An excellent event on citizenship and real estate investment took place last October: The Cannes International Emigration & Luxury Property Expo. All the main citizenship and residency programs were represented and I was invited to deliver a presentation on how to choose a second citizenship that is right for an investor and their family. The aim…Details
Within the European fund industry calculation of fund flows is quite common, since market observers, fund associations, and even fund promoters publish and comment on these numbers to showcase the success of the fund industry and/or single products and to comment on current trends. But for fund promoters it is often a riddle as to…Details
Even though the topic of proper classification of mixed-asset funds doesn’t sound like a point of particular interest, it has raised issues for fund promoters, fund selectors, and investors alike. It gathered a lot of interest during the ”Petersberger Treffen,” a conference organized by the German consultant Drescher&Cie in Cologne on December 7, 2017.
European Fund-Flow Trends, October 2017 – October was the tenth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into equity funds (+€17.8 bn), followed by bond funds (+€15.3 bn), mixed-asset funds (+€9.5 bn), and alternative UCITS funds (+€2.7 bn) as well as real estate funds (+€0.2 bn). Meanwhile,…Details
Even though there is a lot of talk in Europe around sustainable investments, also known as using ESG (environmental/social/governance) criteria, it seems the majority of investors still do not invest in sustainable products. In this regard one needs to question why European investors are so reluctant to use sustainable investments.
The promoters of ETFs enjoyed net inflows for October. The assets under management in the European ETF industry (€621.9 bn) increased for October, up from €600.9 bn at the end of September. The increase of €20.9 bn for October was mainly driven by the performance of the underlying markets (+€14.4 bn), while net sales contributed…Details
ETFs have written a success story in Europe over the past 15 years, and the market does not yet seem to be oversaturated. Instead, the opposite seems to be true: the European ETF industry has witnessed a number of new players in the market, despite there being high competition in general in the European ETF…Details
The promoters of ETFs enjoyed net inflows for September. The assets under management in the European ETF industry (€598.7 bn) increased for September, up from €581.6 bn at the end of August. The increase of €17.1 bn for September was mainly driven by the performance of the underlying markets (+€10.5 bn), while net sales contributed…Details
Never have European passports been as in demand as they are today. Under the threat of Brexit, even the British began to look for an opportunity to obtain another EU citizenship. There are many questions linked to European citizenship: What are the advantages of citizenship of EU countries? Is there a difference between European passports…Details
The concept of trust is a difficult one. Most private clients, especially those coming from civil law jurisdictions, struggle with it and are often not totally comfortable with the idea of “putting their assets into a trust”. They have many questions: Are their assets safe? what kind of control do they retain? how can they…Details