Alumia and Redwheel announce strategic partnership to bring global convertible bond expertise to European investors
Luxembourg, 20th of January 2026.
Alumia, a Luxembourg-based investment firm authorised under MiFID II, providing investment advice and related services to professional clients, is proud to announce a new partnership with Redwheel, a specialist, independent, investment organization with offices in London, Miami, Singapore and Copenhagen recognized for its innovative approach to active equities and convertible bonds.
Through this collaboration, Alumia will introduce Redwheel’s Convertible Bond Strategies, managed by Davide Basile, to sophisticated investors across parts of Central and Northern Europe. The suite includes the Redwheel Global Convertibles Fund, Redwheel Asia Convertibles Fund, and the Redwheel Enhanced Index Focus Convertibles Fund. These strategies seek to provide exposure to convertible bonds, which may offer a combination of equity participation and fixed income characteristics, within a diversified investment framework, subject to market risks.
Delivering Expertise for European Investors
With decades of experience and a strong research-driven philosophy, Redwheel manages over $22 billion globally (*as at 31 December 2025) and is committed to active, responsible investment.
Alumia has selected Redwheel’s Convertible Bond Strategies following its comprehensive due diligence process, designed to identify strategies that deliver distinct value for investors. This partnership reflects Alumia’s commitment to discovering and providing access to distinctive, high-conviction solutions for professional investors across continental Europe. By introducing these strategies, Alumia reinforces its role as a trusted partner for family offices, pension funds, and institutional investors seeking innovative approaches to asset allocation.
Tord Stallvik CEO at Redwheel shares:
“We look forward to working with Alumia and to increase our distribution and reach across parts of Central and Northern Europe by building awareness for our Convertible Bond Strategies.”
Why Convertible Bonds?
Kyle James head of Investments at Alumia, shares his view on this market:
“Convertible bonds are often considered by professional investors as instruments that combine certain equity and fixed income features, depending on market conditions and issuer characteristics. They provide investors with equity participation during periods of growth while maintaining the defensive qualities of fixed income, helping to mitigate downside risk.
In an environment marked by higher volatility and shifting interest rates, convertibles can serve as a strategic allocation tool, enhancing portfolio diversification, improving risk-adjusted returns, and offering asymmetric performance potential.”
About Alumia
Alumia is a partner-led investment firm focused on providing innovative and unbiased investment advice. With decades of experience and a proven track record, Alumia specializes in sourcing unique solutions that deliver long-term value while mitigating risks. Alumia serves a diverse client base, including family offices, pension funds, and institutional investors, across continental Europe.
Alumia’s strategic minority shareholder, Universal-Investment Group, is one of Europe’s leading fund service platforms, with close to €1 trillion in assets under supervision. This partnership enhances Alumia’s ability to launch innovative solutions tailored to client needs.
About Redwheel Asset Management
Redwheel is a specialist, independent investment manager with an active investment heritage built on a foundation of innovation, original thought, and high conviction.
The business was established in 2000 with the ambition to create an environment in which exceptional fund managers can operate with a high degree of investment autonomy and maximise the benefits of their skills over the long-term.
The eight investment teams specialise in Convertible Bonds, Sustainable & Thematic Equities, Active Engagement, Emerging Markets, and Value & Income. A total of $22bn (as at 31 December 2025) is managed across these strategies on behalf of clients who include some of the foremost global institutions and advisors.
For more information, visit https://www.redwheel.com/lu/en/professional/
Copyright (C) 2026. Alumia sarl (short “Alumia”). All rights reserved.
This communication is intended exclusively for professional investors within the meaning of MiFID II and is not directed at retail investors. It does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instrument. It does not constitute a promise of performance. Any investment in the Redwheel Global Convertibles Fund should be made only on the basis of the latest prospectus, KID/KIID and relevant legal documentation. Investments involve risks, including the possible loss of capital. Past performance is not a reliable indicator of future results.