2014 Insights

Letter to our stakeholders

2014 was a favorable year, both for our clients and for our group.

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Xavier Van Campenhout CHAIRMAN OF THE MANAGEMENT BOARD
Ludwig Criel Chairman of the board of directors

Key Events

January 2014

Creation of a new management company in Luxemburg, “Petercam Institutional Asset Management (Luxembourg) SA”, responsible for institutional and management activities.

October 2014

Granting of the AIFM license by the FSMA in Belgium to Petercam IAM SA.

Granting of the AIFM license by the CSSF in Luxemburg to Petercam IAM Luxembourg SA.

May 2014

Appointment of two new non-executive directors to the Board of Petercam: Jean-Baptiste de Franssu and Fabrizio Riccardi.

More info

New channels for personalized online experience

august 2014

Roll-out of social media presence on LinkedIn, Twitter, SlideShare and YouTube.

december 2014

Launch of new portal My Petercam, a personalized and dedicated area for each client.

Launch of Petercam App for portfolio consultation

More info (french)

Launch of new solutions

August 2014

Launch of a new dynamic patrimonial fund for investors with a higher risk profile seeking favorable risk/return characteristics.

Launch of a new government bond fund for investors seeking the diversification benefits of Euro government bonds with limited duration risk.

November 2014

Launch of fund of funds solution aiming to provide a steady and predictable income to investors seeking recurrent revenues.

Continued recognition in Sustainable Investment

September 2014

Novethic SRI Label for 3 sustainable funds (OECD bonds, emerging markets bonds, equities Europe).

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Sustainable Growth

December 2014 – Consolidated ifrs

  • 15% increase of net result to 24.9 million euro.
  • 7% increase of assets under management to 15 billion euro:
    • 6% increase in assets managed for private investors and families.
    • 8% increase in assets managed for institutional clients.
  • Shareholders’ equity amounting to 157 million euro.

Sustained investment banking activity

Some examples of equity capital markets, debt capital markets and M&A transactions over 2014:

Events after the end of 2014

January 2015

Signing of a memorandum of understanding with Bank Degroof with regards to a future merger.

More info

Key Figures

*Net of funds managed on behalf of Petercam Private Banking