer) 2022
      • Impressions (Summer) 2021
      • Testimonials (Winter) 2023
      • Testimonials (Summer) 2022
      • Testimonials (Summer) 2021
      • Events 2023
      • Events 2024
  • Awards
  • Über uns
    • Deutsch
    • English
  • Angebote
    • Deutsch
      • Leistungen 2023
      • Leistungen 2024
    • English
      • Services 2023
      • Services 2024
  • Newsletter
    • Deutsch
    • English
  • Kontakt
    • Deutsch
    • English
  • .
  • Suche by
  • SCHWEIZ
Fundplat > News > Experts Roundtables > 4th Fundplat «Experts Roundtable in Lugano, 17.05.2022

4th «Experts Roundtable» in Lugano, 17.05.2022

Photos: Christian Lanz

The financial centre of Lugano is highly interesting for companies based in Zurich

• Caduff: Ladies and Gentlemen, what is the current top story from your company?

Derlokova: We’ve made lately a number of exciting announce­ments that demon­strate the power of Northern Trust’s Whole Office strategy that looks across the spectrum of client challenges and join forces with market-leading companies that can provide cutting-edge solutions. I am talking about our alliance with Enfusion, offering asset managers, hedge funds and asset owners a fully inte­grated, end-to-end solution that can stream­line workflows while lever­aging each company’s strengths. Or our partner­ship with Finscape, offering clients compre­hen­sive view of distri­bution activity.

We don’t have a flavour of the day or month approach. Marco Marmondi

Marmondi: I’d like to take a step back and emphasize that at M&G Investments, we don’t have a flavour of the day or month approach. Our top story is that we are asset owner and asset manager which aligns or own interests with the ones of our clients. Thus we have been investing our and their money for 90 years on princi­ples of investing for the long-term in a respon­sible and active way and increa­singly align our invest­ments with environ­mental and social values which both our clients and M&G share.

Ipsaryaris: One topic which is gaining momentum for us is AMR (Anti­micro­bial Resistance). Egyptians and China were the first using micro­organism for the mana­gement of micro­bial infections. The golden era, however, started with the disco­very of peni­cillin. Anti­biotics have gone since on saving millions of lives in treating infections of any kind. With Covid we have even more under­stood how important anti­biotics are, well how bad the resistance of it can be.

Healthcare continues to be one of the mega trends for the coming decades. Sandro Tiziani

Tiziani: Healthcare continues to be one of the mega trends for the coming decades. The inter­rela­tion­ship of demo­graphic change, shifting life­styles and inno­vations in the health­care sector ine­vitably lead to superior global growth with non-cyclical demand. With almost 30 years of expe­rience, as one of the largest health­care investors with over 20 health­care experts, we are more than convinced of the potential of special health­care themes, be it in drug deve­lopment or medical techno­logies and health­care services.

Varnholt: You can set up your own fund or certi­ficate with MRB. After a thorough ana­lysis of your require­ments, we will help you iden­tify the right domi­cile, structure and service providers. MRB will put in place all necessary port­folio mana­gement tools and provide all required support to ope­rate your fund success­fully. Our main focus is on liquid public assets. But currently we see a lot of interest in private equity and private debt as well. Our fund partners can get access to our network of inte­rested fund investors.

• Caduff: Do you have products that have a unique selling proposition of some kind?

Marmondi: Our global approach to global listed infra­structure seeks out oppor­tu­nities in both the deve­loped and the deve­loping world, with a reso­lute focus on long-term stabi­lity and inflation-protected growth. We aim to focus only in secu­rities that meet the ESG and Sustain­ability Criteria. On the fixed income side, our approach to High Yield FRNs offer a liquid strategy with high coupons and pretty much no duration that can benefit from rising interest rates in a risk-aware and diver­sified way.

Tiziani: Bellevue is a specia­lized pure-play asset manager with an entre­pre­neurial-driven culture and as such proudly inde­pendent. Those qualities guide us to sustained growth themes and enable us to unlock excep­tional upside potential. Hence, all of our strategies are bench­mark-agnostic and establish a sound bridge between promising investment themes and diver­sifi­cation for our investors. To achieve that, we even sometimes have to swim against the current and always be on the lookout for inno­vation.

Aviva Investors will donate 5bps of its management fee to fund ecosystem restoration projects. Rula Ipsaryaris

Ipsaryaris: Our recently launched «Natural Capital Transition Global Equity Strategy», which is aligned to SDGs 12, 13, 14 and 15. The strategy invests in companies providing in solutions or are transi­tioning their business models across the four key themes of sustain­able land, sustain­able oceans, the circular eco­nomy, and climate change and important to note: Aviva Investors will donate 5bps of its mana­gement fee to fund eco­system resto­ration projects.

Varnholt: Launching your own fund with MRB provides a number of oppor­tu­nities and advan­tages: leverage your existing client base, expand into new markets and adver­tise your invest­ment compe­tence with a certified track-record. Operating your own fund business generally reduces the regu­latory comple­xity typi­cally found in expanding wealth mana­gement busi­nesses. There are also potential cost savings from more efficient tax treatment and insti­tutional type trans­action fees.

