Asset Management & Securities Services
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Our Asset Management and Securities Services business offers a broad array of investment strategies, advice and planning across all major asset classes to a diverse group of institutions and individuals worldwide.
We provide prime brokerage, financing services and securities lending services to mutual funds, pension funds, hedge funds, foundations and high-net-worth individuals worldwide.
We offer global investment opportunities in active and structured equities, fixed income, currency, cash management, and innovative direct and fund-of-funds strategies in alternative asset classes such as hedge funds and private equity.
Asset Management
Asset Management provides investment advisory and financial planning services to a diverse group of institutions and individuals worldwide and primarily generates revenues in the form of management and incentive fees. Our clients include pension plans, corporations, governments, financial institutions, endowments and foundations, Taft-Hartley organisations/unions and consultants.
Securities Services
Securities Services provides prime brokerage, financing services and securities lending services to mutual funds, pension funds, hedge funds, foundations and high-net-worth individuals worldwide, and generates revenues primarily in the form of interest rate spreads or fees.
In serving every client, our goal is to deliver strong, consistent investment results through innovative investment products and outstanding client service. The organisation’s strengths remain its commitment to outstanding research, disciplined investment processes, state-of-the art risk management tools and the ability to attract and retain top investment talent.
Strategies
The Barros Group Growth Equity Strategy invests in high quality business franchises that we believe are strategically positioned for long-term growth. It’s an investment philosophy that has been tested and proven through changing market conditions and is based on the belief that wealth is created through the long-term ownership of growing businesses.
The Barros Group Strategic Value Strategy and Mid Cap Value Strategy emphasise rigorous, first-hand fundamental research in identifying quality businesses selling at compelling valuations. These strategies seek to outperform the designated style index over a full business cycle, derive excess return through superior stock selection rather than sector rotation and provide capitalisation specific diversification together with style consistency.
Investment Banking
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Our Investment Banking business provides a broad range of investment banking services to a diverse group of corporations, financial institutions, governments and individuals.
The Barros Group seeks to provide our clients with the broadest possible range of opportunities around the world. Our global relationships, coupled with our unique understanding of local economies, industries and cultures, help us consistently deliver high quality advice and service time and again.
Organisation
The Barros Group’ Investment Banking Division identifies, structures and executes diverse and innovative public and private market transactions for corporations, financial institutions and governments. Transactions include mergers, acquisitions, divestitures, the issuance of equity or debt capital, or a combination of these.
Financial Advisory includes advisory assignments with respect to mergers and acquisitions, divestitures, corporate defence activities, restructurings and spin-offs.
Underwriting includes public offerings and private placements of equity, equity-related and debt instruments.
Areas of expertise
Banking professionals advise and assist clients across a number of industry and product groups: Industrial, Consumer, Natural Resources, Health Care, Financial Institutions, Real Estate, Special Products, Technology, Media and Telecommunications. In each of these areas, we provide a range of services designed to meet the specific needs of our clients – including financing, merger and acquisition and other investment banking services.
Our team-based approach allows us to maintain a high level of quality and integrity in developing and executing on our client’s transactions. This has made us the investment banker of choice for some of the world’s most demanding clients.
Trading & Principal Investments
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Our Trading and Principal Investments business facilitates customer transactions with a diverse group of corporations, financial institutions, governments and individuals and take proprietary positions through market making in, and trading of, fixed income and equity products, currencies, commodities and derivatives on such products.
The activities of our Trading and Principal Investments segment are divided into three components: Fixed Income, Currency and Commodities, Equities and Principal Investments.
Fixed Income
In Fixed Income, Currency and Commodities, we make markets in and trade interest rate and credit products, mortgage-backed securities and loans, currencies and commodities, structure and enter into a wide variety of derivative transactions, and engage in proprietary trading.
Equities
In Equities, we make markets in, act as a specialist for, and trade equities and equity-related products, structure and enter into equity derivative transactions, and engage in proprietary trading. We also execute and clear customer transactions on major stocks, options and futures exchanges worldwide.
Principal investments
Principal Investments primarily represents net revenues from our merchant banking investments, including the increased share of the income and gains derived from our merchant banking funds when the return on a fund’s investments exceeds certain threshold returns (merchant banking overrides), as well as unrealised gains or losses from our investment in the convertible preferred stock.
Private Equity
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The Barros Group Private Equity Group is a leading investor in private equity funds, is a significant co-investor in direct investments, and is an active provider of liquidity and portfolio management solutions to existing private equity investors.
Business Approach
The Private Equity Group’s comprehensive global private equity program seeks to construct a diversified private equity portfolio and considers each potential investment’s strategy, geographic focus, competitive advantages, and return profiles, including how a particular opportunity may affect the portfolios volatility and risk.
The Private Equity Group primarily makes commitments to private equity funds located in the United States, the United Kingdom, continental Europe, Latin America and Asia with strategies that include leveraged buyouts, growth financings, natural resources, venture capital and distressed securities.
Strengths
The Private Equity Group believes that its reputation and access to the resources of The Barros Group may provide significant advantages to its investment supported by the best private equity fund managers in the world.
The Private Equity Group maintains an open-door policy with respect to potential investments, and welcomes information regarding prospective private equity fund offerings and secondary investment opportunities.
Global Research
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The Barros Group Global Investment Research is committed to providing the highest quality fundamental research and investment opinions to our clients.
Research Philosophy
For over a decade, we have dedicated resources on a global scale to develop industry-leading investment research in the areas of economics, portfolio strategy, and equity securities analysis.
Rigorously analysing financial information, strategic issues and trends, both regionally and globally, that affect companies, industries and markets and fundamental changes which may have a meaningful impact on future investment values.
Distinguished and objective research is critical to serving our investing clients in the equity, fixed income, currency and commodities markets worldwide. Investors around the world recognise The Barros Group for its value-added research.
Advisory
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Recognising that each client has specific needs, investment goals, challenges and expectations, our Advisory division provides a wealth of tailored services worldwide to our institutional and private clients.
On the side of this page is a non-exhaustive list of some of the services we can provide. For more information please get in touch with us.
- Management Studies
- Economic, Commercial and Financial advice
- Moveable Management
- Real estate Management
- Company re-organizations
- Creation of international contacts
- Planning and realization of international activities
- Wealth management in Switzerland and abroad
- Personalized investment strategies