The SFM Group aligns internationally renowned asset managers with its Sub-funds to offer investors access to the best these leading investment professionals in the world can provide.
Swiss & Global Asset Management (Luxembourg) SA, part of the GAM Holding, is the leading dedicated wealth manager in Switzerland. A singular focus on wealth management for discerning private and institutional investors is combined with a very straightforward organizational model. By concentrating activities on Asset Management, an exceptional level of client focus is achieved.
APS Asset Management Pte
Ltd („APS AM“) is an independent, employee-owned fund
management company based in Singapore and was established in 1995. The company
manages Asian equities and fixed income for its predominantly institutional
client. APS AM was one of the first foreign managers which started managed
domestic Chinese A-Shares after that market was opened to foreign investors in
2003. The company has offices in Singapore, Shanghai, Beijing, Dongguan, Tokyo
and New York.
CIMB-Principal Asset
Management is a premier Malaysian-based asset management company. As at
30 April 2008, its assets under management totals USD5.91billion. Its team
of dedicated investment professionals offers award-winning expertise in
equities, fixed income, cash and Shariah compliant fund management with a focus
on Asia ex-Japan markets. CIMB-Principal is jointly owned by CIMB Group Sdn Bhd
and the Principal Financial Group (USA).
Coronation Asset
Management („Coronation AM“) is one of the largest asset managers
in South Africa with an international presence. Coronation AM started out as an
owner managed business in July 1993. This culture of ownership is still evident
– staff own 34% of the business. The company headquarters are in Cape
Town, South Africa with further offices in the United Kingdom, Botswana and
Namibia. Coronation AM manages funds on a discretionary as well as
non-discretionary basis for among others retirement funds, governments in
Southern Africa, corporations as well as private individual accounts.
Delubac
Asset Management is the asset management arm of Banque Delubac &
Cie, a French independent private bank established in 1924. The portfolio
management company has specialised since its creation in fund picking (multi
management) and asset allocation. The company offers his clients discretionary
portfolio management services and collective investment vehicles. Under a family
banner with a growing reputation, Delubac Asset Management has notably developed
a niche expertise in emerging markets funds of funds.
Habib Bank
AG Zurich („HBZ“) was incorporated in Switzerland in
1967 and operates on four continents with its head office in Zurich,
Switzerland and branches in United Kingdom, United Arab Emirates and East
Africa, and has further subsidiaries in Canada, South Africa and Pakistan. The
bank is privately owned and managed by the Habib family, who have been actively
involved in banking for over 160 years. HBZ Private Banking provides
financial advisory services on a discretionary and non-discretionary basis to
private investors and also specializes in asset management services for
investors who seek exposure to the South Asian capital markets. HBZ operates in
Pakistan through its subsidiary, where it has built an extensive network over
the years.
INCA Investments,
LLC is an independent fund management company solely focused on the
markets of Latin America. The Company was established in 2004 and is a
Registered Investment Advisor with the Securities Exchange Commission of the
United States. INCA Investments is located in Miami, Florida, which is widely
considered to be the business hub for Latin America and provides the company
with a strategic location for monitoring the various markets of the region. The
investment team of INCA Investments is comprised of a group of dedicated Latin
American investment professionals. The senior investment staff has been
investing in the Latin American markets since the early 1990’s and are
supported by a group of analysts, who are specialists in the most important
sectors of the region.
Kuwait Financial Centre
’Markaz’ was established in 1974, and has become one of the
leading asset management and investment banking institutions in the Arab region.
The company was listed on the Kuwait Stock Exchange (KSE) in 1997 and is
rated BBB+ by Emerging Market Rating Agency Capital Intelligence. Markaz offers
full fledged services in asset management and investment banking. Tested through
challenging conditions on local, GCC and international stock markets for many
years now, Markaz Asset Management activity has consistently outperformed the
relevant benchmarks on its equity funds and managed portfolios.
