As the leading Asset and Wealth Management practice in Luxembourg, we enjoy a privileged observer role of the industry's evolution.
Today, we are delighted to share with you the result of our recent analysis of the world of Management Companies.
This analysis led us to create both:
This section of our website is yours. Please peruse through it to discover our most recent index, poster and service offering tailor made to the needs of the ManCo universe.
We wish you a pleasant reading.
Asset and Wealth Management leader
All regulated investment vehicules, which are investment funds (UCITS, Part II and SIF funds) shall appoint a Management Company or be "self-managed". UCITS may only appoint a Management Company subject to Chapter 15 of the 2010 Law whereas, Part II and SIF funds may appoint either a Management Company subject to Chapter 15 of the 2010 Law or a Management Company subject to Chapter 16 of the 2010 Law. In case of AIFs, there is need to have an alternative investment fund manager ("AIFM") or to have an "internally-managed" AIF status.
*Source: CSSF Newsletters
**Source: PwC Observatory for Management Companies, 2017 Barometer
*** Source: Fundsquare (December 2016), PwC Analysis.