Investors who want to open an investment fund in Luxembourg can set up socially responsible investment (SRI) vehicles, which refer to structures that are set up for investing in specific fields. As a general rule, such investments avoid certain business sectors, such as gambling, alcohol or tobacco and they are usually set up to conduct activities related to social justice or environmental sustainability. At the same time, they may also be registered for the promotion of sustainable technologies and alternative energy. Our team of financial representatives can provide in-depth assistance on the main fields in which SRIs can invest in Luxembourg. 

The representatives of Luxembourg, alongside with other important homologous from countries performing activities in the field of finance, met in April 2017, in Milan, Italy, to discuss the strategies for the development of green and sustainable finance. The meeting gathered other 16 financial centers, observers and partner organizations to establish an action plan regarding sustainable finance, which is seen as one of the key drivers of the global capital markets. Our team of financial specialists can provide in-depth information on the available legislation in Luxembourg which promotes green and sustainable investment activities. 

Wealth management in Luxembourg is a developed field of activity. Wealth management services are delivered to high net worth persons who want to increase the value of their financial assets. In thise sense, businessmen may set up the family wealth management company (SPF), a vehicle through which is facilitated the administration and management of wealth. Our team of financial representatives can advise on the main advantages of the SPF in Luxembourg, as well as on the legal entities under which the vehicle can operate in this country. 

When opening an investment fund in Luxembourg, special procedures have to be completed, depending on the type of vehicle that was chosen by the investors. The requirements can vary on capital matters and as well on the number and type of investors who can set up a vehicle in Luxembourg. In the case of a specialized investment fund (SIF), one of the main concerns of the investors should be to draft the SIF prospectus and, in this sense, it is recommended to receive assistance from professionals with an extensive activity in the financial sector. Foreign businessmen can also request advice and representation on this matter from our team of financial representatives. 

Luxembourg is one of the most reputable destinations for setting up an investment fund or an investment company. These types of structures benefit from various incentives which are also addressed to foreign investors who want to open an investment fund in Luxembourg. However, in order to qualify for the investment incentives offered by the local authorities, specific requirements have to be met. Our team of financial representatives can assist with in-depth advice on the available incentives for various types of structures, including for SICAR in Luxembourg and other investment vehicles.  

The European Union’s High- Level Expert Group on Sustainable Finance (HLEG) published a report concerning the financial system observed at a European level. The study also focuses on sustainable finance and it issued specific recommendations regarding the development of the sustainable approach for the financial sector, which is seen as the key concept for long-term prosperity at the level of the European Union

A recent study on the Luxembourg investment funds (Investment Funds in Luxembourg - A Technical Guide) analyzed the business opportunities and the trends that are expected to occur in the following five years. In the next years, the value of the assets under management (AUM) held by funds registered in Luxembourg will increase by 4-5%. The growth rate will be determined by the need for long-term savings, amongst numerous other reasons and our team of financial representatives may offer more details on the advantages available for those who want to open an investment fund in Luxembourg. 

The Luxembourg - EIB (European Investment Bank) Climate Finance Platform will perform its first investment in green techonology. The EUR 5 million investment will sustain energy efficiency and renewable energy development projects in the Middle East and North Africa regions, known as MENA region. 

The investment relations between Italy and Luxembourg are very solid for certain financial activities. Italian investors interested in wealth management in Luxembourg should know that this sector is very well represented by Italian companies operating on this market, as well as on other financial sectors,such as investment funds, banking or insurance. Our team of financial representatives can offer in-depth information on the main types of financial activities developed by Italian investment companies. 

Luxembourg has 88 insurance companies and 216 reinsurance companies. Moreover, the country is the home of several companies operating in this field, which are tax residents outside the European Union (EU). Following the United Kingdom’s decision to exit the EU, other insurance companies decided to relocate their activities here, as this country offers a high level of economic stability and a suitable legislation available for this sector, as well as for those who want to open an investment fund in Luxembourg. Our team of financial agents can offer advice on the tax regulations applicable to insurance companies operating on this market. 

Luxembourg and South Korea entered into a partnership agreement on financial services, as the relations between the two states for this economic activity are very well developed. Luxembourg aims at helping the South Korean market in becoming a leading financial center in its region. Also, Luxembourg is interested in becoming the main market accessed by Korean funds that will invest in Europe. Our team of financial representatives can assist with more information on the available regulations established between the two jurisdictions.

Wealth management in Luxembourg and the investments performed through investment vehicles represent top activities carried out in the financial sector. Since the beginning of 2017, the value of the investment funds registered in Luxembourg increased by 7.9%, reaching a record value (for net sales). Our team of financial agents can offer information on the legislative framework available in Luxembourg and can advise foreign businessmen with details on the types of funds that may be set up here. 

