ADVERTORIAL
NOTZ STUCKI
Over 50 years of success Mr Beat Notz laid the foundations of the Notz Stucki Group in Geneva in 1964 when he founded a management company. Later he joined forces with Christian Stucki’s firm to become Notz, Stucki & Cie SA.The group’s international development started in 1977 when an office was opened in London, followed by Bermuda (1986), Luxembourg (1990), Zurich (1991), Madrid (2012), Milan and Mauritius (2013). We spoke to Paolo Faraone, CEO of Notz Stucki Europe and Group Partner, about recent growth and future plans.
Notz Stucki Group in numbers
52 years of experience Over $8 billion AUM More than 50 funds under management Nearly 100 employees worldwide 8 offices around the globe Boundless commitment
H
ow has the group repositioned itself recently? P A O L O F A R A O N E The group moved in two new directions: expanding the Ucits product offering and undertaking a major redomiciliation and rationalisation project. The latter entailed bringing the proprietary alternative vehicles from offshore jurisdictions to Luxembourg (24 funds with more than USD4bn assets from five offshore jurisdictions), while at the same time improving liquidity. To achieve this, in 2010, Notz Stucki Europe developed its investment management and management company infrastructure. In 2013, Notz Stucki Europe became the first management company in Luxembourg to be granted licences under both Chapter 15 of the Ucits Law (17 December 2010) and AIFMD (Alternative Investment Fund Managers Directive), as well as the extended licenses covering both Ucits and AIF management company non-core/extended services, in derogation of art. 5(4). As such, Notz Stucki Europe is proud to have been the first Luxembourg “Super ManCo”. What makes the Notz Stucki Group special? Having brought together wealth management and investment skills, the company was quick to see the potential of alternative investment. It blazed a trail by investing with some of the great original talents in the field, including Steinhardt, Soros, Tudor and Bacon. Since then, Notz Stucki has become an expert in selecting leading managers in alternative and traditional asset management. We are constantly looking for managers capable of performing while also capitalising on diversification. The expertise of its experienced team enables Notz Stucki to offer a complete range of services internationally to both private and institutional clients. The group offers the benefits of a global approach that concentrates on four areas of activity: Discretionary portfolio management; Advice on portfolio construction and management; Investment funds, including white-label funds; and Funds services: fund engineering, pan-European distribution, ManCo services for third party Ucits. 06 —
PAOLO FARAONE CEO of Notz Stucki Europe and Group Partner.
— Supplément — Fonds d’investissement
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