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Anima Holding

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Anima Holding SpA
FormerlySogestim SpA
Company typePublic company
BIT: ANIM
FTSE Italia Mid Cap Component
IndustryInvestment Management
FoundedJuly 5, 1983; 41 years ago (1983-07-05)
FounderAlberto Foà
Headquarters
Milan
,
Italy
Key people
RevenueDecrease €1.02 billion (2022)
Decrease €184.97 million (2022)
Decrease €120.80 million (2022)
AUM€177.2 billion (December 2022)
Total assetsDecrease €2.34 billion (2022)
Total equityDecrease €1.39 billion (2022)
Number of employees
Increase 327 (2022)
Websitewww.animasgr.it
Footnotes / references
[1][2]

Anima Holding SpA (Anima) is an Italian asset management company headquartered in Milan. It is currently publicly traded on the Borsa Italiana and is a constituent member of the FTSE Italia Mid Cap index. It is the largest independent investment manager in Italy.

History

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The company was originally founded on 5 July 1983, under the name Sogestim SpA. On 19 September 1994 Alberto Foà and several other partners took over the company and renamed it to Anima SGRpA.[2][3]

In 1999, Anima was taken over by Banco di Desio e della Brianza (BDB).[3] In March 2004, some of Anima's shares were sold to Koinè, a company controlled by Anima's management team.[3][4]

In October 2005, Anima held its initial public offering (IPO) and was listed on the Borsa Italiana.[2][4][5]

In 2007, Banca Popolare di Milano (BPM) acquired BDB's stake of Anima and in 2008, launched a takeover bid to acquire all of Anima's shares for €1.45 per share. Following this, on 3 March 2009, Anima was delisted from the Borsa Italiana.[2][6][7][8]

On 28 September 2009, Anima was merged with Bipiemme Gestioni SGR SpA, the savings management company of BPM. The new company formed was named Anima SGR SpA.[8][9]

In April 2010, Anima acquired Etruria Fund Management Company from Banca Etruria for €6.3 million.[10]

In July 2010, it was announced that Anima would merge with Prima SGR, a rival investment management firm.[11] In December 2011, the merger was complete with the new entity being formed named Anima SGR and was under the control of AM Holding (Asset Management Holding which was later renamed to Anima Holding). Through AM Holding, the main shareholders of Anima were Clessidra (38.1%), BPM (36.3%) and Banca Monte dei Paschi di Siena (MPS) (23.4%). At this point, Anima was the largest independent investment management company with €34.7 billion in assets under management.[12]

In early 2014, Anima prepared for its IPO to list on the Borsa Italiana as Anima Holding.[13][14][15][16] On 16 April that year, Anima listed on the Borsa Italiana raising €692 million.[17]

On 15 April 2015, it was announced Poste Italiane would purchase MPS' stake of Anima in a €215.2 million deal.[18] In December 2017, Anima and Poste Italiane signed an agreement to help develop Poste Italiane's asset management activities.[19]

In August 2017, it was agreed that Anima would acquire rival investment management firm, Aletti Gestielle from BPM for €700 million.[20]

In October 2022, it was reported that the Italian government wanted to keep ownership of Anima in domestic hands and backed Poste Italiane to increase its holdings in Anima. Back in May that year, Amundi acquired a stake in Anima which sparked concerns about expansion plans from foreign entities.[21] At that time, Anima closed its operations in Dublin, Ireland and relocated it staff back to Milan.[22]

In February 2023, private equity firm, Fondo Strategico Italiano acquired a 9% stake of Anima.[23][24] Around the same time Anima came to an agreement to acquire 80% of alternative investment firm, Castello SGR from Oaktree Capital Management for €60 million.[25]

In November 2023, Anima signed a deal to acquire Italian investment manager, Kairos from Julius Baer Group for €20-25 million.[26]

