Gestionnaires de patrimoine

TINA a disparu, ce qui n’est pas une mauvaise chose, et il ne faut surtout pas déjà faire une croix sur le portefeuille 60/40. Et le secteur de la gestion d’actifs a eu un impact évident sur la société et la durabilisation.

Private market investments have become overweight in institutional portfolios following this year’s substantial declines in public markets. Half of investors are waiting “as long as necessary” for this dislocation to subside. The other half is concerned, a new survey by Bfinance shows. The report is of particular interest to Luxembourg, where interest in private assets and alternative investments has increased significantly in recent years.

Even clients with the most defensive risk profile stand to lose more than -12 per cent at Dutch asset managers this year. “Defensive clients have 2008 experience in their portfolios. And according to many, we are not even at the exit yet.”>

« La crise énergétique a un impact énorme, mais nous sommes convaincus qu’il s’agit d’un phénomène à court terme », déclare Ophélie Mortier, Chief Sustainable Investment Officer chez DPAM. 

Europe should not count on a traditional economic recovery. Due to second-round effects, inflation will widen further by 2023. And, ING chief economist Carsten Brzeski says, don’t count on gas prices coming down either. Nay, on the contrary, the real energy crisis will come next year. 

Orcadia Asset Management, active in the Benelux and France, has surpassed the 1.1 billion euro mark in assets under management. This allows the asset manager to operate profitably from Luxembourg. “Mergers and acquisitions in the Belgian landscape only make sense if there is a cultural match.”

Luxembourg’s bank clients remained conservative in 2021, keeping nearly all - or 80 percent - of their assets in savings, even when interest rates are low, a survey conducted jointly by the Luxembourg bank association ABBL and financial regulator CSSF shows.

This survey showed a significant increase in deposits and in the number of loans granted. It also confirmed underlying trends such as the increasing use of online services. The figures for employment and the number of customers remain stable. 

Orcadia Asset Management a franchi la barre des 1,1 milliard d’euros d’actifs sous gestion. Cela permet au gestionnaire d’actifs d’opérer de manière rentable à partir du Luxembourg. « Les fusions et acquisitions dans le paysage belge n’ont de sens que s’il y a des affinités culturelles. »

Belgian private bank Puilaetco, a unit of Luxembourg-headquartered Quintet, is integrating fintech Abbove’s technology solution into its wealth advice service offering.

La banque privée Puilaetco intègre la solution technologique de la fintech belge Abbove dans son offre de services de conseil patrimonial. Les clients de la banque peuvent désormais utiliser le service Richer Life Plan et obtenir ainsi une vision plus large de leur planification patrimoniale.