View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. News
July 1, 2021

Lombard Odier partners with AXA IM to boost investment offering

By Patrick Brusnahan

Wealth manager Lombard Odier has expanded its PrivilEdge fund platform, through a partnership with AXA Investment Managers (AXA IM), to provide investors with more exposure to eurozone equities.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

PrivilEdge – AXA Eurozone aims to deliver long-term capital growth to investors through exposure to robust equities that exhibit repeatable and profitable growth patterns across the eurozone.

Managed by Christophe Pellion, Laurent Riera, and Jerome Antonini, the fund identifies 30-40 high quality companies that are resilient to market downturn. Furthermore, they must be well-positioned for the future.

This is checked with three principles:

  • The strategic vision and track record of management;
  • The viability of the business, and
  • Financial characteristics including recurring revenue growth, cash flows, and elevated profit margins.

In addition, the fund integrates ESG criteria, investing in alignment with the UN Global Compact Principles, excluding companies with an exposure to climate risks, or involved in the tobacco or defence sectors.

Stéphane Monier, Chief Investment Officer of Lombard Odier’s private bank, said: “This latest partnership with AXA IM perfectly complements the PrivilEdge platform’s innovative, flexible and differentiated range of fund solutions. PrivilEdge – AXA Eurozone offers investors the ability to invest in companies that are capturing structural growth opportunities and are well positioned to play an important role in the alignment of our economies with 2050 climate goals. We are delighted to add this strategy to our platform as we continue to diversify and build upon the range of strategies available to our clients.”

Hans Stoter, global head of AXA IM Core, added: “At AXA IM, we are delighted to have a partnership with such an esteemed partner like Lombard Odier. This new collaboration strengthens our strong mutual trust and long standing business relationship. With PrivilEdge – AXA Eurozone, clients will get involved in structural growth opportunities across the eurozone and will benefit from a responsible and sustainable disciplined approach. We look forward to making this strategy a success.”

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy
SUBSCRIBED

THANK YOU

Thank you for subscribing to Private Banker International