References

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  1. ^ "2022 Annual Report" (PDF). Anima Holding.
  2. ^ a b c d "DOCUMENTO D'OFFERTA OFFERTA PUBBLICA DI ACQUISTO VOLONTARIA TOTALITARIA" (PDF). CONSOB.
  3. ^ a b c "Mediobanca analizza Anima Sgr". www.soldionline.it (in Italian). 13 November 2006. Retrieved 7 October 2023.
  4. ^ a b "New Star, Lloyds Fonds start marketing as Anima thrives". GlobalCapital. 20 October 2005. Retrieved 7 October 2023.
  5. ^ Finanza, MF Milano (15 October 2005). "Anima da 4 euro - MilanoFinanza News". MF Milano Finanza (in Italian). Retrieved 7 October 2023.
  6. ^ "ANIMA SGR TAKEOVER BID" (PDF). Banca Popolare di Milano. 28 January 2009.
  7. ^ "Fitch Upgrades Banco di Desio e della Brianza". fitchratings. 27 April 2007. Retrieved 7 October 2023.
  8. ^ a b "CORRECTED - Italy's Pop Milano wraps up Anima buyout". Reuters. 23 January 2009. Retrieved 7 October 2023.
  9. ^ "THE SHAREHOLDERS APPROVE THE MERGER OF ANIMA SGR INTO BIPIEMME GESTIONI SGR" (PDF). Banca Popolare di Milano. 28 September 2009.
  10. ^ "Anima Sgr acquista Etruria Fund Management Co". www.soldionline.it (in Italian). 27 April 2010. Retrieved 7 October 2023.
  11. ^ Williams, Jonathan (30 July 2010). "Italian roundup: Prima-Anima merger, pension reforms". IPE. Retrieved 7 October 2023.
  12. ^ Norris, James (7 February 2012). "New managers born of Italian funds M&A". InternationalInvestment. Retrieved 7 October 2023.
  13. ^ "Italy's Anima Said to Start Marketing IPO to Investors Next Week". Bloomberg.com. 14 March 2014. Retrieved 7 October 2023.
  14. ^ "Anima Holding, prima IPO del 2014 a Piazza Affari". www.soldionline.it (in Italian). 2 April 2014. Retrieved 7 October 2023.
  15. ^ Caon, Viola (31 March 2014). "Anima Holding IPO subscription opens on Borsa Italiana". InternationalInvestment. Retrieved 7 October 2023.
  16. ^ "IPO could value Anima Holding at up to 1.3 bln euros-Banca IMI". Reuters. 17 March 2014. Retrieved 7 October 2023.
  17. ^ "Borsa Italiana welcomes Anima Holding to MTA - Borsa Italiana". www.borsaitaliana.it. Retrieved 7 October 2023.
  18. ^ "UPDATE 1-Monte Paschi sells Anima stake to Italian postal service". Reuters. 15 April 2015. Retrieved 7 October 2023.
  19. ^ "UPDATE 1-Italy's Poste, Anima sign asset management deal". Reuters. 21 December 2017. Retrieved 7 October 2023.
  20. ^ "Italian asset manager Anima agrees $823 mln deal for BPM's Aletti - source". Reuters. 4 August 2017. Retrieved 7 October 2023.
  21. ^ Fonte, Giuseppe; Za, Valentina (5 October 2022). "EXCLUSIVE Italy moves to keep asset manager Anima in domestic hands -sources". Reuters. Retrieved 7 October 2023.
  22. ^ "Anima Asset Management closing its Irish operation and expected to relocate to Milan". Independent.ie. 10 October 2022. Retrieved 7 October 2023.
  23. ^ Za, Valentina (16 February 2023). "Italian fund buys stake in asset manager Anima in play on bank M&A". Reuters. Retrieved 7 October 2023.
  24. ^ "Italian private equity fund FSI fund raised Anima stake to 9%". Reuters. 21 February 2023. Retrieved 7 October 2023.
  25. ^ Dezza, Paola (27 February 2023). "Anima acquista l'80% di Castello Sgr". Il Sole 24 ORE (in Italian). Retrieved 7 October 2023.
  26. ^ "Italy's Anima signs binding deal to buy Julius Baer's Kairos". Reuters. 17 November 2023.
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