We are also helping asset managers and asset allocators optimise their investment process to deliver enhanced outcomes. Neda Derlokova

Derlokova: Indeed, we do, rather than taking a one-size-fits all approach, we listen and work with our clients to support them with scalable and flexible solutions that address any gaps or challenges they face across their investment chain. As mentioned previously, this Whole Office approach enables us to help clients look at their whole orga­nisation from supporting them in controlling costs through to their focus on alpha gene­ration by helping them improve their investment process. We provide front office capa­bi­lities through comple­mentary trading services, together with fully inte­grated middle and back office service solutions to lower risk and increase opera­tional efficiency. We are also helping asset managers and asset allo­cators opti­mise their investment process to deliver enhanced outcomes.

• Caduff: Lugano is the third largest financial centre in Switzerland. How important is it for you?

Ipsaryaris: As you mentioned, it is the 3rd largest financial centre in Switzerland and as such next to Zurich and Geneva key for Aviva Investors. The client base we have in Lugano is aligned with our investment philo­sophy when it comes to sustain­ability and towards driving change for a better tomorrow.

Derlokova: Lugano is becoming a renewed hub for hedge funds, private equity boutiques, commo­dities trading companies, as well as block­chain deve­lopers and fintechs. Switzerland is a strategic market for Northern Trust and Lugano repre­sents the cherry of the Swiss cake which completes our ambition to support our clients and partners all over the region.

We would like to interact much more with investment managers in Lugano. Volker Varnholt

Varnholt: Lugano is one of the most professional and inno­vative investment mana­gement hot spots in Switzerland. We are aware of this and would like to interact much more with investment managers in Lugano. I think it is great that Fundplat is helping build bridges from Zurich into Lugano.

Tiziani: In a country characterized by inter­national influences and the proxi­mity to neighbo­ring countries, the border cities assume a very special role. Firstly, the density of concen­trated exper­tise in the financial center in Lugano led already in the early years of Bellevue to excep­tional and long-standing customer relation­ships and friend­ships, which made a consider­able contri­bution to the growth of the Group. Secondly, for some years now we have been opening the gateway to Italy, with Lugano also acting as a kind of interface.

Marmondi:Ticino has always been an important market for M&G as it hosts many players that we consider key for our growth. Having been success­fully active in the Italy for many years allows us to leverage a variety of suppor­ting features in the Italian language. I’m happy that M&G showed commitment by entrusting me as a dedi­cated person to the region. We believe that a person grew up in Lugano who knows the peculia­rities of Ticino can help increasing the brand awareness of M&G and is a plus for our clients.

Participants

Neda Derlokova
Business Development Manager

Northern Trust Switzerland
Aeschenplatz 6
4052 Basel

+41-61-565 31 21 / E-Mail / Web

Currently Vice President and respon­sible for Northern Trust's business deve­lop­ment in Switzerland. In her role, she focuses on working with clients to iden­tify optimal ope­ra­tional solu­tions that support asset managers and asset allo­cators’ whole office to deliver their business and stra­tegic goals. Before joining Northern Trust, Neda Derlokova held various business deve­lopment roles at CACEIS and Société Générale in Switzerland, Germany and France. She has more than ten years of industry expe­rience and holds a Master's degree in Finance and Financial Ope­ra­tions Mana­gement from the Lumière Uni­ver­sity Lyon 2.

Rula Ipsaryaris
Head Client Solutions Switzerland & Liechtenstein

Aviva Investors Schweiz GmbH
Leutschenbachstrasse 45
8050 Zürich

+41-44-215 90 14 / E-Mail / Web

Rula Ipsaryaris is based in Zurich and focuses on growth oppor­tu­nities for insti­tu­tional clients and whole­sale customers in her region. She has over 30 years in the financial service sector. Prior to joining Aviva Investors, she worked as Senior Sales Execu­tive and Deputy Head Switzerland & Liechtenstein for Vanguard. She gained her profes­sional expe­rience in various leading positions in the fiduciary industry with an American broker, both inter­national and Swiss Private Banks, as well as with one of the world­wide largest asset custodians. Rula Ipsaryaris holds a CAS (Certi­ficate of Advanced Studies) in Sales and Distri­bution Mana­gement from Lucerne Uni­ver­sity as well as Fiduciary with Swiss Federal Accre­ditation.

Marco Marmondi
Junior Sales Representative
Wholesale Switzerland

M&G International Investments Switzerland AG
Talstrasse 66
8001 Zürich

+41-43-443 82 04 / E-Mail / Web

Marco Marmondi is a Sales Repre­sen­tative at M&G Inter­na­tional Invest­ments Switzerland AG. He’s respon­sible for Ticino and helps for distri­bution in the Romandie. Prior to this he worked for Tabula Investment Mana­gement, an ETFs provided based in London across Sales, Marketing and Investor Relations. Marco Marmondi holds a Bachelor of Science (BSc) in Mana­gement from the Uni­ver­sity of Lausanne (HEC) and a Master of Science (MSc) in Financial Markets and Investments from Skema Business School.

