Directory · LU
Investment Management in Luxembourg
A register of firms and the professionals working at them in the Investment Management sector based in Luxembourg. Browse the public index, then filter or export on Kipplo.
Companies
230 on file
Cvc
A leading global private markets manager with a network of 30 offices throughout EMEA, the Americas and Asia, CVC has seven complementary strategies across private equity, secondaries, credit and infrastructure and an established client base of over blue-chip clients, which includes many of the world’s leading investors. CVC is committed to upholding a dynamic and professional work environment in which all employees are treated equally and with respect. All employees are recruited solely on merit, irrespective of age, gender, nationality, disability, religious belief or sexual orientation.
1001 to 5000 staff
Triton Partners
Founded in 1997 and owned by its partners, Triton is a leading European mid-market sector-specialist investor. Triton focuses on investing in businesses that provide mission critical goods and services in its three core sectors of Business Services, Industrial Tech, and Healthcare. Triton has over 150 investment professionals and value creation experts across 11 offices and invests through three complementary “All Weather” strategies: Mid-Market Private Equity, Smaller Mid-Cap Private Equity, and Opportunistic Credit.
201 to 500 staff
Ramius Llc
Cowen Inc, is an American multinational independent investment bank and financial services company that operates through two business segments: a broker-dealer and an investment management division.
51 to 200 staff
Dhf Capital
DHF Capital S.A. is a Luxembourg-based asset management and securitization company, empowering institutions and high-net-worth individuals with personalized investment solutions. Our team of 20+ experts leverages technology, including AI tools, and deep market knowledge to craft diversified portfolios encompassing foreign currencies, global equities, and precious metals, tailored to varying risk and reward characteristics. We prioritize risk management while challenging the status quo in financial markets, offering stability, reliability, and cutting-edge strategies. With offices in Luxembourg, Netherlands, Switzerland, Lithuania, and the U.A.E, we provide a global presence to meet your financial needs.
51 to 200 staff
Focus Estate Fund
Private equity real estate investment fund focusing on non-prime value added retail properties. The Fund’s strategy is to invest in the existing mid- market convenience retail properties in Europe’s most dynamic markets.
51 to 200 staff
Lumyna
We are one of the world’s leading investment fund platforms, focused on delivering truly differentiated alternative strategies and solutions. At the core of this offering is our pioneering and market-leading Alternative UCITS funds platform – Lumyna Funds; bringing the best of the alternative investment universe to the regulated and liquid UCITS marketplace. In November 2018 the latest stage of our evolution began, as the business was acquired by Generali Group. The acquisition forms an important step in the build-out of Generali Group’s multi-boutique growth strategy. The new name, Lumyna, represents the renewed pioneering spirit we bring to the market, alongside the institutional controls and processes that has helped us become the largest Alternative UCITS funds platform and win multiple awards over the past decade. Lumyna is part of Generali Investments.
11 to 50 staff
Spuerkeess Asset Management
C’est en avril 2006 que notre société de gestion d’actifs, alors dénommée Lux-Investment Advisors S.A, a lancé ses activités. Si elle menait à bien son rôle de société de gestion indépendante dans un premier temps, elle a su se rapprocher, en accord avec ses actionnaires, de son actionnaire principal, la Banque et Caisse d’Épargne de l’État. C’est dans ce contexte que notre société est devenue BCEE Asset Management S.A, laquelle assume aujourd'hui la gestion de près de 40 compartiments UCITS et portefeuilles institutionnels d’un montant global de plus de 5 milliards EUR en actifs nets. Parmi les rôles qu’elle endosse figurent également celui de Conseiller à l’égard de la Banque privée, de Gérant des mandats institutionnels sans oublier celui de Prestataire de services en matière de Risk Management. Aujourd’hui, Banque et Caisse d’Épargne de l’État est devenue Spuerkeess, et BCEE Asset Management lui a emboîté le pas en devenant Spuerkeess Asset Management.
