Chahine Capital & Dynasty AM to become IRIVEST Investment Managers

The IRIS Finance International Group announces the creation of IRIVEST Investment Managers, resulting from the merger of its two subsidiaries Chahine Capital and DYNASTY Asset Management, to form its Collective Management division.

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The objective of this transaction, which was approved by the Commission de Surveillance du Secteur Financier (CSSF) on July 31, is to merge Chahine Capital and DYNASTY Asset Management while maintaining the DNA that made the success of these two complementary, specialized and recognized expertise. Thus, our investment philosophies, our teams and our management tools will remain the same while the company will have increased resources allowing us to boost our investments in Research and Development in order to have even more efficient services to the satisfaction of our customers.

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IRIVEST Investment Managers, strong expertise at the service of investors

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IRIVEST Investment Managers offers 3 areas of expertise with high added value:

• Quantitative Management “Momentum” Equities: through the SICAV Chahine Funds (formerly “Digital Funds SICAV”, subject to the approval of the CSSF), the Momentum quantitative strategies developed offer one of the best risk-adjusted performances in the industry, thanks to a resolutely active management approach based on continuous research and a systematic, disciplined and rigorous management process.

Since 1998 and the creation of the SICAV, Chahine Capital has been the European pioneer in quantitative Momentum equity management. The SICAV is composed of 5 funds invested in European and American equities.

• Convertible Bonds and Credit Management: through DYNASTY SICAV, created in 2014, the management philosophy is characterized by non-benchmarked management based on strong beliefs, a bottom-up selection process and a conservative approach (delta less than 40% for convertible bond portfolios, in particular) which have allowed its investors to benefit from a history of risk-adjusted performance that is also of very high quality.
• Management Company Services: IRIVEST IM offers a tailor-made Management Company service in Luxembourg. The “ManCo Services” solution is aimed at managers and investment advisers by offering a complete and flexible range of services according to their needs: portfolio management, risk control, valuation, compliance, reporting, in UCITS and AIF formats.

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Retained Management Teams and Investment Philosophies

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The combination of Chahine Capital and DYNASTY Asset Management is part of a logic of maintaining the integrity of expertise, its legibility and its historical roots. Thus, IRIVEST Investment Managers maintains two autonomous management teams and this operation has no impact on existing investment processes.

For their part, the sales, IT, risks and compliance, communication and HR teams are shared in a logic of efficiency in order to allow IRIVEST Investment Managers to have increased resources to continue to invest and develop for the benefit of its clients.

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A strengthened positioning on the European Asset Management market

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The consolidation of Chahine Capital and DYNASTY Asset Management makes it possible to position IRIVEST Investment Managers as an independent reference player in asset management in Europe, with strategic locations in Luxembourg (head office) and Paris (branch). The Company also has sales representatives in Germany and Italy, and the distribution of its products in Switzerland through its sister company Compagnie Financière Genevoise 1855.

Based on a Board of Directors of 6 members (including two independent directors), the governance of the company is entrusted to Michaël Sellam, President of the IRIS Finance International Group, as Chairman of the Board of Directors of IRIVEST Investment Managers, and Charles Lacroix, CEO of Chahine Capital since 2021 and of DYNASTY AM since 2025, who becomes Director and CEO of IRIVEST Investment Managers.

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Promoting innovation, expertise and sustainability

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The main objective of IRIVEST Investment Managers remains that which has always been that of Chahine Capital and DYNASTY Asset Management, and which has made them successful: to offer original and innovative investment solutions, in a resolutely active management approach, and high-performance products, combined with a strong proximity to its clients. Our expertise in the asset classes covered is confirmed by our performances and their regularities.

Finally, IRIVEST Investment Managers is in favor of more responsible finance, and places a sustainable investment process at the heart of its approach, in particular through the implementation of several policies of exclusion, SRI voting, commitment and responsible investment.

Several SICAV funds Chahine Funds and DYNASTY SICAV benefit from European reference labels (LuxFLAG ESG Label and ISR Label), attesting to the rigorous integration of environmental, social and governance criteria in investment processes.

IRIVEST Investment Managers intends to continue this momentum in the years to come in order to meet the expectations of its clients in terms of transparency and sustainability.