2451 results for ""
Date
|
December 6, 2023
Family Offices

At Commenda, family assets strive to improve the world

Where "old money" mainly sought to leave wealth intact, "new money" is going out into the wide world - to make that world a better place. Frederik Redelé, managing director of Amsterdam-based multi-family office Commenda explained to our Dutch colleagues …
December 6, 2023
Sector,Supervision

CSSF: ‘Frozen accounts not to be seen as material issue’

The fact that financial institutions in Luxembourg have frozen some 86.000 investor accounts should not be regarded as a material issue because the Financial Action Task Force has not issued a recommendation on this topic, a senior official at the Grand …
December 5, 2023
News,Investing

Reality often outpaced fantasy in Saxo’s outlook calls

Saxo Bank's annual Outrageous Predictions, a brainchild of Steen Jakobsen, CIO at Saxo, have become a global phenomenon, intended to provoke thought and reassess investment strategies. Saxo Bank's Outrageous Predictions, including scenarios like the …
December 5, 2023
Asset Managers

Target-date ETFs break new ground in retirement plans

After a previous setback, BlackRock is launching new target-date ETFs, aiming at the vast market of Americans without pension plans, a move seen as promising for the self-employed. BlackRock is reviving its target-date fund ETF series with a fresh …
December 4, 2023
Sector,Supervision,Laws and Regulations,Technology

Fund sector battles rising compliance pressures

Investment firms are struggling with Anti-Money Laundering and Know-Your-Customer requirements, with one fund manager saying his AML/KYC team can’t grow fast enough. The push towards retailisation of private markets is only going to increase the stress. …
December 1, 2023
News,Wealth Managers

Barrels of profit: Scotch firm courts wealthy investors

Whisky asset manager Scotch Whisky Investments until recently focused mainly on private investors. That market continues as usual, but bringing in former ABN Amro director Eran Habets as CEO means more focus on selling to independent asset managers and …
December 1, 2023
Asset Managers

More Reifs prefer Raifs for Luxembourg real estate funds

Raifs - Reserved Alternative Investment Funds - are becoming an increasingly popular way to structure Reifs - Real Estate Investment Funds - with Raifs constituting 31 percent of the funds recently surveyed. The growth comes at the expense of SIFs - …
December 1, 2023
Sector,Laws and Regulations

‘Pensions suffer from high costs, lack of transparency’

European pension savers are facing significant hurdles due to high fee levels and a lack of transparency in pension savings markets. A European pensions watchdog's new report also highlights difficulties in accessing essential data on costs and …
December 1, 2023

Active vs passive: a closer look at global dividend funds

Active funds collectively underperform compared to their passive counterparts, primarily due to their struggle to remain competitive over time. However, exceptions exist, such as global dividend funds, which consistently outperform in this challenging …
November 30, 2023
Wealth Managers,Asset Servicing

There is no way around Luxembourg

German investors have been internationalising their property portfolios for years. At the same time, foreign investors are increasingly drawn to the German real estate market. Though the momentum has fluctuated, the overall trend persists. As one of the …