Great wealth transfer: Indosuez evolves to meet next gen needs
Indosuez Wealth Management is addressing changing demographics in wealth by developing more sustainable offerings and management solutions based on exchange-traded funds (ETFs), all while ensuring that they gain and maintain the trust of younger clients.
Transfers: LuxSE, BNP Paribas Cardif, APG, Apex Group
This week’s overview of people moves in the investment industry includes new leadership appointments at the Luxembourg Stock Exchange, BNP Paribas Cardif, and APG.
The myth of “free” dividends
A targeted educational intervention can break the free dividends fallacy among retail investors. The result: a lasting behavioral change that reveals how fragile—yet how malleable—the demand for dividends truly is.
Next generation drives family office appetite for private equity
Despite tough times for private markets in recent years, family offices are seeing increased interest in private equity and venture capital, especially among the younger generation.
Brussels urged to cut the white noise in securitisation
EFAMA’s Tanguy van de Werve says securitisation can help reconnect investors with the real economy, if Brussels can manage to deliver clarity, proportionate rules, and trust.
Italy cools on French fund groups as UniCredit exits Amundi deal
Two major European cross-border asset management relationships are losing momentum, with Italian financial groups reassessing their reliance on French partners.
The great intermediary reboot
Private markets no longer run in straight lines. Intermediaries are merging, data is flowing, and Luxembourg may quietly become the nerve center of the new system.
A strong euro? Quite the opposite
It was fall break in October, which meant plenty of travelers crossed the Atlantic to visit New York. One of the perks: shopping in the Big Apple had become much cheaper than at the start of the year.
Chart of the week: the short-term memory of investors, economists, and experts
It took a little longer than expected, but the delayed US inflation figure for October came in just slightly below expectations. That means that, by the time this column is published, the Federal Reserve will have cut interest rates by another quarter point, and—unless something strange happens—another quarter point cut will follow in December.
CSSF chief warns financial sector risks missing the AI revolution
Claude Marx, head of Luxembourg’s financial regulator CSSF, has sent a stark warning to the financial sector: Europe’s banks and asset managers are already falling behind in the race to adopt artificial intelligence. “We are facing an economic revolution and we should embrace it,” he said.