ALFI Roadshow to Miami

This presentation explores why Luxembourg remains a global leader in the investment fund industry. It provides an overview of current market trends and key growth drivers, highlighting Luxembourg’s strategic positioning within European and global markets. Attendees will gain insight into what makes Luxembourg attractive to fund managers and investors – from its deep expertise and robust infrastructure to its global distribution capabilities. This session is designed for professionals seeking to understand the competitive advantages Luxembourg offers for fund domiciliation, cross-border distribution, and long-term growth.

Luxembourg remains the leading hub for cross-border investment funds, offering a robust regulatory framework and global distribution capabilities. Successfully launching and operating a fund in this jurisdiction requires strategic planning, regulatory understanding, and operational know-how. This panel brings together experts from across the industry to guide attendees through the full fund lifecycle—from structuring and authorisation to day-to-day operations and governance. Panellists will discuss key considerations such as choosing the right fund vehicle, navigating regulatory requirements, working with local service providers, and managing compliance and reporting obligations. Real-world insights, recent market developments, and practical tips will help attendees understand what it takes to build and run a successful fund in Luxembourg.

A presentation of the dynamics of cross-border UCITS distribution in the US Non-Resident and Latin American wealth channels. Topics addressed will include product/operational/marketing requirements, assets and flows by category, and a view on opportunities and challenges managers are facing in today’s market, including a flight to passives and the emergence of semi-liquid alternative investments.

Luxembourg has emerged as a premier European centre for private wealth management, offering a unique combination of political stability, robust regulatory frameworks, and a full ecosystem of financial, legal, and advisory services. This panel will explore why Luxembourg continues to attract high-net-worth individuals (HNWIs), family offices, and wealth managers seeking sophisticated, cross-border solutions. Panellists will discuss the key advantages of Luxembourg as a jurisdiction for private wealth structuring, including flexible legal vehicles, tax-efficient solutions, estate and succession planning tools, and its expanding role in sustainable and impact investing.
The session will also examine how Luxembourg’s financial ecosystem is adapting to serve the next generation of wealth holders, and how technology, regulation, and client expectations are reshaping the private wealth landscape.