Mark E. Stoeckle, Chief Executive Officer and Senior Portfolio Manager talks about the core strategies Adams Funds offers. He explains the investment approach of the US small cap product, the UBAM Adams small cap fund.
The annual meeting of Family Offices and UHNWI from all over the world, a truly global professional gathering taking place in Zurich on 8-9 November.
Lars Schickentanz, the lead portfolio manager of the ANIMA Star High Potential Europe, gives insight about his fund. He discusses the trading books, the positions and what influences him most in the given market environment.
While electronic platforms are quite common for many assets, wealth managers have been slow to adapt. Many reasons force them to change this view with drastic consequences.
Laurent Nguyen explains how he combines financial analysis with multi-dimensional ESG analysis in the Pictet European Sustainable Equities fund.