Sandro Tiziani
Head of Sales Switzerland & Italy

Bellevue Asset Management AG
Seestrasse 16
8700 Küsnacht ZH

+41-44-267 67 91 / E-Mail / Web

Sandro Tiziani joined Bellevue Asset Mana­gement in 2015. Before taking up his position as Head of Sales Switzerland & Italy, he worked in various roles at Bank Julius Baer in Zurich and Hong Kong as well as Financial Strategies Advisor & Derivatives Sales Switzerland at Bank J. Safra Sarasin. Sandro Tiziani holds a Master's degree in Finance from the Uni­ver­sity of Zurich.

Volker Varnholt
Head of Business Development

MRB Vermögensverwaltungs AG
Fraumünsterstrasse 11
8001 Zürich

+41-44-454 25 74 / E-Mail / Web

Volker Varnholt is Head of Business Deve­lopment at Zurich based asset manager MRB. After studying at the Uni­ver­sity of Lausanne (HEC) and the Uni­ver­sity of St. Gallen (HSG), he began his career in invest­ment banking, as a fixed income trader at Salomon Brothers in London and Deutsche Bank in Frankfurt. Since summer 2000, Volker Varnholt has been living and working in Zurich. For the last nine years he has been involved in structuring fund solutions at PMG Investment Solutions. Before that, he worked at Clariden Leu (now Credit Suisse) in asset mana­gement and at Julius Baer.

Moderator

Thomas J. Caduff
CEO

Fundplat LLC
Badenerstrasse 144
8004 Zurich

+41-44-212 77 77 / E-Mail / Web

Thomas J. Caduff is the CEO of Fundplat LLC. He has worked in the financial industry for over 40 years. His professional experience includes roles at the stock exchange commissariat of the Canton of Zurich, Bank Vontobel, Credit Suisse and UBS. Thomas J. Caduff also served for three decades in one division and multiple brigades of the Swiss Army, as a communi­cation/media officer.

Archive

4th «Experts Roundtable», Lugano, 17.05.2022

3rd «Experts Roundtable», Lugano, 05.10.2021

2nd «Experts Roundtable», Lugano, 06.07.2021

1st «Experts Roundtable», Lugano, 06.10.2020

Platform of the Funds Industry Multimedia & Events

Zurich, St. Moritz,
Frankfurt & London

For professional investors

«Mountain Talks»

  • St. Moritz (Summer) 2023
  • St. Moritz (Winter) 2024
  • Impressions (Winter) 2023
  • Impressions (Summer) 2022
  • Impressions (Summer) 2021

«Experts Lunches» & Panels

  • Lugano, Zurich

«City x Mountain» Sessions

  • Zurich (Summer) 2023
  • Zurich (Winter) 2024
  • Impressions (Winter) 2023

Multimedia

  • Coffees
  • Handshakes
  • Interviews
  • Lifestyle
  • Newsletter
  • Newspoint
  • People
  • Picks
  • Roundtables
  • Snapshots
  • TV
  • Videos

About us

  • Team
  • Visibility
  • Press
  • Company

Offers

  • Services 2023
  • Services 2024
Newsletter Schweiz
For professional investors
Subscribe now to the free Fundplat Newsletter Schweiz in German. Once a week you will receive exclusive interviews and videos as well as stories and lifestyle from all over the world.
Subscribe
© 2023 Fundplat LLC, all rights reserved     Disclaimer    Privacy Policy

Plattform der Fonds-
industrie
Multimedia & Events

Für professionelle Investoren

  • Home
  • Summit (Sommer) 2023 - Deutsch
  • Summit (Summer) 2023 - English
  • Summit (Winter) 2024 - Deutsch
  • Summit (Winter) 2024 - English
  • Impressionen (Winter) 2023 - Deutsch
  • Impressions (Winter) 2023 - English
  • Impressionen (Sommer) 2022 - Deutsch
  • Impressions (Summer) 2022 - English
  • Impressionen (Sommer) 2021 - Deutsch
  • Impressions (Summer) 2021 - English
  • Session (Winter) 2024 - Deutsch
  • Session (Winter) - English 2024
  • Impressionen (Winter) 2023 - Deutsch
  • Impressions (Winter) 2023 - English
  • Lunches - Deutsch
  • Lunches - English
  • Roundtables - Deutsch
  • Roundtables - English
  • Coffees - Deutsch
  • Coffees - English
  • Handshakes - Deutsch
  • Handshakes - English
  • Interviews - Deutsch
  • Interviews - English
  • Events 2023 - Deutsch
  • Events 2023 - English
  • Events 2024 - Deutsch
  • Events 2024 - English
  • Newspoint - Deustch
  • Newspoint - English
  • People
  • Picks
  • Lifestyle
  • Über uns
  • About us
  • Angebote
  • Offers
  • TV - Deutsch
  • TV - English
  • Newsletter
  • Kontakt
  • Contact