Gestionnaires de patrimoine

Selon des sources proches des discussions, les régulateurs européens, notamment à Paris et au Luxembourg, peinent à s’accorder sur les normes réglementaires et techniques pour la mise à jour du régime des Fonds Européens d’Investissement à Long Terme, connu sous le nom d’Eltif 2.0.

DL’avenir du reporting de surveillance réalisé par les fonds d’investissement - le Luxembourg en abrite environ 14 000 - est intégré dans l’infrastructure technologique d’une entreprise.

This week’s overview of transfers, appointments and promotions includes updates from Alumia, Wealth Management Partners and Newton Investment Management.

M&G Investments on Monday said it is launching its first European Long Term Investment Fund, known as Eltif, as part of a new 500 million euro private credit strategy. The fund will be known as M&G Corporate Credit Opportunities.

Dans le contexte de la croissance continue des marchés privés au Luxembourg, portée par la délocalisation en cours et la reconnaissance croissante de ses cadres juridiques solides, Investment Officer s’est entretenu avec Claus Mansfeldt, président de la Luxembourg Private Equity Association (LPEA). La discussion met en lumière l’évolution du rôle du Luxembourg dans le paysage du capital-investissement en Europe.

Despite declining valuations in private equity, Schroders Capital’s European private equity chief Richard Damming remains confident, dismissing concerns as mere industry «noise».

In the face of fluctuating private equity valuations, Damming reassures that they remain undeterred. «You sell a company at the price you want to sell it for, and otherwise you don’t sell it,» says the head of Schroders› European PE branch. 

Over the past decade, government initiatives have significantly curbed international tax evasion. However, the real impact of these measures remains a subject of debate. A new report now calls for a global minimum tax for the world’s ultra-rich.

A divisive European Commission proposal for a unified retail investment strategy is seen as one of the final pieces of EU legislation that is due to be approved in the months ahead, before next year’s EU elections. The industry’s objections are being heard in Brussels, it has become clear in recent weeks. Investors could end up pulling the short straw, critics argue.

Sustainability data has emerged as a vital component for investors, but they grapple with a plethora of providers and inconsistent standards. How can this disjointed landscape be streamlined for clarity and coherence?

Real estate dominates the investment portfolios of top athletes, especially footballers, but experts caution on the risks and stress diversification.