NEW LOCATION

We are delighted to announce that Sumus Capital Genève has moved to Rue de la Rôtisserie 11. To keep pace with our company's growth, we're moving to larger and more central premises. Please note that our telephone numbers are also changing. We will be delighted to welcome you soon to our new offices

NEW SHAREHOLDERS

Geneva, January 2024 - Sumus Capital is pleased to announce the arrival of two new shareholders.

READ THE ARTICLE on financecorner.ch

Welcome Thierry & Philippe Schaffhauser

Sumus 5th Year Anniversary

Geneva, October 2020 - On September 23rd Sumus Capital turned 5 years old. Team members and their families gathered at The Capra Hotel in Saas-Fee for a weekend to celebrate this key milestone in the life of the company. 

Looking forward with enthusiasm to the next 5 years!

Sumus Hybrid Bonds Fund marks one-year milestone

Geneva, September 2020 - In August 2019, we launched Sumus Hybrid Bonds Fund, which aims to obtain attractive returns by investing in bonds issued by quality non-financial companies, while moving down the capital structure.

A year on, despite heavy turbulence on financial markets, the corporate hybrid bonds segment kept on its steady development, with strong primary activity and an increased interest from multiple institutional investors.

Matteo Anrò, Senior Portfolio Manager at Sumus Capital, observed "massive interest on primary issues from solid enterprises such as Enel or Total, that whilst maintaining investment grade rating offered attractive coupons, due to their hybrid nature."

Sumus Hybrid Bonds Fund is a sub-fund of Sumus Fund, a Luxembourg UCITS registered for sale in Luxembourg, Switzerland and Italy. More details in the enclosed brochure.

FUNDS PEOPLE 2020

Geneva, March 2020 -  Sumus Capital is pleased to announce that the Sumus Strategic Fund, managed by us, has been
once again branded with the Consistent Funds Award by
Funds People!

MANAGEMENT BUY OUT OF SUMUS CAPITAL

Geneva, January 2020 -  Sumus Capital is pleased to announce the management buyout of the majority of its capital by the members of the Executive Committee! 

The press release is available in French, Italian and English.

New Year's resolution

Geneva, December 2019 -  Sumus Capital wishes you all Season's Greetings and a Happy 2020!

By clicking on the button MORE INFORMATION you will access Citywire's last edition, in which you will find the New Year's resolution of our CEO Luca Parmeggiani on page 29!

COMMENT GÉRER LE PESSIMISME DES MARCHÉS

Genève, Novembre 2019 -  La fin de cycle pousse les investisseurs à chercher de nouvelles sources de rendement, qui soient robustes au cas où la situation macroéconomique se détériorait prochainement.

Luca Parmeggiani, fondateur de Sumus Capital, et Matteo Anrò, gérant du fonds SUMUS - Hybrid Bonds Fund récemment lancé, présentent leur stratégies dans l'article de Le Temps.

TAKING THE ROAD LESS TRAVELED ON THE JOURNEY TO SUCCESS

Geneva, October 2019 -  Sumus Capital CEO Luca Parmeggiani emerges in the Citywire's magazine!

Bridge aficionado Luca Parmeggiani isn’t just brilliant at card games – he builds bonds with people too. In only four years he has grown Sumus Capital to ten employees, two offices and CHF 700 million under management. In this issue, the cover star explains the importance of balance, how to hire good managers and literary classic The Three Musketeers.

Article available on Citywire.ch

IFIGEST-FUNDSTORE PLATFORM

Ginevra, Settembre 2019 -  Sumus Capital è lieta di annunciare che a partire da oggi, a seguito dell’accordo di distribuzione con Banca Ifigest S.p.A., i fondi Sumus sono disponibili sulla piattaforma FundStore.

ALLFUNDS PLATFORM

Geneva, September 2019 -  Sumus Capital is proud to announce that its complete fund range, featuring the Strategic, Crossover, Yielding, and recently launched Hybrid Bonds funds, is now available through the AllFunds platform.
This distribution agreement strengthens the business development plans of Sumus Capital asset management division.

The article is available in English, Italian and French.

LAUNCH OF A NEW SUB-FUND

Geneva, August 2019 -  Sumus Capital announces the migration of Sumus Fund, the Luxembourg Sicav that it promotes, to Caceis Luxembourg. Simultaneously, Sumus Capital launches a new sub-fund: Hybrid Bonds Fund!

The press release is available in French, Italian and English.

