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Gottex and Staples Rodway A.M. join to provide multi asset investment solutions in New Zealand

Thursday, May 30, 2013
Opalesque Industry Update - Staples Rodway Asset Management Ltd (Staples Rodway or SRAM), the investment management subsidiary of Staples Rodway group based in New Zealand, and Gottex Fund Management Sarl, the investment subsidiary of global alternative asset management group Gottex Fund Management Holdings Limited (Gottex), today announce a new joint venture in New Zealand, Gottex SR Funds Ltd (GSRF).

Gottex SR Funds will offer multi-asset investment products to New Zealand investors seeking diversified international investment exposure, combining Gottex’s well-established research, global reach and expertise in multi-asset portfolio construction and management with Staples Rodway’s excellent reputation for providing clients in New Zealand with sound financial advisory services.

Guy Holroyd is the Managing Director of GSRF, and the existing SRF International Capital Growth Fund, established in 2011, is being folded into the joint venture and rebranded as the Gottex SR Multi-Asset Global Fund. Bill Landes, Senior Managing Director and CIO of Gottex Multi Asset business, will be closely involved in the management of the fund.

Max Gottschalk, CEO of Gottex Asia, commented, “This is a further step in delivering our strategy for growth and follows the announcement earlier in May of our new partnership with Astmax in Japan. We have been expanding in the Asia Pacific region for some time and were looking for a partner in New Zealand, where we see significant opportunities for growth. We were attracted by the reputation and governance structure of Staples Rodway and its excellent asset management team. We believe we have found a very solid and talented partner. Together we combine the benefits of a strong New Zealand presence with access to a truly international fund management group.”

Guy Holroyd, Managing Director of GSRF, added, “We are seeing increased interest in our multi-asset fund, particularly from financial advisor groups and institutions who are looking to access reputable international portfolios, backed by the knowledge, expertise and credibility of a fund manager such as Gottex. We consider the products we can now offer through Gottex as being almost unique to New Zealand investors. “The key differentiator Gottex SR Funds provide is the combination of an international partner and the security of an existing and proven New Zealand operational base that falls under the governance and infrastructure of Staples Rodway - New Zealand’s leading independent accounting practice that has been a trusted advisor to New Zealanders for close to 70 years.”

About Gottex Fund Management Holdings Limited
Incorporated in Guernsey, Gottex is the holding company of a leading independent global alternative investment management group whose core business is providing investment management services to a diversified range of hedge funds, multi manager and multi-asset funds. In this capacity, the Gottex group provides portfolio selection and asset allocation advice, as well as risk management and investment monitoring and advisory services to a broad and diversified institutional clientele. In addition, Gottex group also structures and manages theme and geographically focused fund of hedge funds, multi asset endowment style products, bespoke managed accounts, private equity style real asset funds and provides related services, including a managed account platform and outsourced middle office services, through its subsidiary LUMA GSS.

With offices in Guernsey, Lausanne, London, Hong Kong, New York, Boston, Luxembourg and Zurich, the Gottex group advises funds that are invested with more than 150 managers around the world, investing in a wide range of strategies and geographies on behalf of predominantly institutional investors. As at 31 March 2013, Gottex had USD 6.4 billion of total fee-earning assets. www.gottexholdings.com

About Staples Rodway Asset Management Ltd.
Staples Rodway Asset Management offers specialist investment advice with the key objective to help individuals, families, trusts and charitable bodies create and protect their wealth. SRAM provides a highly personal investment management service to investors who do not have the time, resources or expertise to manage their portfolios. SRAM is part of the Staples Rodway group, an association of six independent accounting firms through New Zealand, providing businesses and individuals with a wide range of professional accounting advice and business related services. Staples Rodway is also the New Zealand independent member of Baker Tilly International providing its clients with the international links so necessary in today's business and accounting worlds. www.staplesrodway.co.nz

Press release

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