Investment Officer Luxembourg

Across Europe, asset managers are learning that selling Eltif funds to retail and wholesale investors is far harder than early optimism suggested.

Family offices are increasing their exposure to illiquid investments, even though they often lack the expertise to properly assess private market opportunities.

As AI transforms fund administration, the true differentiator will not be process but people. The private-markets industry can learn from hospitality: excellence is how you make people feel.

Almost half of European fund investors’ costs go to distribution, according to a new report by the European Securities and Markets Authority (ESMA).

Earlier this month, Meta announced that it would finance the construction of a new data center through debt issued via an SPV, while Oracle is setting up two debt facilities for two data centers. Investors do not see this move toward more “exotic financing” as a sign of weakness. “In a sense, we’re now seeing big tech applying the same financial discipline that has traditionally been associated with infrastructure and utility companies.”

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.

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.

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.

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.