24 January 2019 - The Monthly Briefing

Agenda

08:30 - 09:00 Welcome coffee
09:00 - 09:05 Introduction (Frédéric Vonner, PwC Luxembourg)
09:05 - 09:50 Upskilling your workforce : key challenges and practical implications for AWM players (Christian Scharff & Chris Edge, PwC Luxembourg)
09:50 - 10:20 Brexit: 2 months to go (Robert Mellor, PwC UK & Matt Moran, PwC Luxembourg)
10:20 - 10:50 Fund Governance Survey 2018: the highlights and the key trends (Andrea Montesori, PwC Luxembourg)
10:50 - 11:20 Coffee break  
11:20 - 11:30 Tax update (Sidonie Braud, PwC Luxembourg)
11:30 - 11:50 Distribution update: focus on Taiwan (Hung Lieh-Liang, PwC Taiwan)
11:50 - 12:20 Regulatory update: focus on GDPR Survey (Nathalie Dogniez & Frédéric Vonner, PwC Luxembourg)
12:20 - 12:25 The last 5 minutes: Spotlight on a PwC solution
12:25 - 12:30 Wrap-up (Frédéric Vonner, PwC Luxembourg)
From 12:30 Walking lunch

Guest speaker

Robert Mellor,
UK Asset Management Tax Partner

 

Relevant experience

  • Rob has over 25 years of tax experience within the asset management (“AM”) sector. Rob began his tax career at HMRC before joining PwC in November 1998.
  • Rob is responsible for a number of alternative AM clients across issues such as Fund, Management team and portfolio structuring, transfer pricing and residency, reward and retention planning, LLP, carry, co-investment structures and tax authority investigations.
  • Rob has worked on a number of M&A transactions in relation to asset managers.
  • Rob was one of the authors of PwC’s AM Industry thought leadership pieces, “AM 2020” (issued in 2014) and the recently issued “Embracing Exponential Change” piece which looks forward to 2025.
  • Rob is the PwC EMEA Brexit Leader and has been working with asset managers and industry associations on Brexit-related issues.

Current and recent PwC and industry leadership roles

  • PwC EMEA & UK Asset Management Brexit Leader
  • PwC EMEA Alternatives Leader
  • PwC Global AM 2020 & 2025 Editor
  • PwC EMEA AWM M&A Deals Leader

PwC speakers

Christopher Edge

Managing Director, Luxembourg, PwC Luxembourg

+352 49 48 48 3601

Email

Nathalie Dogniez

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2040

Email

Frédéric Vonner

Partner, Privacy Leader, Luxembourg, PwC Luxembourg

+352 49 48 48 4173

Email

Christian Scharff

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2051

Email

Matt Moran

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2071

Email

Andrea Montresori

Partner, Luxembourg, PwC Luxembourg

+352 49 48 48 2436

Email

Sidonie Braud

Partner, Asset Management Tax, PwC Luxembourg

+352 49 48 48 54 69

Email

Publications

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Contact us

Christelle Crépin

Partner, PwC Luxembourg

Tel: +352 49 48 48 2119

Frédéric Vonner

Partner, Privacy Leader, PwC Luxembourg

Tel: +352 49 48 48 4173

Anne-Claude Bartin-Veneau

Asset and Wealth Management Marketing Manager, PwC Luxembourg

Tel: +352 49 48 48 5652

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