Quaero Capital (Luxembourg) SA, the Luxembourg-based entity of QUAERO CAPITAL, has been approved by the Ministry of Finance of Luxembourg and by the Commission de Surveillance du Secteur Financier (CSSF) as a Financial Sector Professional entitled to distribute units of UCIs. The approval has been granted with effect from 1 January 2019.
QUAERO CAPITAL is building on its Environmental, Social and Governance (ESG) capabilities with the hire of specialist ESG analyst Georgina Parker.
Georgina joins from the Swiss sustainable finance consulting firm Conser Invest. She will work with funds across the QUAERO CAPITAL investment department, identifying opportunities to expand and enhance their approaches to responsible investment. She began her career in 2007 as an equity analyst with Bessemer Trust, working in both London and New York.
QUAERO CAPITAL has moved to new offices in London’s West End following its recent merger with Asian fund management specialist Tiburon Partners.
The firm’s decision is based on the expansion of QUAERO following the deal with Tiburon whose staff have moved to the new office in King Street. They have been joined by the existing London based QUAERO staff who, until recently, like the Tiburon staff, had offices close to the new location. The enlarged entity is already trading under the QUAERO CAPITAL brand.
The new office underpins QUAERO’s commitment to the UK with a newly created single business which is managing some EUR2.1billion. In line with their shared boutique philosophy the combined business will remain 100% employee owned and continues to focus on highly concentrated, actively managed, value strategies.
QUAERO CAPITAL CEO Jean Keller said, “We are delighted to be working with our new colleagues in great offices, in an excellent location. We have joined forces with other excellent value specialists whose skills and expertise – in Japanese and Asian equities – 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.”
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 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 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 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.