ALFI Global Distribution Conference
A whole world of Luxembourg funds
Robert is a Partner and Market Leader at EY Luxembourg with more than 20 years of experience in providing assurance and advisory services in the international real estate and wealth & asset management business globally. He is a member of the ALFI Board and Co-Chair of the ALFI REIF Committee, as well as member of the INREV Public Affairs Committee. Robert is a regular speaker and guest lecturer at various industry events and universities and has authored many articles in notable publications. He is also a Fellow of the Association of Chartered Certified Accountants and a member of the Institut des réviseurs d’entreprises. Robert attended the National University of Ireland, Galway where he graduated with an honors degree in Commerce. He is now a member of the Board of the University’s Commerce Program.
Speaking at
Currently, investment funds only account for 10% of European household savings which continues to be dominated by deposit holdings. This compares to 22% in the US. European policymakers have been attempting to address this imbalance for years, the latest being the retail investment strategy. Financial education gaps, lack of tailored advice and product awareness, cumbersome purchasing processes, costs and fees are among many of the matters to be addressed. What else needs to be done to improve household participation? Will an increased focus on environmental and societal concerns play a role? How might technology developments expand the household footprint? And is there a case for reviewing tax incentives for investment fund savings aligned with EU environmental and other critical objectivities?
Partner - Markets Leader
Deputy CEO
Principal
Public Affairs Manager