Kairos starts new chapter

19 October 2020
  • Founding partner Guido Brera and long-standing portfolio managers Rocco Bove and Massimo Trabattoni to become Kairos shareholders again with a joint stake of 30%
  • Share plan will be put in place for other senior managers to support entrepreneurial model
  • Fabrizio Rindi to become Chairman of Kairos Partners SGR in view of expected appointment of a new CEO

A new business plan has been defined that builds on Kairos’s strengths as an asset and wealth manager for high-net-worth individuals, institutions, and third-party distribution

Milan, 19 October 2020 – Kairos is pleased to announce that its senior and long-standing managers, Guido Brera, founding partner and Chief Investment Officer of Kairos Partners SGR, Rocco Bove, Head of Fixed Income, and Massimo Trabattoni, Head of Italian Equity, will again become shareholders of Kairos with a joint ownership stake of 30%, while Julius Baer will retain the majority stake of 70%.

In line with Kairos’ entrepreneurial heritage, it is foreseen that other key executives instrumental for the future development of the company will also become shareholders.

As communicated in September 2019, current CEO Fabrizio Rindi will pass the baton to a new CEO and in 2021 assume the role of Chairman of Kairos Partners SGR.

Kairos’ top management will further develop and implement the new business plan defined over recent months, which has been recalibrated in the light of the new macroeconomic circumstances. Building on the company’s integrated asset and wealth management business model, the objective is to position Kairos as a leading investment house for innovative products and actively managed solutions for private clients, institutions, and third-party distribution. This objective will be bolstered by the company’s ability to attract new talent and strengthen its product factory, as well as by new distribution agreements that are in the process of being closed.

Yves Robert-Charrue, Chairman of Kairos Investment Management S.p.A. and Julius Baer’s Head Region Switzerland & EMEA, said: “I am very pleased about the new agreement with Guido, Massimo, and Rocco, who will form a strong and cohesive team with excellent skills. It is a great start to this new chapter in Kairos’ history. I want to thank Fabrizio and the entire management team, who have been guiding Kairos with great dedication and commitment to the company and to all its employees”.

Guido Brera, Chief Investment Officer of Kairos Partners SGR, said: “This new chapter in Kairos’ history began about a year ago and the amount of investment ideas generated during these 12 months has already proved the value of having this new, compact team. We have been able to attract fresh talent to complement our longstanding expertise and we have launched four new innovative products in line with the company’s new development and growth plan. The Kairos’ laboratory is stronger than ever: we have worked on it with great commitment and passion, but above all with the desire to share our vision of the future with our customers and partners. We look forward once again to tackling the competitive challenges that await us. I would also like to express my heartfelt thanks on behalf of the whole company to Fabrizio Rindi, whose strong managerial experience has been invaluable in guiding us wisely in this project to relaunch Kairos”.

Press release