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Investment funds / Hedge funds

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Investment funds

The aim of Deloitte Luxembourg’s Investment Management Services (IMS) practice is to proactively create added value for our fund and investment management clients.

Our team including highly qualified experienced investment management and asset servicing professionals adopts a focused, flexible and tailored approach towards our clients’ needs. The combination of senior industry specialists and proven financial consultants ensures an expert to expert approach to our clients.

Permanently measuring client satisfaction, Deloitte Luxembourg’s IMS practice benefits from sound market knowledge, strong expertise and important industry experience. The practice’s proven methodology shows a solid track record and can rely on a multidisciplinary approach capitalising on synergies between audit, tax and consulting experts.

Relying on the cross-service-lines expertise in key functional topics, Deloitte IMS Practice manages to cover the complete range of services across the industry value chain. The wide offering goes from, top down strategic and organisational approaches to tax, regulatory, audit, forensic and compliance assistance and bottom-up hands on oriented technical assistance.

For more information on our investment management practice or service offering click on the links below:

Luxembourg is the second largest investment fund centre in the world after the United States. In May 2010, Luxembourg had over EUR 1.992 trillion in over 12.600 sub-funds. 

The country is specialised in the domiciliation, administration and cross-border distribution of undertakings for collective investments.

Luxembourg is a successful financial centre thanks to its political and social stability. The Government, the legislator and the private sector working closely together leads to the creation of a flexible and innovative regulatory framework. 

Why Luxembourg?

  • Number one investment center funds
  • World’s leading hub for global distribution
  • Very stable political and social environment
  • Strategic position in the heart of Europe
  • Skilled multicultural and multilingual workforce
  • Flexible and business friendly authorities
  • Strong culture of investor protection
  • Rigorous anti-money laundering policies

Other than being a founding member of the European Union, Luxembourg was also the first EU state to adopt the original UCITS directive (85/611) in its national laws in 1988. In addition, it created a series of national regulations to attract institutional investors and allow wider asset classes as eligible investments.

Luxembourg, your gateway to Europe.

Ideally situated in the heart of Europe and benefiting from skilled multicultural and multilingual workforce, Luxembourg became the leading centre for cross-border distribution of investment funds. Companies from all over the world use Luxembourg as their gateway to Europe and the rest of the world.

Our multidisciplinary teams bring together specialists in the fund industry to devise workable and innovative solutions to match your needs exactly.

Our aim is to exceed your expectations.

Hot topics


FATCA latest developments

  • New US rules withholding tax rules,
  • Impact on securities lending and swaps,
  • Portfolio exemption for Luxembourg fund.

Latest developments regarding refund of EU withholding tax on dividends to EU and Non EU funds.


The five pillars of the UCITS IV Directive


Directive on Alternative Investment Fund Managers (AIFM)


Changes expected in Risk Management for UCITS – analysis of CESR Recommendation.


 

Contacts

  • Vincent Gouverneur
    EMEA IM Lead Partner
  • Laurent Berliner
    Internal Audit, SAS70 & Operational Risk Review Partner
  • Benjamin Collette
    Strategy and Corporate Finance Partner
  • Lou Kiesch
    Regulatory Consulting Partner
  • Pascal Noël
    Tax Partner
  • Johnny Yip Lan Yan
    Audit Partner
  • Xavier Zaegel
    Performance Measurement, Valuation & Risk Management Partner

Related links

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    Link'n learn
    Deloitte in Luxembourg has launched new online series: Link’n learn | Interactive access to Deloitte knowledge.
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    Podcasts
    Deloitte screens and identifies significant issues for your business and conveniently wraps them in podcasts, which you can either download or watch on your computer.
  • ExternalURL
    Events
    List of the forthcoming events organised by the Luxembourg office
  • ExternalURL
    Introduction to investment funds in Luxembourg
    Presentation of the Luxembourg fund industry landscape

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