AQUIS Capital

22/10/2026

⏳ 𝐉𝐮𝐬𝐭 𝐭𝐰𝐨 𝐰𝐞𝐞𝐤𝐬 𝐭𝐨 𝐠𝐨!

The countdown to the AQUIS Capital Investor Event 2026 has officially begun.

We look forward to welcoming our guests to Zurich on 3 𝘕𝘰𝘷𝘦𝘮𝘣𝘦𝘳 for an afternoon of insightful discussions, fresh perspectives and meaningful connections.

𝐀𝐐𝐔𝐈𝐒 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐄𝐯𝐞𝐧𝐭 𝟐𝟎𝟐𝟔 – 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐚 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐞 𝐖𝐨𝐫𝐥𝐝

We look forward to bringing investors and investment professionals together for our annual flagship event and a day of investment ideas, insights and discussion.

𝐖𝐡𝐞𝐧: Tuesday, 3 November 2026 | 11:30–18:00
𝐖𝐡𝐞𝐫𝐞: Zurich

𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬 𝐚𝐫𝐞 𝐁𝐚𝐜𝐤!

The hedge fund segment of our agenda will explore the renewed relevance of liquid alternatives in today’s market environment, with perspectives across two distinct strategies:
▫️ Global Macro
▫️ Event Driven

We are delighted to welcome our speakers and look forward to discussing the evolving opportunity set for hedge fund managers and investors - and, most importantly, bringing people together.

Interested in joining us? Please get in touch to learn more about the event.

16/10/2026

𝐕𝐢𝐞𝐭𝐧𝐚𝐦: 𝐀𝐦𝐚𝐳𝐢𝐧𝐠 𝟗.𝟗𝟓% 𝐆𝐃𝐏 𝐠𝐫𝐨𝐰𝐭𝐡 𝐟𝐨𝐫 𝟑𝐐 𝟐𝟎𝟐𝟔. 𝐀𝐧𝐝 𝐭𝐡𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐬𝐭𝐨𝐫𝐲 𝐢𝐬 𝐨𝐧𝐥𝐲 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐦𝐨𝐫𝐞 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭𝐢𝐧𝐠.

While much of the world is debating slowing growth, Vietnam is delivering.

𝐓𝐡𝐞 𝐥𝐚𝐭𝐞𝐬𝐭 𝐧𝐮𝐦𝐛𝐞𝐫𝐬 𝐚𝐫𝐞 𝐫𝐞𝐦𝐚𝐫𝐤𝐚𝐛𝐥𝐞:

📈 𝟗.𝟗𝟓% 𝐆𝐃𝐏 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐐𝟑 𝟐𝟎𝟐𝟔

📈 𝟗.𝟎𝟏% 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐭𝐡𝐞 𝐟𝐢𝐫𝐬𝐭 𝐧𝐢𝐧𝐞 𝐦𝐨𝐧𝐭𝐡𝐬 𝐨𝐟 𝟐𝟎𝟐𝟔

🏭 𝟏𝟏.𝟐𝟏% 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧 𝐢𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐚𝐧𝐝 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧

🚀 𝟏𝟐 𝐨𝐟 𝐕𝐢𝐞𝐭𝐧𝐚𝐦'𝐬 𝟑𝟒 𝐩𝐫𝐨𝐯𝐢𝐧𝐜𝐞𝐬 𝐚𝐜𝐡𝐢𝐞𝐯𝐞𝐝 𝐝𝐨𝐮𝐛𝐥𝐞-𝐝𝐢𝐠𝐢𝐭 𝐠𝐫𝐨𝐰𝐭𝐡

But what matters most to equity investors:

𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐬 𝐨𝐧𝐞 𝐭𝐡𝐢𝐧𝐠. 𝐓𝐮𝐫𝐧𝐢𝐧𝐠 𝐭𝐡𝐚𝐭 𝐠𝐫𝐨𝐰𝐭𝐡 𝐢𝐧𝐭𝐨 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐢𝐬 𝐚𝐧𝐨𝐭𝐡𝐞𝐫.

Vietnam's expansion is increasingly supported by industrial activity, infrastructure investment, domestic consumption and a strengthening services sector. And this is happening at a particularly interesting moment for its capital markets. With Vietnam's upgrade to FTSE Russell Secondary Emerging Market status, the country is entering a new chapter of international investor attention.

