> ARCA FONDI SGR: BEST SME EQUITY FUND ITALY 2023
Arca Fondi SGR, one of Italy’s longest-running asset management companies, is celebrating its 40th anniversary this year. The independent asset manager launched its first funds in 1984 — Arca BB and Arca RR — assets which have grown to a combined value of €4bn. Long-term Individual Savings Plans (PIR, in Italian) afford investors a means of supporting local SMEs while also reaping significant tax benefits. PIRs were first introduced by Italian budget law in early 2017 — but Arca Fondi SGR has been investing
in local talent since its inception. Thanks to an expansive distribution network, including over 8,000 branches and 100 banking partnerships, Arca Fondi SGR remains close to client needs and plugged in to potential new investment opportunities. It manages several funds providing excellent exposure to Italian stocks and bonds. The funds have differing initial payment minimums, with buy-ins from €100 to €50,000. Arca Fondi SGR launched a range of Italian Actions funds in 1992, the first and largest of
its kind specialising in Italian equities. Arca’s Real Economy funds cover a diversified mix of the Italian equity market and higher-yield EU corporate bonds. As of March 2023, Arca Fondi SGR had more than 860,000 subscribers and €36bn in AUM. Arca Fondi SGR boasts a prolific winning streak in the CFI.co awards programme, having first registered on the judges’ radar in 2015. The judging panel is pleased to announce Arca Fondi SGR as the 2023 award winner for Best SME Equity Fund (Italy).
> SegurCaixa ADESLAS: BEST INSURER SPAIN 2023
SegurCaixa Adeslas is Spain’s leading health insurance provider. It claims 30 percent of the national health insurance market — higher than the combined market share of its two closest competitors. It also ranks first on accident insurance and second among commerce and home insurers. In 2022, the company earned €4.4bn from premium revenues. Consolidated after-tax profits have risen at a compound annual growth of 13.7 percent since 2011. SegurCaixa Adeslas credits the boost to a strategy focused on profitable growth, which has enabled double the
turnover and fourfold the financial results over the past 11 years. The company also distinguishes itself in terms of digital transformation and patient proximity. SegurCaixa Adeslas has incorporated virtual functions to provide greater convenience and faster care, including video appointments and digitised prescription procedures. SegurCaixa Adeslas clients have access to a network of 217 hospitals and more than 48,000 health professionals and 1,360 authorised medical centres. The company runs 25 proprietary medical centres and serves almost six million insured
parties. SegurCaixa Adeslas has developed a digital health and wellbeing platform that encourages preventative practices and provides assistance with maternity and breastfeeding issues. It also launched a tri-annual product designed for SMEs, which promises no increase in premiums over a three-year period. In October 2022, SegurCaixa Adeslas became the first Spanish insurer to earn the AENOR certification in tax compliance. The CFI.co judging panel presents repeat programme winner SegurCaixa Adeslas with the 2023 award for Best Insurer (Spain).
Over the past three decades, Murdoch Asset Management has proven itself a preferential partner to private clients seeking to optimise their investments. The Hampshire-based firm manages more than £700m in client assets and offers a wide range of specialised investment services, with a strong focus on pensions, taxation and trusts. Murdoch has assembled a multidisciplinary team with the expertise and empathy to foster long-term relationships that enrich clients’ lives — and portfolios. Murdoch joined as a founding member of the growing network of independent
financial advisors (IFAs) under the Independent Wealth Planners UK (IWP) umbrella. The IWP partnership delivers benefits for regional IFAs in the form of improved tech infrastructure, streamlined regulatory compliance and recruitment assistance. IWP provides the backoffice support, freeing Murdoch to focus on delivering superior customer service alongside competitive investment returns. Murdoch Asset Management has dozens of team members — managers, analysts, advisors, administrators and assistants — pulling together to help clients achieve their goals. The firm has attained
the ‘gold standard’ accreditation of Corporate Chartered Financial Planner — a distinction held by only six percent of the UK’s financial planning businesses. Growth has been fuelled by increased advisory capacity and audience exposure. Murdoch Asset Management first placed in the CFI.co awards programme in 2021, with the panel commenting on the firm’s impressive track record of compound year-on-year growth. In 2023, for the third year running, the judging panel announces Murdoch Asset Management as the Best Investment Management Solutions (UK) award winner.
> MURDOCH ASSET MANAGEMENT: BEST INVESTMENT MANAGEMENT SOLUTIONS UK 2023
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