Art of investments


VTB Capital Investments named investment advisor by Generali

Feb 18, 2019
VTB Capital Investments won an advisory mandate from Generali Investments CEE. Per the agreement, VTB Capital Investments will provide advisory services on Generali's Russian public market portfolios. The advisory services will consist of model portfolios, analysis, provision of macro models, FX forecasts, amongst others.‎
This agreement is the first step in a strategic long-term partnership planned for the two groups in Russia. Potential future cooperation between the two groups could include full discretionary asset management services and launch of Russia-dedicated funds across multiple asset classes.

Vladimir Potapov, VTB Capital Investments CEO, said: "We are pleased to be selected by a world leading institution, Generali, as their trusted partner for Russia. This is the first step in an important and strategic long-term cooperation. This agreement exemplifies the growing trend of international investors looking for the advantage of on-the-ground presence and local expertise in Russian public markets by leveraging the VTB Capital Investments team and knowledge as the leading Russia dedicated investment manager. This partnership further validates VTB Capital Investments as an internationally recognized institutional asset manager”.

Josef Beneš, CEO of Generali Investments CEE, stated: “This strategic long-term partnership with VTB Capital Investments is another important step of Generali in Austria, CEE & Russia Region. It is of our importance to rely solely on strong business partners with the highest level of expertise as we aim to strengthen our presence in the Russian market. With our partner´s professional asset management counselling we will only enhance the quality of our services in order to offer the best investment solutions to the clients”.

For reference:
VTB Capital Investments, ‎part of VTB Group, is the largest and top ranked Russian investment management business with US $22 billion of AUM, dedicated to providing world class investment solutions to more than 300,000 clients via its experienced and award winning Moscow-based team.‎
VTB Capital Investments provides a full range of investment services and consists of: VTB Capital Investment Management – the largest asset managers in terms of total AUM for local and international investors, VTB brokerage department, which services retail investors, VTB Capital Broker – provider of brokerage services to institutional clients, VTB Forex – provider of retail FX services.
Generali Investments CEE is the largest asset management company in the Central and Eastern Europe. At the same time, the company is the captive asset manager of Generali CEE Holding B. V. in 12 countries in the Austria, CEE & Russia Region. In the Generali CEE Holding, Generali Investments CEE manages assets in the total amount of EUR 17 billion. The company is part of the Generali Group, an independent Italian Group, with a strong international presence. Established in 1831, it is among the world’s leading insurers and asset managers and it is present in over 50 countries with total premium income exceeding €68 billion in 2017. With over 71,000 employees in the world, and 57 million clients, the Group has a leading position in Western Europe and an increasingly significant presence in the markets of Central and Eastern Europe and in Asia.

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