𝐕𝐢𝐞𝐭𝐧𝐚𝐦 𝐢𝐬 𝐧𝐨 𝐥𝐨𝐧𝐠𝐞𝐫 𝐬𝐢𝐦𝐩𝐥𝐲 𝐚 𝐟𝐫𝐨𝐧𝐭𝐢𝐞𝐫-𝐦𝐚𝐫𝐤𝐞𝐭 𝐠𝐫𝐨𝐰𝐭𝐡 𝐬𝐭𝐨𝐫𝐲. 𝐈𝐭 𝐢𝐬 𝐛𝐞𝐜𝐨𝐦𝐢𝐧𝐠 𝐚𝐧 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐢𝐧𝐠𝐥𝐲 𝐫𝐞𝐥𝐞𝐯𝐚𝐧𝐭 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐡𝐞 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠-𝐦𝐚𝐫𝐤𝐞𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐮𝐧𝐢𝐯𝐞𝐫𝐬𝐞.

And for long-term equity investors, that deserves attention.

https://en.vneconomy.vn/vietnams-gdp-grows-901-in-first-nine-months-of-2026.htm

The result bringing the economy closer to its full-year target of double-digit growth.

16/10/2026

𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬 – 𝐀 𝐍𝐞𝐰 𝐄𝐫𝐚 𝐨𝐟 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬

The hedge fund industry continues to gain momentum, driven by strong performance, renewed investor confidence and growing demand for alternative investment strategies.

As highlighted in our AQUIS Capital research report, hedge funds generated an 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐫𝐞𝐭𝐮𝐫𝐧 𝐨𝐟 𝟏𝟏.𝟐% 𝐢𝐧 𝟐𝟎𝟐𝟓, with positive contributions across all major strategy categories.

With global hedge fund assets surpassing 𝐔𝐒𝐃 𝟓 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧, the asset class is reaffirming its importance in institutional portfolio construction.

Evolving interest rate policies, greater market dispersion and shifting macroeconomic conditions are creating attractive opportunities for active hedge fund strategies.

At AQUIS Capital, we believe these developments reinforce the value of hedge funds in providing diversified sources of return, investment flexibility and active portfolio management.

𝐑𝐞𝐚𝐝 𝐦𝐨𝐫𝐞 𝐢𝐧 𝐨𝐮𝐫 𝐀𝐐𝐔𝐈𝐒 𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐑𝐞𝐩𝐨𝐫𝐭:

https://aquis-capital.com/insights/hedge-funds-are-back-why-now

27th August 2026 Hedge Funds Are Back, Why Now? The Case for the Asset Class and the Multi-Manager Approach IntroductionTwo questions sit behind almost every hedge fund allocation. The first is whether hedge funds deserve a place in the portfolio at all. The second, which follows immediately, is how...

09/10/2026

𝐕𝐢𝐞𝐭𝐧𝐚𝐦 𝐰𝐚̈𝐜𝐡𝐬𝐭. 𝐖𝐞𝐥𝐜𝐡𝐞 𝐔𝐧𝐭𝐞𝐫𝐧𝐞𝐡𝐦𝐞𝐧 𝐰𝐚𝐜𝐡𝐬𝐞𝐧 𝐦𝐢𝐭?

Verbesserte Infrastruktur. Produktion mit höherer Wertschöpfung. Eine wachsende Mittelschicht.

Diese Entwicklungen treiben Vietnams nächste Wachstumsphase an. Für Anleger stellt sich die entscheidende Frage: Welche Unternehmen können daraus nachhaltiges Gewinnwachstum erzielen?

Im Interview mit dem private banking magazin erläutert Mario Timpanaro, Manager des Lumen Vietnam 𝐅𝐮𝐧𝐝 bei AQUIS Capital:

🔹 Was ihn am Tempo des Wandels besonders überrascht.
🔹 Wo er Chancen bei ausgewählten Konsum-, Versicherungs- und Energieunternehmen sieht.
🔹 Welche Bedeutung die Weiterentwicklung des Kapitalmarktes für internationale Anleger hat.

🎥 𝘏𝘪𝘦𝘳 𝘨𝘦𝘩𝘵’𝘴 𝘻𝘶𝘮 𝘐𝘯𝘵𝘦𝘳𝘷𝘪𝘦𝘸:
https://www.private-banking-magazin.de/vietnam-wachstum-mario-timpanaro-aquis-capital/

Wie würden Sie Vietnam in Ihrem Portfolio abbilden: als gezielte Länderallokation oder über breitere Themen wie Konsum, Infrastruktur und Asiens Wachstum?

Herzlichen Dank an Malte Dreher, 🎙️ Peter Ehlers 🎙️, Viktoria Delius-Trillsch, Felix Tornow und das Team des private banking magazin für den spannenden Austausch beim private banking kongress in Hamburg!

Mario Timpanaro von Aquis Capital über Vietnams Wachstum, Infrastruktur, Konsum und die mögliche Hochstufung des Aktienmarktes.

09/10/2026

𝐀𝐐𝐔𝐈𝐒 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐄𝐯𝐞𝐧𝐭 𝟐𝟎𝟐𝟔 – 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐚 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐞 𝐖𝐨𝐫𝐥𝐝

We look forward to bringing investors and investment professionals together for our annual flagship event and a day of investment ideas, insights and discussion.

