Last year, BNY Investments has revised its distribution structure s across German-speaking Europe. The DACH distribution is now managed out of Zurich, with Martin Rees playing a central role in the new structure in his expanded role as Regional Head of Switzerland, Germany and Austria. Rees has served as Country Head for Switzerland since January 2021 and has since also assumed responsibility for Liechtenstein and Austria.

«This operational expansion makes perfect sense, and the first few months have been satisfactory. We are making progress to enhance our connectivity across key European markets with both existing and new clients,» Rees said.

With the expanded regional setup, the global U.S. asset manager aims to strengthen cooperation between individual markets and distribution teams while making better use of synergies. Rees, who has been with BNY Investments for around a decade, also continues to oversee wholesale distribution in Switzerland.

Long-standing experience in Swiss Asset Management

Before joining BNY Investments in 2016, Rees was responsible for wholesale distribution at Goldman Sachs Asset Management in Zurich. He began his career at UBS Warburg and UBS Global Asset Management.

He later moved to Credit Suisse, where he initially worked as a hedge fund analyst in operational due diligence before becoming a specialist in liquid alternative investments and distribution. Rees holds a bachelor’s degree in business administration from the Zurich University of Applied Sciences and is a CFA charterholder.

Dividend Strategies as a Counterweight to Big Tech

Alongside its organizational restructuring, BNY Investments is placing greater emphasis on several investment themes in its client engagement.

These include income equity strategies. The asset manager considers a disciplined, income-oriented equity approach to be one of its core competencies. Given the high concentration of global equity markets in the «Magnificent Seven» and other major technology stocks, such strategies could offer investors additional diversification opportunities.

BNY Investments covers this segment through global, U.S., and Asian equity strategies.

Infrastructure Benefits From Global investment Needs

Another area of focus is infrastructure income equity. The growing global need for investment in energy infrastructure, data centers, and other sectors is creating long-term investment opportunities, according to the asset manager.

In particular, rising energy demand and the expansion of digital infrastructure are expected to further drive the theme. Income-oriented infrastructure strategies are designed to provide investors with access to both structural growth and recurring income.

Private Credit Puts Liquid Alternatives Back in Focus

BNY Investments is also observing a shift in investor interest in fixed income. Against the backdrop of potential market dislocations and liquidity concerns in private credit, short-dated high-yield bonds could return to the spotlight.

According to the asset manager, short-dated high-yield strategies can offer comparable return potential while providing higher credit quality and daily liquidity. This could make them particularly attractive to investors reassessing their allocations to illiquid credit strategies.

With approximately $2.1 trillion in assets under management, BNY Investments is one of the world’s largest asset managers positioned at the center of the financial ecosystem. The company brings together the expertise of several capabilities across all major asset classes including covering  equity, fixed income, multi-asset, alternatives, and cash.