HSBC Commercial Banking’s Post

🚀 Exciting News! 🚀 On 26th of February, the Council adopted new rules to bolster European capital markets and enhance investor protection in the EU. The amendments to the alternative investment fund managers directive and plain-vanilla EU investment funds modernize key regulatory aspects, improve liquidity management tools, and introduce measures to mitigate risks and protect investors. These updates are a significant step forward in the EU's capital markets union initiative, aimed at creating a single market for capital across member states. #EUFinance #InvestmentProtection #CapitalMarketsUnion

Many thanks to Marc Meyers for sharing his legal expertise in Alternative Investment Funds and Retail Investment Funds formation! 😎👏This is so far the most informative article I found on the internet with well-written summary!👌

📉 The latest PwC survey reveals that the number of investment management companies (mancos) in Luxembourg has declined for the fifth straight year, now standing at 298. Despite this, total assets under management have surged to €5.2 trillion, driven by a 16% growth in alternative investments like hedge funds, private equity, and real estate. Luxembourg remains a key player, being the second-largest investment fund center globally and leading in Europe with 30% of total EU assets. #InvestmentNews #LuxembourgFinance #AlternativeInvestments

Do you work in the Funds industry?   Our global funds team recently attended the International Bar Association Private Investment Funds conference.   In our latest update the team discuss key insights from the event, covering a range of significant factors impacting the funds industry.   Read the update here: https://lnkd.in/gaY6zusf

🌐 EU Council adopted on the 26th February 2024 the proposed Directive amending the Alternative Investment Fund Managers Directive and the UCITS Directive! 💡 Highlights: Improved liquidity management, new EU framework for loan-originating funds, and enhanced rules for delegation and investor protection. The proposed Directive enters into force 20 days after its publication in the Official Journal of the European Union! 🗓️ Member states will have 24-months after the entry to transpose these rules into national legislation.

In this changing landscape Equilibrium can help advisers navigate questions like: Is the below-average long-term returns delivered by the local equity market cyclical or a structural shift in the opportunity set for the asset class? How does the increased offshore allowance for Regulation 28 compliant portfolios impact local asset classes and the investment industry? #investments #dfm https://lnkd.in/dRGkQ6nF

🧭 'Navigating the nuances: key considerations for utilizing Luxembourg Parallel Funds' by Miao Wang, Partner at A&O Shearman Luxembourg and Tiffany Toh, Partner at A&O Shearman Singapore ⛓️ ''Parallel funds are investment vehicles that are structured to run concurrently, with one fund domiciled (for example) in Luxembourg and the other in a non-EU country. This arrangement allows fund managers to cater to a diverse investor base while capitalizing on the regulatory and operational advantages offered by different jurisdictions............'' 👉 Read full article here: https://lnkd.in/egkeiYnN

Our summary of the packed IBA Private Funds conference - hope you find it useful!

Establishing an alternative fund in a new country can be challenging. This article explains why managers should choose a jurisdiction carefully and look to understand its unique advantages and risks. Get in touch if you want to explore how Vistra can help you.  #privateequity #alternativeinvestments

RAIFs: Exploring Their Role in Luxembourg's Thriving Fund Market. Luxembourg has long been a hub for investment funds, and the introduction of Reserved Alternative Investment Funds (RAIFs) further solidified its position. Gain valuable insights into: - Overview of RAIF's influence on Luxembourg's financial sector - Regulatory frameworks and compliance considerations - Emerging opportunities for investors and businesses #Luxembourg #RAIFs #InvestmentFunds #FundManagement