𝐖𝐡𝐞𝐧: Tuesday, 3 November 2026 | 11:30–18:00
𝐖𝐡𝐞𝐫𝐞: Zurich

𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬 𝐚𝐫𝐞 𝐁𝐚𝐜𝐤!

The hedge fund segment of our agenda will explore the renewed relevance of liquid alternatives in today’s market environment, with perspectives across two distinct strategies:
▫️ Global Macro
▫️ Event Driven

We are delighted to welcome our speakers and look forward to discussing the evolving opportunity set for hedge fund managers and investors - and, most importantly, bringing people together.

Interested in joining us? Please get in touch to learn more about the event.

02/10/2026

𝐀𝐐𝐔𝐈𝐒 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫 𝐄𝐯𝐞𝐧𝐭 𝟐𝟎𝟐𝟔 – 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬 𝐢𝐧 𝐚 𝐕𝐨𝐥𝐚𝐭𝐢𝐥𝐞 𝐖𝐨𝐫𝐥𝐝

We are looking forward to bringing investors and investment professionals together for our annual flagship event and an evening of investment ideas, insights and discussion.
𝐖𝐡𝐞𝐧: 𝐓𝐮𝐞𝐬𝐝𝐚𝐲 𝟑𝐫𝐝. 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝐟𝐫𝐨𝐦 𝟏𝟏.𝟑𝟎𝐡 – 𝟏𝟖𝐡 𝐢𝐧 𝐙𝐮𝐫𝐢𝐜𝐡.

𝐏𝐚𝐫𝐭 𝟑 𝐨𝐟 𝐨𝐮𝐫 𝐚𝐠𝐞𝐧𝐝𝐚 𝐢𝐬 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐀𝐬𝐢𝐚 & 𝐕𝐢𝐞𝐭𝐧𝐚𝐦
Japan From One Night in Tokyo
China to the Speed Trains of China
Vietnam to Vietnam’s Rise to Emerging Markets

We are delighted to welcome a distinguished group of speakers and look forward to sharing perspectives, discussing investment opportunities and, most importantly, bringing people together.

𝐏𝐥𝐚𝐜𝐞𝐬 𝐚𝐫𝐞 𝐥𝐢𝐦𝐢𝐭𝐞𝐝. 𝐈𝐟 𝐲𝐨𝐮 𝐰𝐨𝐮𝐥𝐝 𝐥𝐢𝐤𝐞 𝐭𝐨 𝐣𝐨𝐢𝐧 𝐮𝐬, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐰𝐫𝐢𝐭𝐞 𝐭𝐨 𝐮𝐬 𝐚𝐭 𝐧𝐠𝐮𝐲𝐞𝐧@𝐚𝐪𝐮𝐢𝐬-𝐜𝐚𝐩𝐢𝐭𝐚𝐥.𝐜𝐨𝐦

02/10/2026

𝐇𝐞𝐝𝐠𝐞 𝐟𝐮𝐧𝐝𝐬 𝐚𝐫𝐞 𝐛𝐚𝐜𝐤. 𝐖𝐡𝐲 𝐧𝐨𝐰?

Join the conversation at the 𝟏𝟎𝐭𝐡 𝐀𝐧𝐧𝐮𝐚𝐥 𝐒𝐰𝐢𝐭𝐳𝐞𝐫𝐥𝐚𝐧𝐝 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐨𝐫𝐮𝐦 from 30th. September to 1st. October at the Dolder in Zurich.

We look forward to meeting investors and discussing the evolving role of hedge funds in today's market environment.

25/09/2026

We are pleased to announce that AQUIS Capital will be attending the 𝟏𝟎𝐭𝐡 𝐀𝐧𝐧𝐮𝐚𝐥 𝐒𝐰𝐢𝐭𝐳𝐞𝐫𝐥𝐚𝐧𝐝 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐨𝐫𝐮𝐦 𝐢𝐧 𝐙𝐮𝐫𝐢𝐜𝐡 𝐨𝐧 𝟑𝟎 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 𝐚𝐧𝐝 𝟏 𝐎𝐜𝐭𝐨𝐛𝐞𝐫.

Following a 𝐠𝐫𝐞𝐚𝐭 𝐫𝐨𝐮𝐧𝐝𝐭𝐚𝐛𝐥𝐞 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧 𝐚𝐭 𝐭𝐡𝐞 𝐫𝐞𝐜𝐞𝐧𝐭 𝐀𝐋𝐓𝐒𝐔𝐊 𝐂𝐨𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐢𝐧 𝐋𝐨𝐧𝐝𝐨𝐧, we look forward to continuing the conversation on the evolving role of hedge funds in today's investment landscape.

