In a recent update, Record plc (LON:REC) CEO Dr Jan Hendrik Witte revealed how the firm is using its scale and agility to expand beyond FX risk management into infrastructure, emerging markets debt, and credit. With over $110 billion in AUM and $1 trillion in annual trading volume, Witte explained how Record’s evolution is not just a diversification play but a deliberate strategy aimed at significantly increasing market value.
Key Moments:
- 00:40 – What Record plc does for institutional investors
- 02:16 – How Record stays agile while managing over $110bn AUM
- 03:44 – Moving into EM debt, credit, and infrastructure equity
- 05:44 – Why profits dipped and how product categories differ
- 08:05 – The strategy behind targeting a $1bn market capitalisation
Company Overview:
Record plc is a specialist currency and asset manager focused on delivering tailored solutions for large institutional investors. The firm provides FX hedging, absolute return strategies, and now broader private market investment vehicles including infrastructure equity and EM local debt.
