David Lloyd

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…
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Pensioners
Sector
December 1, 2023

‘Pensions suffer from high costs, lack of transparency’

European pension savers are facing significant hurdles due to high fee levels and a lack of…
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Greenwashing: Alfi opposes Esma approach to fund names
Asset Managers
December 1, 2023

More Reifs prefer Raifs for Luxembourg real estate funds

Raifs - Reserved Alternative Investment Funds - are becoming an increasingly popular way to…
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News
December 1, 2023

Barrels of profit: Scotch firm courts wealthy investors

Whisky asset manager Scotch Whisky Investments until recently focused mainly on private investors…
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Marc Giorgetti 
Transfers
November 30, 2023

Transfer Thursday: Aviva, DWS, EY, Alfi, JAB, MMC

This week’s overview of transfers, appointments, promotions and other people news includes updates…
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Kurt Jovy, Universal Investment
Wealth Managers
November 30, 2023

There is no way around Luxembourg

German investors have been internationalising their property portfolios for years. At the same time…
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Cast publicity photo of the original 1960 version of the Magnificent Seven. Photo via Wikimedia CC-BY-2.0.
Investing
November 30, 2023

Will the Magnificent 7 remain a driving force in S&P 500?

Forecasting the S&P 500’s trajectory, most major banks in the US, including their asset managers…
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Charlie Munger at the 2010 Berkshire Hathaway AGM. Photo via Flickr CC-BY-2.0.
Asset Managers
November 29, 2023

Charlie Munger’s passing marks the end of an era

Charlie Munger, Warren Buffett’s esteemed colleague at Berkshire Hathaway, passed away on Tuesday at…
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wind turbines
November 29, 2023

Benelux banks early adopters of Article 9 fund of funds

Banks in the Benelux are adopting Article 9 fund of funds to offer retail clients unlisted impact…
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Serge Weyland, incoming DF at Alfi.
Sector
November 29, 2023

Serge Weyland to succeed Camille Thommes as Alfi DG

Serge Weyland, CEO at Edmond de Rothschild Asset Management in Luxembourg, is set to replace Camille…
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Greenwashing: Alfi opposes Esma approach to fund names
Sector
November 28, 2023

Luxembourg private debt market sees 51% growth

The Luxembourg private debt fund market, with its assets under management soaring to 404.4 billion…
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Luxembourg Raif issuance jumps 36% in H1, data analysis shows 
Asset Managers
November 28, 2023

Raif registrations show signs of renewed strength

Registration levels of new Reserved Alternative Investment Funds have continued their recovery from…
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Jean-Marc Goy, president of ALFI.
November 28, 2023

Industry welcomes planned tax cuts for active ETFs

The head of Luxembourg’s fund and asset management industry association on Tuesday gave its full…
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CSSF director Marco Zwick speaking at the 2023 Alfi Private Assets Conference.
Sector
November 28, 2023

‘Deficient’ due diligence behind mass account freeze

Luxembourg’s financial watchdog CSSF has disclosed that about 86,000 investor accounts, primarily…
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