Navina Asset
Management Inc. is a specialized global asset management firm with
interests and investments in Canada and around the world. Navina manages niche
oriented investment funds from growth to yield to specific geographic regions
and industry sectors. Navina takes a private equity approach to public markets,
engaging in extensive research and analysis of global trends and companies
poised to take advantage of them. Relationships with domestic and global
investment banks ensure Navina has access to top level research and analysts.
Partnerships with fund managers in Europe, the Middle East, Asia and South
America provide access to unique global deal flow. The firm draws upon the
experience of its partners and a distinguished advisory board to identify
sectors and asset classes that will deliver superior returns to its investors.
Navina is registered as an Investment Counselor/Portfolio Manager and Limited
Market Dealer in Canada and as a Foreign Institutional Investor (FII) in India.
New
Mellon is an independent, employee owned asset management company based
in Athens, Greece. It was founded in 2006, by a group of 4 ex-executives of
Greece’s largest independent fund management company. New Mellon has an
experienced team of investment professionals with extensive experience in money
and fund management. New Mellon’s objective is to deliver outstanding
investment performance in selected specialized investment sectors and in doing
so, deliver value to clients, employees and shareholders. With assets under
management rapidly approaching USD 100 million, New Mellon provides
financial advisory services on a discretionary and non discretionary basis to
private and institutional investors, specializing in sectors like Green Energy,
Climate Change Opportunities and BRIC products.
Nucleus Global
Investors is an independent global fund manager headquartered in
Sydney, Australia, specialising in global listed utilities and infrastructure
investments. The Nucleus management team has more than 35 years experience
in funds management. Nucleus Global Investors is jointly owned by the Principals
of Nucleus Global Investors and Susquehanna, one of the world’s largest
private financial institutions with over 1500 employees in offices across
the USA, Europe and Asia. Nucleus Global Investors offers investors the
independence and focus of a boutique funds management team, and the perspective
and resources of a large, global financial institution.
JSC Parex Asset
Management („Parex AM“) is registered in the Republic of
Latvia and is the asset management arm of Parex Banka, one of the leading
financial groups in the Baltic States. Parex AM is the largest investment
company in the Baltic Region with its core expertise focused on the Eastern
European markets. Parex AM also has subsidiaries in Lithuania, Russia and
Ukraine.
Piraeus
Bank (Cyprus) is a wholly owned subsidiary of the Athens-based Piraeus
Bank Group. Piraeus Bank (Cyprus) established itself in early 2008 through
the acquisition of the local operations of Arab Bank and provides full retail,
corporate, international banking, wealth management and asset management
services through a network of 15 branches. The Fund Management unit
consists of well qualified and experienced personnel and focuses on regional
markets including Greece and Cyprus. The Piraeus Bank Group is the 4th largest
Banking Group in Greece and was founded in 1916 and listed on the Athens
Exchange in 1918. Piraeus Bank Group has subsidiaries in 9 countries
outside Greece (Romania, Bulgaria, Ukraine, Serbia, Egypt, Albania and Cyprus,
as well as London and New York), Piraeus Bank Group has a youthful and dynamic
orientation and is well on the way to be one of the most prominent regional
financial institutions in Southeastern Europe & the Eastern Mediterranean.
Raiffeisenbank
a.s. („Raiffeisenbank“) is an important banking institution
that provides a wide range of banking services to private and corporate
clientele in Czech Republic. Raiffeisenbank is a member of the Austrian
Raiffeisen Financial Group with more than a 140-year history. Raiffeisen Group
belongs among the strongest financial institutions for commercial and investment
banking in all of Central and Eastern Europe, currently operates in
16 countries.
Reliance Asset
Management (Singapore) Pte. Ltd. (“RAMS”) is a private company with
limited liability incorporated in Singapore. Its is a subsidiary of Reliance
Capital Asset Management Limited, the largest asset management company in India
in terms of asset under management. RAMS is licensed by the Monetary Authority
of Singapore to carry out fund management services under the Securities and
Futures Act, Chapter 289 of Singapore. RAMS is an indirect subsidiary of
Reliance Capital Limited (“RCL”), a non-banking finance company engaged in
leasing, investment and other fund based activities.