Strategic Partners
Hermes Investment Management
Federated Hermes Ltd. Is a global leader in active responsible investment. We are guided by the conviction that responsible investing is the best way to deliver sustainable wealth creation over the long term. Harnessing our deep resources and specialised expertise, we focus on meeting the evolving needs of investors around the globe. We offer a broad range of strategies from liquidity solutions through to high-active-share global and regional equities, active credit and private assets, alongside pioneering stewardship services.
AUM is US$701bn as at 31 March, 2023
UBP - Union Bancaire Privée
Nomura
The Nomura Asset Management Group is a leading global investment manager. Headquartered in Tokyo, Nomura has additional investment offices throughout the world including London, Singapore, Malaysia, Hong Kong, Shanghai, Taipei, Frankfurt and New York. With a global workforce of 1,378 employees it has been operating in Europe for more than 30 years. Today Nomura Asset Management provides its clients with a wide range of innovative investment strategies including global, regional and single country equities, high yield bonds and global fixed income strategies, with assets under management of $486bn as of May 2023
Allianz Global Investors
Allianz Global Investors is one of the world’s leading active investment managers. Understanding their clients’ needs in order to act to their best advantage is embedded in our business, using their insightfulness to partner with clients and to drive performance.
Allianz Global Investors works for many clients around the world. From pension funds, large and small, to blue-chip multinationals, from charitable foundations to families, individuals and their advisers. Allianz have created a business that enables them to meet the demands of their clients on a local basis and that empowers their investment managers to focus on achieving strong and consistent investment results.
Owned by Allianz SE – one of the world’s largest and most financially robust organizations
Octagon
Octagon Credit Investors, LLC is a 25+ year old, $34.9B below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity) investments. Through fundamental credit analysis and active portfolio management, Octagon’s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers. Octagon’s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable and scalable approach in its effort to generate attractive risk-adjusted returns for its investors
IVO
IVO Capital Partners is a France-based investment management firm specializing in credit, founded in 2012 by former Merrill Lynch managers. The company focuses on asset management and providing investment solutions, with a particular emphasis on credit investments and special situations. Our aim is to generate high risk-adjusted returns and significant long-term value. We employ detailed credit analysis and active management to capitalize on market inefficiencies. Currently, we manage €1.5 billion primarily through UCITS open-ended funds and managed accounts, invested in emerging market corporate bonds in hard currency.
EMPIRA
Empira Group is a leading player in alternative investments across Europe and the U.S. with €9 billion in assets under management.
We offer institutional investors a vertically integrated platform for participation and financing solutions.
Our real estate and capital market specialists have expertise across the entire residential and office real estate value chain.
Our headquarters in Zug, Switzerland, with offices in Germany, Luxembourg, U.S., UK, Sweden and Austria .
We are well-positioned to serve our clients’ needs globally.
Custody Banks
UBS
UBS– is a global firm providing financial services to private, corporate and institutional clients. Its strategy is to focus on international wealth management and the Swiss banking business alongside its global expertise in investment banking and asset management. In Switzerland, UBS is the market leader in retail and commercial banking. UBS is present in all major financial centers worldwide. It has offices in over 50 countries. UBS employs more than 65,000 people around the world. Its shares are listed on the SIX Swiss Exchange, the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE)
RBC
RBC– RBC is one of Canada’s largest banks as measured by assets and market capitalization, and is among the largest banks in the world, based on market capitalization. RBC is one of North America’s leading diversified financial services companies, and provides personal and commercial banking, wealth management services, insurance, corporate and investment banking and investor services on a global basis. RBC employs approximately 80,000 full- and part-time employees who serve more than 15 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 49 other countries.