News archive
News
15 August 2023
New addition to the sales team: Serafin Asset Management GmbH expands team of experts
Frankfurt-based Serafin Asset Management GmbH is strengthening its sales team: Eylem Cetin-Hansmeyer is moving to the Frankfurt-based asset manager from her position as sales manager at Universal Investment, where she actively advised and supported clients. Her other positions include AXA Investment Managers Germany and Deutsche Bank. Born in Aachen, she will provide competent and goal-oriented support to Peter Beyer's Frankfurt team in its core market of Germany.
Go to press release26 July 2023
Serafin Innovation Hub experts present the unique Serafin analysis approach
In the two video clips, Dr. Julian Kauffeldt and Dr. Niklas Bayrle present the unique Serafin analysis approach, which is used to identify companies with above-average innovation efficiency. The cross-sector analysis approach is a key success factor in the existing successful investment concept of the two Serafin innovation equity funds - Alpora Innovation Europe and Innovation World Large Caps.
Go to videoclips13 July 2023
Serafin Asset Management Half-Year Reports 2023 once again available as video recordings
We are very pleased to once again also present our fund half-year reports to you as video productions. Our portfolio managers look back at the first half of 2023.
By clicking on the link below, you will be taken directly to our video recordings in German (English is available as subtitles. Please activate the corresponding function on your device before starting the videos).
Go to videoclips29 March 2023
Best in class awards in the Fonds'23 magazine of «Finanz und Wirtschaft»
As every year, the new issue "Fonds'23" of «Finanz und Wirtschaft» has ranked the best funds over a 3-year period.
We are very pleased that two of our funds, the AMG Schweizer Perlen Fund and the ALPORA Innovation Europe Fund, are among the best in their category. The ALPORA Innovation Europe Fund took first place in the European equities category and, with a performance of 34.3%, is around 10% ahead of the second best fund!
Go to article28 March 2023
Serafin Asset Management acquires majority stake in Artico Partners Ltd
Serafin Asset Management acquires a majority stake in Artico Partners Ltd, Zurich (Switzerland), thus expanding its expertise to sustainable funds in accordance with Article 9 SFDR.
Artico's equity expertise in the emerging markets sector complements Serafin Asset Management's existing expertise profile perfectly.
The complete takeover is planned for mid-2024.
16 March 2023
Change of name to Serafin Asset Management Ltd
The strategic cooperation between Serafin Asset Management GmbH, Frankfurt am Main (Germany) and AMG Fondsverwaltung AG, Zug (Switzerland), which was already initiated in September 2022, will be further expanded.
As planned, Serafin Asset Management Holding GmbH, Munich (Germany) increased its stake in AMG Fondsverwaltung AG at the end of February 2023 and now holds 75 percent of the company shares. As part of a unified market presence, AMG Fondsverwaltung AG will now be renamed Serafin Asset Management Ltd with offices in Zug and Nyon (Switzerland). The current founding shareholders will continue to be associated with the company.
Go to press release12 January 2023
AMG Fondsverwaltung AG expands sales team
AMG Fondsverwaltung AG («AMG Fonds») is strengthening its sales organisation in the context of its strategic cooperation with Serafin Asset Management. The communication and marketing activities of the cooperation partner Alpora AG will be integrated into AMG Fonds.
Daniel Durrer (formerly GAM Investments Zurich) takes over the management of the newly created «Global Fund Distribution» division, while Niels Fetkenheuer (formerly Alpora AG) is responsible for Product Marketing. There will be no changes in the existing support for clients and business partners. The persons currently responsible at AMG Fonds will continue to look after clients.
Go to press release9 January 2023
AMG Fund Full-Year Reports 2022 once again available as video recordings
We are very pleased to once again also present our fund full-year reports to you as video productions. Our portfolio managers look back on the past year and give you a brief outlook for 2023.
By clicking on the link below, you will be taken directly to our six video recordings in German (English is available as subtitles. Please activate the corresponding function on your device before starting the videos).
Go to videoclips21 September 2022
AMG Fondsverwaltung AG enters into strategic cooperation
AMG Fondsverwaltung AG («AMG Fonds») and Serafin Asset Management Group («Serafin AM Group») agree on a strategic cooperation. Alpora AG (as part of the Serafin AM Group) and AMG Fonds are specifically deepening their successful cooperation in the existing innovation funds.
The aim of the companies involved is to establish a high-quality and future-oriented asset manager. The recipe for success in this endeavour is the interaction of the three companies.
Go to press release1 July 2022
AMG Fund Half-Year Reports once again available as video recordings
We are very pleased to be able to present our fund half-year reports once again as video productions. Our portfolio managers look back at the first half of 2022 and give you a short outlook for the second half of the year.
By clicking on the following link, you will be taken directly to our six video recordings in German (English subtitle available. Please enable it on your device before watching the video).
