Unigestion marks a history of innovation and integrating social responsibility in its 50th year
Unigestion has grown into a strong and stable European asset manager. None of this would have been possible without the talent, skills and dedication of our people. In particular Patrick Fenal, who joined Unigestion in 1979 and remains a Partner today, together with both Fiona Frick and Regis Martin, our CEO and Deputy CEO who joined the Company in the early 1990s. Their vision and teamwork, together with that of everyone in this business, remains critical to our success.
Unigestion, the independent, specialist asset manager, is celebrating its 50th anniversary in 2021 – marking 50 years of innovation on behalf of clients and the integration of social responsibility into the business.
The Company, which was established in Geneva during 1971 by Henri Sabrier, was bought by his son, Bernard in 1976 and as highlighted in this video, has evolved from its roots as a bond fund manager into a significant player in Europe, covering four areas of expertise: equities, private equity, liquid alternatives and multi-asset.
During this time, Unigestion has navigated and grown through several market cycles and crises including the recession of 1973 – 1975, the tech-fuelled bust of 2000 and the global financial crisis of 2007 – 2008, as well as the Covid-19 recession in 2020. It has achieved this by attracting and retaining key talent who have worked together to adapt and deliver innovative solutions for institutional clients.
Over this period, Unigestion has anticipated several major trends, including hedge funds, private equity, minimum variance and liquid alternatives. In addition, while focused on organic growth, the Company also undertaken some notable M&A activity through the acquisition of Banca della Svizzera Italiana (BSI), then the fourth largest Swiss bank, in 1987 (later sold to Swiss Bank Corporation), and the acquisition of mid-market private equity specialist Akina in 2017. Unigestion now manages assets of $21bn.
Over the past two decades, Unigestion has also integrated social responsibility into its business; developing its capabilities as a responsible investor and moving from a shareholder model of ownership to a stakeholder model. Unigestion’s largest shareholder is now the Swiss-regulated* FAMSA Foundation, established by Bernard Sabrier 10 years ago to contribute to a wide range of projects in the charitable, educational, cultural and medical fields. In addition, over 84% of the assets managed by Unigestion are now covered by ESG considerations.
For the future, we want to continue providing our clients with investment solutions that meet their performance objectives. By achieving this we can not only deliver industry-leading organic growth over the long term but also make a positive contribution to society: help people fund their retirement, promote long-term value creation and inclusive capitalism, develop investment solutions that contribute to solving social and environmental problems and, distribute dividends to the FAMSA Foundation to grow its philanthropic activities.
Note: * Foundations in Switzerland are subject to regulatory supervision by The Federal Supervisory Authority of Foundations and are autonomous legal entities irrevocably committed to carry out their defined purpose. The FAMSA Foundation aims to initiate, promote and / or support national and international projects in the fields of environmental protection, culture, humanitarian aid, education and health as well as sport and research.
Unigestion is an independent, specialist asset manager providing innovative, tailored solutions for investors worldwide. For more than 50 years we have stayed true to our conviction that intelligent risk-taking is key to delivering consistent returns over time. Today, we are responsible for over $21.5bn in assets under management across our four areas of expertise – equities, private equity, liquid alternatives and multi asset – with the majority of our assets covered by ESG considerations.
Helping our clients achieve investment success drives everything we do. We take the time to truly understand their requirements and work with them to create tailored solutions that meet their specific needs. Our focus on understanding and anticipating risk as a means to outperform sets us apart. Risk management is part of our DNA, our culture and defines everything we do. By taking risk in a measured, informed way, we aim to deliver superior performance for our clients.
Headquartered in Geneva, Unigestion has a global presence that extends across Europe, North America and Asia. We are privately owned, with a shareholder structure designed to ensure our long-term stability and align our interests with those of our clients.
Source: Unigestion as at 31.03.2021
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Additional Information for US Investors
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