𝐑𝐨𝐮𝐧𝐝𝐭𝐚𝐛𝐥𝐞 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧: 𝐋𝐢𝐪𝐮𝐢𝐝 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞𝐬: 𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬 𝐀𝐫𝐞 𝐁𝐚𝐜𝐤. 𝐖𝐡𝐲 𝐍𝐨𝐰?

In a market environment characterized by shifting macroeconomic conditions, elevated uncertainty, and increasing dispersion across asset classes, hedge funds are once again attracting investors' attention. But what is driving this renewed interest, and how can investors access the opportunity most effectively?

Join our roundtable discussion, where Caroline Wirth and Son Nguyen will explore the role of hedge funds within today's investment landscape and discuss how a multi-manager approach can help investors build more resilient and diversified portfolios while seeking consistent risk-adjusted returns.

We look forward to exchanging ideas, discussing industry trends, and connecting with institutional investors and industry professionals throughout the event.

If you will be attending and would like to arrange a meeting, please feel free to get in touch.

25/09/2026

🥂 𝐅𝐢𝐧𝐚𝐥𝐥𝐲, 𝐕𝐢𝐞𝐭𝐧𝐚𝐦 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐝 𝐭𝐨 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐌𝐚𝐫𝐤𝐞𝐭

On Monday 21st. September, Vietnam officially enters the 𝐅𝐓𝐒𝐄 𝐑𝐮𝐬𝐬𝐞𝐥𝐥 𝐒𝐞𝐜𝐨𝐧𝐝𝐚𝐫𝐲 𝐄𝐦𝐞𝐫𝐠𝐢𝐧𝐠 𝐌𝐚𝐫𝐤𝐞𝐭 universe.

For the Lumen Vietnam 𝐅𝐮𝐧𝐝, this is a milestone we have anticipated and worked towards as long-term investors in Vietnam for many years.

The upgrade was earned through meaningful reforms:
→ Easier access for international investors
→ Removal of important pre-funding barriers
→ Improved trading, clearing and settlement processes
→ Greater transparency and stronger market supervision
→ Capital-market infrastructure increasingly aligned with international standards

This matters far beyond an index classification.

It confirms the Vietnamese government’s commitment to opening its financial markets and brings one of Asia’s most dynamic economies closer to the global investment community.

The upgrade could attract significant international capital. But the larger opportunity lies in what comes next: a deeper and more liquid market, stronger institutions and greater global participation in Vietnam’s long-term growth story.

The Lumen Vietnam 𝐅𝐮𝐧𝐝 has invested in that transformation for more than a decade, supported by our local investment team in Ho Chi Minh City.

Today, we celebrate how far Vietnam has come.

Tomorrow, we continue identifying the companies that can shape and benefit from its next chapter.

𝐕𝐢𝐞𝐭𝐧𝐚𝐦’𝐬 𝐞𝐦𝐞𝐫𝐠𝐢𝐧𝐠-𝐦𝐚𝐫𝐤𝐞𝐭 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 𝐬𝐭𝐚𝐫𝐭𝐬 𝐡𝐞𝐫𝐞.

What could this milestone mean for Vietnam’s position in global portfolios?

https://vietnamnews.vn/economy/1800124/viet-nam-marks-entry-into-ftse-global-emerging-market-index.html

25/09/2026

𝐋𝐮𝐦𝐞𝐧 𝐕𝐢𝐞𝐭𝐧𝐚𝐦 𝐦𝐞𝐞𝐭𝐬 𝐃𝐀𝐁 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐂𝐨𝐧𝐠𝐫𝐞𝐬𝐬 𝟐𝟎𝟐𝟔 𝐢𝐧 𝐌𝐮𝐧𝐢𝐜𝐡

Vietnam continues to stand out as one of Asia’s most dynamic growth markets – supported by strong economic growth, rising domestic consumption and the country’s growing role in global supply chains.
At the 𝟐𝟖𝐭𝐡 𝐃𝐀𝐁 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐂𝐨𝐧𝐠𝐫𝐞𝐬𝐬, we look forward to discussing what this means for investors and where we currently see opportunities.

Visit us at the AQUIS Capital 𝐛𝐨𝐨𝐭𝐡 to talk about:
▫️ Investing in Vietnam and Asia’s growth opportunities
▫️ The Lumen Vietnam 𝐅𝐮𝐧𝐝
▫️ Current market developments and long-term investment themes
▫️ Vietnam as a source of portfolio diversification

As the congress coincides with the opening days of 𝐌𝐮𝐧𝐢𝐜𝐡’𝐬 𝐰𝐨𝐫𝐥𝐝-𝐟𝐚𝐦𝐨𝐮𝐬 𝐎𝐤𝐭𝐨𝐛𝐞𝐫𝐟𝐞𝐬𝐭, it is the perfect opportunity to combine insightful investment discussions with one of Germany’s most iconic networking traditions.