Go to videoclips13 April 2022
Organisational changes in the Executive Board and Portfolio Management at AMG Fondsverwaltung AG
Birgit Heim has decided to leave AMG Fondsverwaltung AG («AMG Fonds»), which we very much regret.
Patrick Hofer will therefore take over as the main portfolio manager for both innovation funds with immediate effect. He has been a reliable member of the AMG Fondsverwaltung AG team since 2007 and has been jointly responsible for the management of both funds since their launch.
Christian Bader will be the responsible portfolio manager of the AMG Europe Fund. He has been with us as an analyst for European Equities since the beginning of 2021.
Read more about the changes in the Portfolio Management Team in the press release.
Go to press release17 March 2022
New Portfolio Manager at AMG Fondsverwaltung AG
At AMG Fondsverwaltung AG («AMG Fonds»), Ronald Wildmann will take over as portfolio manager for the two Swiss equity funds AMG Substanzwerte Schweiz and AMG Schweizer Perlen as of 19 April 2022. Together with Patrick Hofer, Ronald Wildmann will continue to implement the strategy adopted for both funds.
We warmly welcome Ronald Wildmann to our team.
16 March 2022
ALPORA Innovation Europe Fund - Again winner of the Refinitiv Lipper Fund Awards 2022 Switzerland and Germany
AMG Fondsverwaltung AG once again wins four of the coveted Refinitiv Lipper Fund Awards 2022 for the ALPORA Innovation Europe Fund. The fund receives the awards as the best fund in Switzerland as well as in Germany in the category «Equities Europe» over the last 3 and 5 years each. The fund has outperformed its benchmark by over 160% (as of the end of December 2021) since its launch in 2014.
Go to press release16 February 2022
Roger Fischer new member of the Board of Directors of AMG Fondsverwaltung AG
The General Meeting of AMG Fondsverwaltung AG elected Roger Fischer to the Board of Directors. As one of the founding shareholders, Roger Fischer served as CEO of the company until the beginning of 2021.
In the process of succession planning, Roger Fischer handed over the management of the company to Marcel Weiss and Birgit Heim as of 1 January 2021.
The Board of Directors now consists of 5 members: Erhard Lee (President), Carlo de Paoli, Bruno Christen, Roger Fischer and Anuschka Küng.
Go to press release1 February 2022
AMG Fonds webinar on February 22, 2022: «ESG in Gold Production - Facts and Figures»
Investing in gold and in shares of gold producers is controversially discussed under ESG aspects. Bernhard Graf, Co-Portfolio Manager of the AMG Gold - Mines & Metals Fund, informs in the webinar about facts and figures and how the gold industry actively deals with the topic of sustainability.
Register today for this webinar in German (link) or English (link).
We look forward to your participation!
10 January 2022
AMG Fonds Full-Year Reports once again available as video recordings
Once again, we are very delighted to present our full-year reports to you in the form of video productions. Our portfolio managers look back on the past year and give you a short outlook for 2022.
By clicking on the following link, you will be taken directly to our six video recordings in German (English subtitle available. Please enable it on your device before watching video).
Go to video clips16 December 2021
AMG Fonds new on the fund platform of ALLFUNDS BANK and ALLFUNDS BANK INTERNATIONAL
AMG Fondsverwaltung AG («AMG Fonds») is now making its equity funds AMG Europe, AMG Gold - Mines & Metals, AMG Substanzwerte Schweiz and ALPORA Innovation Europe available on the fund platform of ALLFUNDS BANK and ALLFUNDS BANK INTERNATIONAL. This will make it easier for ALLFUNDS customers to access the products of AMG Fonds.
Go to press release22 November 2021
ALPORA Innovation Europe Fund - Winner of the Scope Award 2022 Switzerland and Germany
AMG Fondsverwaltung AG wins the Scope Award 2022 for the ALPORA Innovation Europe Fund. The fund receives the award as best fund in Switzerland and Germany in the category «Equities Europe». The fund has outperformed its benchmark by over 170% (as of the end of October 2021) since its launch in 2014.
Go to press release1 July 2021
AMG Fund Half-Year Reports for the first time available as video recordings
We are very pleased to be able to present our fund half-year reports for the first time as video productions. Our portfolio managers look back on the first half of 2021 and give you a short outlook for the second half of the year.
By clicking on the following link, you will be taken directly to our six video recordings in German (English subtitle available. Please enable it on your device before watching the video).
Go to video clips16 March 2021
ALPORA Innovation Europe Fund – Again winner of the Refinitiv Lipper Fund Awards 2021 Switzerland and Germany
AMG Fondsverwaltung AG once again wins two of the coveted Refinitiv Lipper Fund Awards 2021 for the ALPORA Innovation Europe Fund. The fund receives the award as the best fund in Switzerland as well as in Germany in the category «Equities Europe» over the last 5 years. The fund has outperformed its benchmark by over 120% (as of the end of February 2021) since its launch in 2014.
