Filters

Investment Focus – “En marche”

Only weeks after his election, president Macron secured a commanding majority at the Assembly Such a majority will allow for a smoother implementation of his political agenda Corporate, labor & household reforms should be supportive of business & household confidence

Client experience matters as much as performance

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. 

DECALIA shortlisted in the “External Asset Manager” category of the WealthBriefing Swiss Awards

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 shortlisted in the “Fund Manager” category of the WealthBriefing Swiss Awards

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 […]

DECALIA accelerates its development in Italy through a distribution agreement with Allfunds Bank

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 […]

Claudia Eftimie joins DECALIA as Region Head for German-speaking Switzerland

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 […]