Luxembourg was recenlty confirmed as one of the top European financial centres, according to the newest Global Financial Centres Index (GFCI). The country occupies the third rank, offering an attractive financial market for businessmen who want to open an investment fund in Luxembourg. The first two ranks were offered to the United Kingdom (London) and Germany (Frankfurt). At a global level, Luxembourg is rated as the 14th economy, improving its position by four places compared to the previous GFCI study. Our team of financial representatives can offer professional assistance on the main benefits investors can obtain while performing investment activities in this country. 

According to the data provided by the international rating agency Standard&Poor’s (S&P), Luxembourg maintains its status as an “AAA” economy. The economic growth of the country is estimated at 3,4% for the period of 2017 – 2020, due to a development of the consumption following the tax reform implemented in 2017, but also due to the increase of the financial sector, which is one of the top economic fields of the country. Investors interested in opening an investment fund in Luxembourg can benefit from a solid legislation in this field, as well as numerous tax advantages, which can be detailed by our team of financial experts. 

Being the country where the first investment fund was set up, Luxembourg provides numerous incentives for investing in this country. The regulations for opening an investment fund in Luxembourg are varied, offering numerous types of investment vehicles available to a wide category of investors. In terms of business competitiveness, Luxembourg stands out as the first European economy offering a solid regulatory and taxation regime. Our team of financial representatives can help investors with in-depth advice on the taxation regulations applicable to investment vehicles. 

The first global blockchain transaction was perfomerd through a fund in Luxembourg, and the investors purchased shares for the fund through this new technology. Businessmen interested in wealth management in Luxembourg should know that the transaction was established through the FundsDLT, a blockchain fund distribution platform available for fund managers. Blockchain designates a type of financial transaction available for various types of cryptocurrencies, including bitcoin. Our team of financial representatives can provide in-depth advice on the regulations referring to this new type of transaction. 

Being one of the largest investment markets available in Europe, Luxembourg provides numerous advantages for opening investment funds here. Businessmen interested in wealth management in Luxembourg or in performing insurance activities here should know that the country represents one of the largest markets at a global level for captive reinsurance, which refers to the fact that investors acting as insurers may purchase insurance, a method that has as a main advantage that fact that it spreads the risks associated with the field. Our financial representatives can offer in-depth advice on this procedure, as well as on other characteristics of the investment market available here. 

There are numerous types of activities that can be carried out through an investment fund in Luxembourg, but the country is well-known for four major investment activities. The investment opportunities that can arise on the local market are available for both European investors, as well as businessmen located outside the European Union’s states. Our financial representatives can offer in-depth assistance on the main procedures related to the registration of an investment fund. 

Foreign businessmen interested in opening a SICAR in Luxembourg or another investment vehicle are advised to choose this jurisdiction, as it provides the top framework at a European level for performing financial activities. At the moment, 27% of the investment funds incorporated in Europe are registered in Luxembourg and most of the investments carried out here are performed by foreign investors. Our team of financial representatives can offer in-depth assistance on the taxation system applicable to investment funds in Luxembourg. 

The fund industry in Luxembourg is growing at a steady pace. A study revelead that the funds registered in Luxembourg reached an overall value of EUR 3,771 billion ($3,977 billion) in 2016, which represented an increase of 3% compared to 2015. Investors interested in opening an investment fund in Luxembourg should know that the value refers to assets under management and our team of financial specialists can provide more details on this matter. 

Luxembourg represents a great location for opening an investment fund, due to its long history in this field. Investments in the financial sector in Luxembourg represent a top economic field for this country, which provides a solid legal framework and numerous advantages offered to foreign businessmen. The financial and insurance activities represent 28.4% of the country’s Gross Domestic Product (GDP) and our team of financial representatives can offer an in-depth presentation on the most relevant aspects investors should take into consideration when investing in this country. 

The Ministry of Finance in Luxembourg has recently announced the issuance of government bonds valued at EUR 2 billion. This was the first issuance registered in Luxembourg since 2013. The main reason for which such instruments were issued refers to the co-financing of the public investments carried out in the period of 2014-2017. Investors who are interested in setting up an investment fund in Luxembourg can find out more details on this matter from our team of financial representatives. 

Foreign investors who are interested in opening an investment fund in Luxembourg should know that the country reported the highest productivity level registered at a global scale. Productivity is measured as fraction between the country’s Gross Domestic Product (GDP) and the overall number of hours worked on an annual basis by all the persons employed in the local economy. Our team of financial consultants can offer more details on the investment funds available in Luxembourg.