ALFI Roadshow to Scandinavia
Broadening horizons by exchanging views
Daniela’s experience spans from General Management to Finance and Corporate Governance. Starting her career in 1992 in Stockholm and then Paris, Daniela has been active within the Luxembourg funds industry since 1997, holding senior Finance and General Management positions. She joined Royal Bank of Scotland International in February 2024 from Credit Suisse Fund Management, Luxembourg, where she was the CEO. Her previous positions include Crestbridge, where she established the Luxembourg office and 3rd party Management Company services, MDO Services (formerly the Directors’ Office, now Waystone)) as CEO/General Manager, and Schroder Investment Management, heading the Finance Department. Daniela has an extensive knowledge in Funds, including non-financial assets, such as real estate and private equity, acting as director/manager in private equity and real estate structures, regulated and unregulated and as a member of investment committees.
Speaking at
The retailisation of private assets is reshaping the investment landscape, potentially offering new opportunities for individual investors to access a diverse array of alternative investment opportunities. In this space, several innovative products are designed to broaden access for retail investors. The ELTIFs and Part II funds, which provide structured access to private equity, real estate, and other alternatives, and the RAIFs and specialised toolboxes, offer streamlined solutions for creating and managing investment vehicles tailored to diverse investor needs. Evergreen funds, with their perpetual investment horizons, provide an ongoing opportunity for capital deployment and growth. Enhanced wealth management solutions are at the forefront to offer tailored financial strategies while delivering a blend of personalised, integrated traditional financial advisory services, digital tools or direct investment platforms. Last but not least, the distributors are instrumental in the process by facilitating access to retail investors, providing education, managing compliance, and offering support, while also driving product innovation and expanding market reach. The panel of experts across the value chain will give tips on how to embrace the future of investing with these dynamic solutions, designed to expand the retail investors’ portfolio and meet their evolving investment goals.
Country Head and Head of IB, Luxembourg
Founder and President
Partner
Head of Luxembourg