Tag: Fortem Capital
Defined return funds find their place as equity replacement
Europe | Features
27 Oct 2022 by Sybil Yorke
As the 60/40 portfolio approach hits the skids defined return funds and funds of structured products are gaining visibility as they fit the Ucits set up of financial advisors.
Funds of structured products: taking advantage of peaks in volatility
Europe | Products
31 May 2022 by Marc Wolterink
SRP did the rounds to see how the various funds of structured products coped with the negative sentiment in the equity markets in April.
Arrivals & departures: top moves of 2020 – Leonteq
International | People
14 Jan 2021 by SRP News
As we enter 2021, SRP looks back at the most read people move stories in 2020 highlighting the changes at the main issuers and manufacturers of structured products globally. In today’s article we focus on Leonteq.
Fortem: ETF replacements are a hot topic for us (Part 2)
International | Features
10 Jan 2020 by Pablo Conde
In the second part of this interview, Fortem Capital partner Ryan Rogowski talks about how discretionary managers can boost activity in the market as demand for ‘value-added solutions’ remains high, why autocall structures will retain their appeal in the current market environment and the performance of the firm’s flagship
People: Former Leonteq structured solutions senior salesman joins UK structured products specialist fund manager
International | People
08 Nov 2019 by SRP News
Fund management and structured products specialist Fortem Capital has hired Walter Treur (pictured), to take responsibility for the firm’s expansion into Europe, ‘a major milestone’ in Fortem’s ‘ambitious plans’.
Fortem (part 2): we are not here to sell an autocall every day
Europe | Industry
12 Feb 2019 by Pablo Conde
In the second part of this interview, Fortem Capital founding partner Ryan Rogowski discusses the use of funds as a defensive vehicle to manage risk but also to take advantage of opportunistic trades. He also touches upon what products will deliver value in the current environment and how the firm plans to leverage on its business model to grow its business
Fortem: ambition is to double the securities business in next two years
Europe | Industry
11 Feb 2019 by Pablo Conde
Fortem Capital has increased its profile in the UK retail structured products market after the launch of the Lowes Financial Management’s UK Defined Strategy Fund which was launched in collaboration with the Newcastle-based financial firm in late 2018.
