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QUAERO CAPITAL wins best European Equity fund award in Spain
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QUAERO CAPITAL wins top equity manager award in Switzerland
QUAERO CAPITAL has won a top award for being the ‘best group over three years’ in the ‘Equity small company’ category of the 2018 Thomson Reuters Lipper Fund Awards in Switzerland.
It’s the second time that QUAERO has won a Lipper award, which was recently presented at the Lipper Fund Awards ceremony in Zurich.
QUAERO won the award for its best overall investment performance in the boutique Equity asset manager space, for consistent returns over three years.
QUAERO CAPITAL CEO Jean Keller said, “We are delighted to have received this award for the second year running, a tribute to our continued efforts to produce consistent performance for our clients”.
QUAERO CAPITAL supports continuing education in Spain
QUAERO CAPITAL has joined forces with the Spanish arm of the European Financial Planning Association (EFPA) to promote continuous education for financial advisers. Courses, conferences and seminars will allow participants to get different EFPA certificates before MiFID comes into force: European Investment Assistant (EIA), European Investment Practitioner (EIP), European Financial Advisor (EFA) and European Financial Planner (EFP). These trainings comply with the requirements of the European Securities and Markets Authority (ESMA).
QUAERO CAPITAL will support ESPA Spain’s task of certification, as well as other projects of the Association, in order to adapt the offer of financial products to current legislation and recommendations. EFPA Spain will assist QUAERO CAPITAL in the development of initiatives promoting innovation in portfolio management and the design of financial instrument.
Following this agreement, EFPA Spain now has 57 corporate partners, including some of the main domestic and international banking entities and asset managers.
QUAERO CAPITAL and Tiburon Partners join forces
QUAERO CAPITAL and London based Asian fund management specialist Tiburon Partners today announce that, subject to FCA and FINMA approval, they will join forces.
The tie-up, under the QUAERO CAPITAL brand, will form a single business managing more than USD 2.3 billion.
In line with the shared boutique philosophy the combined business will remain 100% employee owned and continue to focus on highly concentrated, actively managed, value strategies.
QUAERO CAPITAL CEO Jean Keller said, “We are delighted to be joining forces with another excellent value specialist as our skills and expertise are wholly complementary. We are also excited to have a substantial presence in London – one of the key centres for investment talent in the world.”
Tiburon Partners’s senior partner Rupert Kimber said, “QUAERO CAPITAL’s managers think and work like us. They have a similar investment approach based on value orientated, concentrated portfolios. So, naturally, we are keen to partner with a firm which shares our philosophy, and can take our offering more widely around Europe.“
QUAERO CAPITAL launches Accessible Clean Energy fund
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QUAERO CAPITAL ‘invests away from the crowds’ and backs ‘New Europe’ into the UK
QUAERO CAPITAL has introduced Arrash Zafari’s ‘New Europe’ equity fund into the UK.
The introduction of Zafari’s New Europe fund, extends QUAERO CAPITAL’s existing European small and mid (SMID) cap capabilities to include companies from Eastern Europe, as well as other ‘peripheral’ states, such as Greece, Turkey and Russia.
Argos Funds to change name to Quaero Capital Funds (Lux)
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QUAERO Capital strengthens global distribution through agreement with Allfunds Bank
QUAERO Capital is strengthening its European and worldwide distribution capability with agreement from Allfunds Bank to make QUAERO Capital funds available on its global platform.
The move will see QUAERO Capital’s range of SICAV sub-funds made immediately available, where its funds are registered, to fund selectors in the two dominant European cross border markets of Italy and Spain, as well as in Switzerland and France.
The move will also position QUAERO Capital for expansion in over 40 countries in which Allfunds has a presence – in regions such as Asia where QUAERO Capital reached a distribution agreement with Peak Capital in January.
The arrangements with Allfunds were spearheaded in Iberia by QUAERO Capital’s Amancio Perez who will oversee the business development for the QUAERO Capital funds in the region. Amancio will also be looking to expand QUAERO Capital, through global third-party marketers, into Latin America. Allfunds has established a considerable presence in Latin America – with distribution agreements in most South American countries and local offices in Chile and Colombia.
Michaël Malquarti joins QUAERO as Senior Portfolio Manager
QUAERO Capital has appointed Michaël Malquarti as Senior Portfolio Manager.
Malquarti, a specialist in multi-manager and alternative strategies, will manage the Long/Short European Equity fund and assist Cristofer Gelli in the management of asset allocation strategies. Prior to joining QUAERO Malquarti was Head of Manager Research & Alternative Investments at SYZ Asset Management.
Holder of a PhD in Cosmology from Sussex University and of a Master in Mathematical Physics from the University of Geneva, Michael Malquarti has held several positions in fund analysis and selection, multi-manager portfolio management and risk management.
Malquarti recently promoted his ideas in the media for the use by the Swiss National Bank of new tools in monetary policies and is currently preparing the publication of a book on the reform of the monetary system.
Read the media release
QUAERO Capital appoints Francesco Samson as Group Chief Operating Officer
QUAERO Capital has appointed Francesco Samson as its Group Chief Operating Officer, as of April 1st (subject to Swiss Financial Market Supervisory Authority FINMA’s approval). Samson joins from Brevan Howard in Switzerland, where he was Head and Chief Operating Officer of the Geneva office and a member of the Executive committee of Brevan Howard Investment Products Limited in Jersey. He has considerable experience in the asset management business, built up over more than 20 years. Prior to his last post, he spent 10 years at Nyon-based EIM SA, where he was Partner, Group Chief Operating Officer and member of the Executive Committee. He also led M&A activity for the Swiss firm, built its managed account platform and oversaw business development and corporate communications.
Previously, Samson worked at Citigroup’s EMEA Private Bank, where he led the growth strategy for the region, building and leading two front office teams. He started his career in the chemical industry prior to joining McKinsey Switzerland where he focused on finance, telecom and transportation corporates. Fluent in Italian, French, English and German, Samson has an MSc from the Swiss Federal Institute of Technology (“EPFL”) in Lausanne, Switzerland, and an MBA from INSEAD.
Jean Keller, CEO of Quaero Capital said: “We are delighted to welcome Francesco to our team. His experience and energy will strengthen our structure and help us plan for the growth of our business. Over the past 3 years we have experienced healthy growth in our assets under management and we are convinced that the arrival of Francesco will help us execute our ambitious business plan.”
Francesco Samson said: “I am excited at the opportunity that joining Quaero Capital presents. With growing international reach, an interesting product range and solid growth already under way, I look forward to helping develop a dynamic business that is truly focused on client requirements.”