05/11/2010
14.00 p.m.
Press Release
New international alliances for Banca Mediolanum
Banca Mediolanum announces that it has recently signed a series of new alliances with three of most prestigious international investment houses:
DWS Investments, of the Deutsche Bank group, and
Franklin Templeton Investments and
PIMCO of the United States, the latterof the Allianz group.
The new alliances, added to those concluded in March 2008 with
BlackRock,
J.P. Morgan Asset Management and
Morgan Stanley Investment Management, represent asset management instruments available for the entire Italian market.
Today savers can invest in all the geographical areas and industries in the world. To do this effectively requires a local physical presence, valid portfolio management teams, and specific know-how that only the largest international firms can have. This was the rationale of the strategic decision for an alliance between Banca Mediolanum, which has shown great advisory capacity for its customers, and the major international asset management houses, which have demonstrated they have the know-how and dimensions to generate strong results.
Because of the recognized success of the instruments fostered by the initial partnerships, from the standpoints of both inflows markedly opposed to the market trend and performance, the collaboration with Banca Mediolanum has become not only a source of excellent business in these difficult times but also a status symbol for the companies involved.
By offering extreme diversification of investment possibilities for Mediolanum customers, the new instruments will cover the particular market segments that, thanks to the specific experience of the new partners, not only enrich the offering available to the Family Bankers and Private Bankers of Banca Mediolanum but will also identify it with the maximum quality to be found in the market.
DWS Investments will detect the megatrends that will guide the transformations in the world economy, including growth in the agro-food business, sustainable development (and thus energy savings), and the increase in infrastructure investments.
To have a strong presence in the development of the emerging countries, which will surely have stronger growth rates than the other countries, a partner like
Franklin Templeton Investments, specialized in those countries, will certainly bring healthy results.
Lastly, to combat inflation, the coming future enemy that will affect all the world markets and threaten our savings, the bank will be relying on the offerings of
PIMCO. Savings can be allocated to provide real income in funds that operate in bonds indexed to inflation, commodities, real estate investments, etc.
These three proposals join the international lines that were already part of Mediolanum Best Brands, and the thus far have given exceptional results, especially in combination with an accumulation plan, so the effectiveness of the value added of Family Bankers' advisory is evident, thanks in part to the products they have, becoming the boutiques of the investment boutiques.
"Today competition in the various market sectors is fierce, so recourse to excellence of this type is the best way to win the battle with the competition,”
Ennio Doris, Chairman of
Banca Mediolanum, eclares and adds: “Italian excellence has taken its manufactured products around the globe, and thanks to these alliances, we shall accompany Italian savings throughout the world wearing an Italian jersey".
"Mediolanum Best Brands represents a highly interesting opportunity for Italian savers, giving them access to the best investment solutions at the international level," sustains
Mauro Castiglioni, Managing Director and Head of Distribution of
DWS Investments (Italia). He goes on to say: "Mediolanum DWS MegaTrend Selection, in particular, captures the most significant trends in a fast-changing global economic context by actively and dynamically selecting the main macrotrends: agribusiness, climate change, new resources, the development of infrastructure, and increasing consumer spending in the emerging countries".
"Thanks to the partnership with a market leader like Banca Mediolanum, the Franklin Templeton group takes another important step forward in its strategy to develop and consolidate the Italian market,” says
Sergio Albarelli, Senior Director Italy Spain and
France for
Franklin Templeton Investments. " “The high quality of the Banca Mediolanum network, along with our high specialization and experience in asset management, promises to reserve enormous satisfaction to both".
"The fund of funds we have created specially for Banca Mediolanum represents a unique, exclusive solution that combines and makes available the best opportunities and the best resources of our investment offering, partly through broad, strong strategic diversification,” assures
Alessandro Gandolfi, Senior Vice President and
Head of Business Development for Italy of
PIMCO. “Bill Gross, PIMCO's co-founder and co-head of investments, is the guide who has led it to international success. In the investment management sector, PIMCO is a firm that through the excellent leadership of its founder has grown and succeeded to become a major factor on the world financial scene".
The statements of the historical partners:Andrea Viganò, Country Head Italy -
BlackRock The fund of funds that BlackRock created for Best Brands of Banca Mediolanum offers the best of our entire product range in a single investment solution. In this way, BlackRock makes available to the final customer the best portfolio allocation in terms of weight of the principal equity asset classes diversified by style, geographical area and market capitalization. The rewarding investment experience offered by BlackRock added to the ability of Banca Mediolanum to assist its customers in their financial planning decisions and will provide more new opportunities through the development
of this winning strategy that continues to reward BlackRock as an excellent portfolio manager and the Family Bankers of Banca Mediolanum as excellent human relations managers.
Massimo Greco, Country Head -
J.P. Morgan Asset Management Italy "Even in a chaotic period for the world financial markets like the past two years, Best Brands has proven to be an excellent investment product precisely because of the factors and special features that make it unique. First of all, it is the result of a strong partnership launched between Banca Mediolanum and J.P. Morgan Asset Management, which in this way has united specific resources and expertise at the service of the final customer. And the composition and weighted management of the various financial portfolios of the customers by J.P. Morgan Asset Management, through the funds of Best Brands, distributed largely in the form of CAPs, capital accumulation plans, has enabled customers to invest in the financial markets in an efficient, structured manner".
Vittorio Ambrogi, Managing Director, Country Head -
Morgan Stanley Investment Management Italia "Best Brands rappresenta una soluzione d'investimento efficace, premiante e vincente perché unisce qualità e risorse diverse all'interno di un unico strumento finanziario: mette insieme, e valorizza al meglio, la grande conoscenza e vicinanza al cliente, e la forza distributiva e commerciale, da parte di Banca Mediolanum, con le capacità di 'asset allocation' e composizione del portafoglio finanziario, per ogni profilo di investitore, da parte di una grande società di gestione di livello internazionale come Morgan Stanley Investment Management. È una formula d'investimento che, comprendendo al suo interno l'offerta dei nostri Fondi comuni, ci permette di mettere a disposizione del cliente finale il meglio delle nostre capacità di gestione finanziaria in un unico prodotto, che quindi risulta estremamente competitivo e vantaggioso".
Milan, 11 May 2010
Contacts:
Direzione Relazioni con i Media
Gruppo Mediolanum
Roberto Scippa
Tel +39 02 9049 2902
mobile +39 335 8166556
e-mail: gmmedia@mediolanum.it |
