Innovation in wealth management is achieved naturally through technological developments, but also by optimising some of the intangible aspects of client relationship. In this respect, private banking could draw some inspiration from the technologies developed by luxury brands, who have become experts in the art of transforming a simple purchase into a total experience.
Our partner, Rodolfo De Benedetti, was interviewed on CNN Money Switzerland to share his view on the Italian economic recovery ahead of the elections.
In this article published in Le Temps of 19 February 2018, our CEO Alfredo Piacentini not only explains why banking disintermediation answers the needs of SMEs, but also how it offers new investment opportunities.
DECALIA Asset Management has entrusted Michele Pedroni with the management of DECALIA EUROPEAN CONVICTION, its European equity fund that aims to take advantage of the inefficiencies that exist in European markets. Michele Pedroni is now taking on the role of lead fund manager of the fund, after having fine-tuned its management process for 9 months. […]
DECALIA has been shortlisted as one of the 4 finalists in the ‘External Asset Manager‘ category of the 2018 WealthBriefing Swiss Awards. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have […]
DECALIA has been shortlisted as one of the 3 finalists in the ‘Fund Manager‘ category of the 2018 WealthBriefing Swiss Awards. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation […]
The trend is towards companies that meet the changes in consumer habits of the younger generations and the senior citizens, these demographic challenges of the new Millennium (BILAN article in French).
Allfunds Bank, the leading European fund distribution platform, will distribute the funds of the Geneva based asset management company. The newly-signed agreement appoints Allfunds Bank as primary distributor of the DECALIA Sicav in Italy and includes DECALIA’s sub-funds in Allfunds Bank’s institutional platform used by wealth managers and funds of funds. The DECALIA funds that […]
DECALIA Asset Management has recruited Claudia Eftimie as Region Head for the development of its asset management business in German-speaking Switzerland. Claudia Eftimie has more than 17 years’ experience in buy-side analysis and institutional sales with several major Swiss asset managers. After French-speaking Switzerland and Ticino, DECALIA is now tackling the Swiss-German market. The strategies […]