FUNDS PEOPLE 2019

Geneva, July 2019 -  The Analysis team from Funds People recognises that the Sumus Strategic Fund was distinguished as investment product of the year and was branded with the Funds People 2019 rating in Italy!

LES LEÇONS DE 2018

Genève, Juin 2019 -  Les rendements des fonds multi-actifs l’an dernier en ont déçu plus d’un. Cette contre-performance livre quelques enseignements sur ces produits et la meilleure manière de les choisir.

Luca Parmeggiani, CEO et gérant du fonds Sumus Fund – Strategic fait le point avec le magazine suisse de l’asset management BANCO.

BANKS TO BOUTIQUES: WHY BANKERS SWITCH TO SMALLER FIRMS

Geneva, April 2019 -  Citywire Switzerland interviewed
Paolo Anastasi, Head of Private Banking of Sumus Capital, whom presents his point of view and experience.

Article available on Citywire.ch

STRATEGIC FUND AMONG THE 300 BEST PERFORMERS OF THE YEAR 2018

Geneva, April 2019 -  The “300 Best Funds” Yearbook represents the fixture of the analysis of CFS Rating which, for the occasion, selects the best realities of asset management among over 12’000 products authorized for sale in Italy.
We are pleased to inform that the Strategic sub-fund managed by Sumus Capital has been included in this important annual publication!

Citywire’s Top50 Independent Asset Managers

Geneva, February 2019 -  Sumus Capital emerges in the Top Independent Asset Managers in Switzerland!

Citywire’s ‘Top50 Independent Asset Managers’ looks at some of Switzerland’s largest independent wealth managers. Undoubtedly, to emerge as one of the top players in the field is a challenge.

Article available on Citywire.ch

Boutique genevoise de gestion obligataire

Genève, Janvier 2019 -  Family office et gestionnaire d’actifs, Sumus Capital vient de fêter deux années d’existence.
Luca Parmeggiani, associé fondateur et CEO fait le point avec Allnews.ch et Nicolette de Joncaire.

Les vertus cachées des obligations BB

Genève, Septembre 2018 - Les obligations BB, qui se taillent une part de plus en plus importante sur le marché obligataire, méritent une analyse approfondie. Pour bien juger de leur attrait, il est important de prendre d’abord la mesure de leur efficience, à savoir de la relation qui existe entre leur rendement et leur volatilité. C'est ce que présente Andrea Zuccheri au magazine SPHERE.

L'article est disponible en français et en allemand.

Investiamo in obbligazioni BB

Milano, September 2018 - “Ricerchiamo delle performance annuali costanti, evitando incidenti di percorso”, commenta Luca Parmeggiani durante la sua intervista con Simone Vidotto di Funds People.

Boosting the Business

Geneva, September 2018 - Growth is important for every company. But what’s the right way to grow your business and what are the risks along the way? Camilla Giannoni  and Citywire Switzerland interviewed Luca Parmeggiani, Sumus Capital'CEO on his experiences of business expansion.

Outsourcing: Helping hands

Geneva, June 2018 - With ever-increasing regulatory hurdles and  technological requirements, almost all independent asset managers now use outsourcing partners to help shoulder the burden. Citywire quizzed Luca Parmeggiani on which parts of the business Sumus Capital outsources, and how to select the right partners.

Multi-family office CIO: Spain is a safer bet than Italy

Geneva, May 28th, 2018 - Sumus Capital partner and CIO Andrea Zuccheri has told Citywire Switzerland that Italy’s government bonds are too risky.

Article available on Citywire.ch

Les prémices d’une phase de fin de cycle sur les marchés financiers

Genève, 27 Avril 2018 – Durant le premier trimestre 2018, la hausse des bourses s’est interrompue et la volatilité est devenue très élevée pour la première fois depuis le début 2016.

Article available in French on Investir.ch

Geneva-based multi-family office expands in Ticino with new branch

Geneva, April 6th, 2018 - Sumus Capital has opened a new branch in Lugano as it expands its operations in the area.

Article available on Citywire.ch

Sumus Capital in Lugano

Geneva, April 2nd, 2018 – Sumus Capital announces the opening of a branch in Lugano, Switzerland.

Sumus Fund
on Swissquote

Geneve, March 14th, 2018 – Sumus Capital strengthens its distribution capacity in the Swiss market through its partnership with the Swissquote platform.

Asset Management:
16 acteurs d'Influence

Dr. Andrea Zuccheri, Chief Investment Officer of Sumus Capital, presents his background and his vision of the asset management profession in an interview with Market Magazine.