Alberto Castelli and Caterina Giuggioli become shareholders

1 March 2021
Press release

THE TOP MANAGEMENT INVOLVEMENT IN THE GROUP’S SHAREHOLDING IS FURTHER STRENGTHENED AFTER THE RECENT INVESTMENT BY GUIDO BRERA, ROCCO BOVE AND MASSIMO TRABATTONI

Kairos announces that Alberto Castelli, CEO of the Group, and Caterina Giuggioli, Sales Director of Kairos Partners SGR, become shareholders of the Group acquiring an initial stake of 5% through the subscription of a dedicated capital increase.

Alberto Castelli together with Caterina Giuggioli, who was already a shareholder until  2018 before the sale to Julius Baer, strengthen the stake held by the top management alongside Guido Brera, founding partner and Chief Investment Officer, Rocco Bove, Head of Fixed Income and Massimo Trabattoni, Head of Italian Equity, who at the end of last year indirectly purchased, in the aggregate, approximately 30% of Kairos from Julius Baer, which continues to hold the majority stake.

This operation renews the partnership model which has distinguished Kairos since it was founded and represents a guarantee in terms of alignment of interests between clients and investors.

The ‘new course’ of the company in fact confirms its unique business model based on the integration of a dedicated asset management business and complementary wealth management service. In particular, over the last year Kairos has focused on relaunching new innovative products. This has enabled the company to offer the market various solutions that combine innovation with sustainability, assuming ESG principles constitute the new market standard generally but also in capital allocation and in investment decisions.

Alberto Castelli, CEO of the Kairos Group, commented: “I am enthusiastic about the progress that Kairos is doing in this challenging period, in which the company has been able to stand out for the excellent performance of its products. This is a strong signal that confirms the value of this extraordinary group and encourages us to always do our best along a new path of growth and renewal. A little more than a month after I joined, I would like to emphazise that my expectations have been confirmed: we can rely on an excellent team of great talent, which today represents the most important asset to focus on to continue with our strategy and that we will address in the business plan that we are completing and will present in the coming weeks”.

 

Press release

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