W&F Issue 3 2018

www.wealthandfinance-news.com 28 Wealth & Finance International - Issue 3 - 2018 TCA provides four complimentary activities: Wealth Management; M&A Advisory; Corporate Services and Fund Services, all to private and institutional clients (fund managers, external asset managers and corporate clients). Therefore, the firm offers innovative, transparent and global solutions for private, institutional and corporate clients in order to propose a one-stop-shop approach. Ludovic outlines these four services to us, detailing the important factors of each service and what the client can come to expect. “Firstly, on the Wealth Management side, we propose portfolio management (Private Banking services) and advisory. We use our asset management experience, research capabilities and market knowledge to provide private banking clients with clear added-value on traditional investment. The firm operates under tailored discretionary mandates, mainly invested in traditional assets. “Additionally, on the Fund Services side, we assist so called “Fund Managers” or to advise them on the establishment or development of their own funds whilst enabling them to retain strategic independence through outsourcing issues related to administration, middle office, risk monitoring, client inquiry management, marketing etc., allowing managers to focus on generating alpha. “With regard to our Corporate Finance activities, we help companies that are already generating cash flow to realise short term projects such as leveraged buyouts, management buyouts, mergers and acquisitions, launch new activities, provide bridge financing and fund research and development. Also, we advise companies and individuals on transactions assistance and Due Diligences on site. “Lastly, our Corporate services solution consists of providing clients with tailored assistance to achieve critical objectives, as well as addressing the concerns that matter at both their personal and business levels. These include management of private and family wealth, estate and inheritance planning, day to day financial administration or set-up and management of companies and/or philanthropic entities.” Always working with a view to the future, TCA aim to the best service possible to clients, whether it be through customer service or results. Ludovic elaborates on the steps that the company takes to achieve this. “The firm was established to bear in mind any forthcoming regulatory changes and evolving client needs over the long term (i.e. greater efficiency, higher service levels, global banking and choice of TCA Asset Management is a multi-boutique asset management firm established in Geneva in 2011. Ludovic Bonnamour provides us with an overview of the services that the firm offers, outlining its specialist areas as well as the aspects of the company which help it to stand out amongst its competitors. Versatile and Tactical Management 1803WF09 services). The business was structured from a risk management perspective, rather than the usual business model adopted by EAMs of just pooling assets. This model brings a long-term perspective for both internal and external clients, enabling the company to grow continuously. “Essentially, our mission is to service clients with minimum limitation and maximum flexibility, both of which come from a range of services to the type of transactions. Also, we aim to tailor solutions and evolve with clients. We might not have 100% of solutions, but we do not limit ourselves and like listening to every single one of clients’ concerns.” Taking an active role in the company’s work, Ludovic aims to build and develop the team and the company to improve every day. He is involved in global management and business development, and looks to assist the team in any way he can. He further explains his role to us. “I have worked for 15 years in finance and be able to acquire skills and knowledge from international companies such as Allianz and HSBC in several functions from risk management to advisory services, and alongside internal and external clients in retail banking, private banking and corporate banking activities. Specialising in alternative investments as well as in quantitative fields, I worked in the hedge funds industry, credit advisory, portfolio leverage analysis, Basel regulatory capital requirements and lending activities, while liaising with group offices before developing new services from TCA Asset Management since 2011.” He describes what techniques the firm uses to stay ahead of any advances which are arising on a daily basis within the industry. “Here at TCA, we are always looking ahead. Also, we are careful with our recruitment structure, and have invested in an international team with a mixed cultural approach, as well as investing in technologies to keep up to date with requests. In terms of communicating with each other and keeping up with the relevant trends, we are always meeting peers and recurrent step back (including brainstorming with team).”