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Mensuel de mai 2022 - Fonds d’investissement

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Wealth management & Wealth Techs : when they cooperate everybody wins
By David SUETENS (Independent Director) and Pierre NEMETH (CEO -SOPIAD)   The wealth management industry is typically represented by traditional values and providing discrete financial services and structuring advice. These attributes remain important, but for many clients, they are no longer sufficient. New segments are emerging: young entrepreneurs, whose rising affluence is in part fueled by wealth transfer from their baby boomer parents. Add to this, the growing wealth among women, and a customer marketplace that now includes several generations with the latest generation being digitally savvy. Today’s new investors’ segments are clearly dissatisfied with a “one-size-fits-all” service model/strategy. Many are exploring investment products which were...
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Ces entreprises nous font bénéficier de  leur expertise en collaborant avec Agefi Luxembourg.

These companies give us the benefit of their expertise by collaborating with Agefi Luxembourg.
DLA PIPER
NautaDutilh
Square management
Sia Partners
Lamboley Executive Search
J. P. Morgan
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Loyens & Loeff
Ernst&Young
Fi&FO
Edmond de Rothschild
A&O Shearman
Castegnaro
MIMCO Capital
Bearingpoint
VP Bank
Comarch
Stibbe
Foyer Group
Linklaters
Pictet Asset Management
PwC
SOCIETE GENERALE Securities Services
Zeb Consulting
Backer McKenzie
Lpea.lu