How Covid-19 is changing investor perceptions towards investment advice

Daniele Bernardi, CEO of DIAMAN For the wealth management industry, the pandemic and subsequent volatility provoked has shifted investor perceptions towards investment advice, with many now placing more importance on retaining a human-touch within advisory services. Covid-19 sent the global markets into free fall as countries halted day-to-day activity, in order to halt the virus. Investors panicked –  even those with the right advice lost money and those with less advice lost much more. According to DIAMAN’s survey of over 1000 investors in the UK, recent market uncertainty has left investors on automated advice platforms feeling unsupported. In fact, over half (54%) of respondents aged 18-25 said that, since the beginning of Covid-19 induced market volatility, they have lost trust in using robo advisors, with many (67%) investors now calling for a digital experience that also enables interaction with a human advisor, without the fees typically associated with bespoke services. 

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Even at this moment, Diaman is coping and carrying forward its work!

Good morning, because of the Covid-19 epidemic, many of us had to take specific measures. We want to give our customers and friends, partners and collaborators some information about our business continuity plan. Thanks to our type of work and the technological and digital vocation that has always distinguished us, we can offer the same level of service as always. In particular: – Videoconferences, videomeetings, video appointments that allow us to work flexibly and remotely. We can see each other and we can guide you while using our software and platforms very easily. We can deal with any necessary topic, as always. – Our asset management platform was born two years ago to work remotely and, today more than ever, it is an indispensable tool for all advisors; – We have strengthened the network capacity and provided our staff with the appropriate tools so that everyone can work flexibly and

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MARKETING ACCORDING TO DIAMAN. A HISTORY OF RELATIONSHIPS.

In the age of thousands communication possibilities, of the multiple tools, touch points and technologies to contact one’s public, at Diaman we take another path. Without clearly neglecting the possibility of reaching many people through the so-called paid media, the channels in which one can invest to promote themselves, we must admit that we do little – some would say too little – use of them. We really like to take care of owned media, dedicating time and resources to create interesting, useful and relevant content for our users. It seems effective to us to share our knowledge and the data we have collected with our followers. We like it more than making them mere recipients of promotional banners. We are proud carriers of certain values, such as that of transparency and independence, which in our world are fundamental and distinguish us. So, we communicate it. We rely on those

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QUANT 2020, edition No. 15. The edition of change.

Those who know Quant and has had the pleasure of being a protagonist, as a participant or even as a speaker, should have noticed some details, last February 20. The event of quantitative finance was moved to Galzignano Terme, after the years in which Venice hosted it.The public was even more international.There has been a great deal of talk about Bitcoin, Blockchain and cryptocurrencies. THE NUMBERS300 guests, 20 international speakers, 8 hours of EFPA accredited workshops and conferences. DANIELE BERNARDI, SOUL OF QUANT, EXPRESSES HIS ENTHUSIASM “I see Quant growing year after year. Today I consider it even more an unmissable appointment for assets – funds managers and all the operators who want to be updated and meet in an exclusive context, on an international stage. The debates developed and the questions that were addressed to the speakers are a sign of the importance of sharing and speaking directly with

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7 DAYS OF “CRYPTO EVENTS”. AND A PINCH OF CHILI PEPPER.

A backstage report on the Diaman Partners events in Italy and Switzerland. It was my first trip as DIAMAN Partners Marketing Manager and it was an unforgettable experience. No, I’m not saying this because in my position I could not tell you the opposite, in that case I would have avoided writing about it. Anyone who knows me is a witness. Instead, I am happy to talk about it for many interesting aspects of this tour with a focus on crypto assets, prepared very quickly, but with thoroughness and a lot of enthusiasm. Here are the facts. The DIAMAN Partner Team, headed by the CEO, Daniele Bernardi, and the Director, Francesco Canella, leaves September 9th for a sort of one-week tour. The aim is to present to a selected audience of financial professionals our new crypto fund, our vision of the opportunities offered by the Crypto Assets and our professional,

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Global Series Sicav – Digital Asset Fund is the first Notified AIF fund which invests in Crypto related securities in Malta.

DIAMAN PARTNERS LTD. We work hard to realise your dreams. PRESS RELEASE La Valletta (Malta) 01.10.2019 Global Series Sicav – Digital Asset Fund is the first Notified AIF fund which invests in Crypto related securities in Malta. For most people, investing in crypto assets is still very difficult and even more risky. But today there is good news: it can be done through a sub-fund of a Notified Alternative Investment Fund (AIF) of the Global Series SICAV under Maltese law. Its name is Digital Asset Fund. DigitalAssetFund (the ‘Sub-Fund’) is a sub-fund of Global Series SICAV Plc which is a Notified AIF under the Investment Services Act (List of Notified AIFs). The Sub-Fund is predominantly invested in collective investment schemes which directly and indirectly invest in cryptocurrencies. An alternative fund that makes the Crypto Currencies asset class accessible to the asset management industry. THE MANAGEMENT IS DELEGATED TO DIAMAN PARTNERS

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The fallacy of Mean/Variance indicators.

I’d like to present a lesson by professor Ruggero Bertelli on the subject of deterministic statistical indicators as they compare to classic indicators of mean and variance. LET’S SEE IT IN ACTIONAssuming we have an investment that in the first year earned 10%, the following year lost 10%, the third year earned another 10% and the fourth year lost 10%, what would be the return on investment at the end of the four years? THINK ABOUT YOUR ANSWER BEFORE YOU KEEP READINGIf your answer was zero, perhaps you forgot that returns are not linear, and losses are not equal to the returns necessary to recover them. If I’ve lost 50%, to return to the initial value I would have to earn 100%. If I lost 10%, to get even, I’d have to make almost 11% back, as you can see from the image below. At the four-year mark, I’d find

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Are financial markets Random or Deterministic?

Allow me the concession of not having a definitive answer; this question has haunted investment operators for many years. LET’S START WITH THE DEFINITION: Random Markets state that the market’s performance moves without any pre-established patterns and is not tied to external factors that modify the trend, or the trend of the market day after day. By definition, in a random market it is not possible to profit from the interpretation of the market itself (would be as random as trying to profit from the sequence of numbers that come out of the casino roulette). Deterministic Markets describe the belief that their performance is influenced by external factors that modify their course, so by knowing what these external factors are, it is possible to make a profit (the results of a motor race for example, are deterministic, in the sense that you can know in advance who will be among

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