Mon, Aug 29, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Banque Morval Awards Latin American equity advisory mandate to Copernico Capital Partners

Monday, March 03, 2014
Opalesque Industry Update - Banque Morval S.A. announced that it has awarded a specialist equity advisory mandate to Copernico Capital Partners effective 10 March, 2014. Copernico is appointed as the investment advisor to Banque Morval in its capacity as investment manager of Willerequity Latinamerica (WE Latam), a UCITS IV specialist equity investment fund of Willerfunds Management Company S.A. (Willerfunds S.A.).

Banque Morval is a Swiss private bank with roots in Switzerland beginning in 1974 when it was first estab-lished as an independent wealth management company. Over the years, Banque Morval has built a robust reputation providing high-end wealth management services and investment expertise to its clients. Banque Morval obtained its current banking status in 1989 and is regulated by the FINMA (Swiss Federal Supervisory Authority of Financial Markets).

Copernico is a Bermuda registered, independent emerging markets investment management company spe-cializing in Latin America. The firm was founded in 1999 to take advantage of distressed valuations and to ex-ploit large market inefficiencies in the region mainly through investments in distressed opportunities and spe-cial situations. Copernico invests across a variety of asset classes (both in dollars and local currency) including fixed income and equity securities, both private and sovereign.The operating team is based in Buenos Aires, Argentina, with offices in Uruguay and the US.

“We have a longstanding commitment to the region which started in 1995 when we launched our Willerequity Latinamerica fund. We expect the relationship with Copernico, a firm that has a seasoned team of investment professionals with an extensive network of regional contacts, a commitment to deep fundamental research and a culture of capital preservation, to provide a differentiated understanding and perspective of Latin American equities and enhance our awareness of calibrated opportunities that exist in the region”, states Albert Mandic, a member of management at Banque Morval and Managing Director of Willerfunds S.A.

Copernico expects the mandate to provide it with an opportunity to contribute its skills and longstanding invest-ment expertise in Latin America for the benefit of WE Latam’s investors while also extending its reach to UCITS investors.

km

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new