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Diverse Investment Horizons: Luxembourg’s Perspective on Alternative Funds

Alternative investment funds showcasing exposure to private equity, real estate, infrastructure, and debt are experiencing a surge in popularity within Luxembourg. Examining prevailing market trends, Kelly Anckenmann, Executive Director—Business Development and Marketing, shed light on the current landscape.

Luxembourg stands out as a financial hub, boasting a multilingual workforce, economic stability, and a well-established infrastructure of legal, tax, and financial professionals ready to assist clients from diverse jurisdictions. It acts as a pivotal location for innovative financial products, including alternative investment funds.

The alternative investments market, encompassing private equity, real estate, infrastructure, and private debt, is witnessing rapid global growth. Luxembourg has experienced robust expansion. Against the backdrop of equity market corrections and the ascent of inflation, investors are reevaluating their portfolios, with a focus on commercial real estate and private debt as potential hedges against inflation. Infrastructure funds, known for their longer-term horizons and resilience, offer investors returns that may not be directly correlated with equity markets.

Anticipating the trends for 2024, there is an expected increase in interest in infrastructure funds, real estate funds, and evergreen funds, as investors seek alternatives to traditional equities and bonds.
The growth in this sector brings to a surge in demand for AIFM services with local expertise, and specialized knowledge is crucial to providing comprehensive and tailored solutions to Fund Managers. Despite their growing popularity, Alternative Investment Funds encounter challenges, this is why it is important to Fund Managers to be able to rely on a trusted partner with experience to be able to focus on their core activity: Investment Management.

In this landscape, why Funds Avenue?

Funds Avenue S.A. is a management company pursuant to Chapter 15 of the Law dated 17 December 2010 relating to undertakings for collective investments (UCITS Management Company) and is also approved as Alternative Investment Fund Manager (AIFM) pursuant to Chapter 2 of the Law dated 12 July 2013 relating to AIFMs.

Funds Asset Management S.A. is an independent third-party investment fund manager providing governance and substance solutions to Fund managers from around the globe.

Based in Luxembourg, the leading European fund domicile, Funds Avenue S.A. operates in an open architecture and is well placed to help asset managers meet.

At Funds Avenue we will guide you through the complex regulatory challenges and provide you with a best-in-class service.

Kelly Anckenmann
Executive Director Business Development

Celebrating 10 Years of Funds Avenue

A Decade of Growth, Values, and Success

As Funds Avenue marks its 10th anniversary this year, we reflect on a remarkable journey shaped by our core values—being close to our clients and embodying a human-centric approach. Beyond numbers, our success is a testament to a decade of growth and shared accomplishments as a team.

Close to Our Clients:

At Funds Avenue, our commitment to being « close to our clients » goes beyond a tagline; it’s a guiding principle. Over the past 10 years, we have built meaningful relationships, understanding that success in our industry is not just about transactions but about the trust and partnerships we forge.

Human-Centric Approach:

In an industry often driven by data and figures, we take pride in our human-centric approach. Our success story is not just a financial narrative but a tale of individuals working collaboratively, overcoming challenges, and transforming them into opportunities. We believe in the power of people and relationships.

Measuring Success Beyond Numbers:

While growth metrics are important, our success is also measured by the collective journey we’ve undertaken as a team. We have faced challenges head-on, learned valuable lessons, and emerged stronger. Each milestone achieved is a testament to the resilience and dedication of the Funds Avenue family.

Turning Challenges into Opportunities:

Challenges are inevitable, but at Funds Avenue, we have the ability for turning them into opportunities. Each obstacle has been a steppingstone, propelling us forward and contributing to our continuous evolution.

Proud of the Past, Excited for the Future:

Reflecting on our journey fills us with pride, but we are equally excited about the future we are set to build together. The next decade holds promise, and with our unwavering commitment to values, collaboration, and innovation, Funds Avenue is looking forward for even greater achievements.

We express our gratitude to our clients, partners, and the entire Funds Avenue team for making the past decade truly remarkable. As we embark on the next chapter, we do so with enthusiasm, gratitude, and a shared commitment to excellence.

Fuchs Asset Management becomes Funds Avenue

Fuchs Asset Management, a Luxembourg-based management company and AIFM, announces their rebranding as Funds Avenue. This transformation aligns with their strategic partnership with Trustmoore, a global corporate services company. The rebranding and new partnership strengthen the position of both companies in the Luxembourg financial market.

Funds Avenue’s new name marks the beginning of a promising future. This is complemented by the new partnership between Funds Avenue’s expert fund management services and Trustmoore’s specialized fund administration services. This enables both companies to offer a broader and more comprehensive range of fund services including risk & portfolio management, investor onboarding, fund accounting and financial reporting services. Their combined commitment to provide tailor-made fund solutions creates a streamlined and efficient experience for their clients.

Focus on Values and Relationships

While both companies will retain their unique identities, there is synergy in Funds Avenue and Trustmoore’s shared values and beliefs around clients, relationships, and solutions. Both companies have a boutique approach which allows them to create tailor-made services for their clients. They create true understanding about their clients’ business and challenges by building long term relationships. This shared commitment to finding solutions for their clients combined with long term vision creates a foundation for success. Whilst the partnership between Funds Avenue and Trustmoore remains subject to the final approval of the CSSF, it will not just be about what they can offer to their clients but about establishing mutual success.

Timothe Fuchs – CEO Funds Avenue: « We are excited to announce our new name. It stands for a new chapter of our company and to combine that with the Trustmoore partnership makes it even more exciting. This alliance is a testimony to the strength of Funds Avenue’s core values and our commitment to crafting tailored financial solutions while building genuine, long-term relationships with our clients. »

Steven Melkman – Founder Trustmoore: “I am glad that the founding principle of Trustmoore – aligning our success with our clients’ success – resonates with Funds Avenue’s main principle. This shared value demonstrates a strong commitment to client satisfaction and success. At the same time, I am excited to see our Luxembourg office grow to 90 people with the Funds Avenue team joining us on our Rue Dicks location. The cooperation with Timothe and collective efforts of the Funds Avenue and Trustmoore teams in successfully establishing this partnership has been exemplary in every way and gives me great confidence for the future of our partnership.”

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