11 to 50 staff
European Capital Partners
European Capital Partners is a Luxembourg-based asset and wealth management boutique managing its portfolios based on a consistent entrepreneurial value investing approach. The company was founded in 2010 by two entrepreneurs, with the vision of offering customers access to private and public value based investments throughout different asset classes and structures. In 2014, the partnership has been opened strategically to the long term companion and passionate value investor Léon Kirch. Léon Kirch, who has been fascinated by the value investing style since the beginning of his education and career as a professional investor more than twenty years ago, offered with his entrepreneurial approach to value investing the ideal strategic complement to the firm. Under his leadership, ECP is expanding its expertise in asset management into actively managed strategies in listed equities. European Capital Partners is a modern value investor, offering an innovative approach to the 90-year history of value investing. Following the footsteps of Benjamin Graham, Léon Kirch has developed his unique way of looking at value investing. Léon Kirch calls his own style "Entrepreneurial Value Investing”, where in the combination of entrepreneurial thinking with high conviction and consistent implementation, he has been achieving an outstanding performance over the last seventeen years for the companies and products he has been investing for. Today, investors have access to these value based strategies within a Luxembourg based investment fund or through Managed Accounts. Clients are served by an experienced and competent Luxembourg-based sales team in five languages.
11 to 50 staff
Lian Group
LIAN Group is an innovative investor and operator that builds and funds successful companies in the most impactful industries, while collaborating closely with accomplished entrepreneurial leaders and investors. We employ an Investor-Operator Model which combines investment with hands-on operation. We focus on two axes: Next-Gen Technology & Infrastructure and Healthcare Redefined. For high-potential opportunities, we maintain a Discretionary Direct Investment arm.
11 to 50 staff
Qualion Finance
Looking back on a long and rich experience, the founders of Qualion Finance decided in 2007 to join forces and expertise to create an independent management company whose sole objective is the satisfaction of its customers. Our head office is based in Luxembourg and our company is regulated by the Luxembourg supervisory authority, the Financial Sector Supervisory Commission (Commission de Surveillance du Secteur Financier, CSSF). Portfolio management is our core business. We are currently managing 1.2 billion Euros of assets with more than 25 employees. At Qualion Finance, we are convinced that complete independence is essential in order to preserve and grow your wealth. The capital of the Qualion Finance is held exclusively by the partners of the company. This independence allows us to select, together with yourself, the investments that best fit your investment profile and our strategic investment vision and this through an open and transparent architecture without any conflict of interest. Thanks to its personalized approach, Qualion Finance puts its financial expertise at your service in order to meet your unique needs and requirements.
11 to 50 staff
Bli - Banque De Luxembourg Investments
BLI - Banque de Luxembourg Investments is an asset management company offering fund and portfolio management services to institutional and private clients. BLI houses Banque de Luxembourg’s expertise in fund management, analysis and securities selection, and implements the Bank's investment strategy.'BLI' also stands for ‘Business-Like Investing', which describes our approach to the securities selection process – we treat our investments as though we were actually taking a long-term stake in the business. This approach helps us to identify quality companies with a tangible competitive advantage that produces a high level of profitability and the prospect of strong free cash flow. Such companies have the potential to create long-term value for their shareholders. The BLI approach is based on decades of experience in wealth management and excellence in investment management and consistent long-term performance, which every year attracts numerous awards. BLI’s services meet the needs of institutional investors and private individuals looking to entrust the management of their assets to an independent specialised asset management company with an international outlook. BLI offers its clients tailor-made asset management and expert investment advice through individual asset management mandates investing in equities, bonds and investment funds.
51 to 200 staff
Kuylenstierna & Skog S.A
Kuylenstierna & Skog S.A. is an independent asset management company established in Luxembourg. Our main focus is to provide asset management for private individuals and institutions in Europe. The choice of management provided depends on the client’s needs, knowledge and interests. We aim to produce tailor-made, overall solutions for our clients which is based on a long-term business relationship.
1 to 10 staff
Massena Partners
Maison luxembourgeoise d’investissement | Gestion sur mesure | 4 Md€ d’actifs sous gestion Massena Partners est une maison luxembourgeoise d’investissement, agréée en tant que société de gestion et gestionnaire de fonds d’investissement alternatifs par la Commission de Surveillance du Secteur Financier (CSSF). Depuis plus de 30 ans, nous pilotons, structurons et pérennisons les patrimoines de familles et de dirigeants fortunés, en France comme à l’international, au travers d’une gestion adaptée au profil de chaque client, définie de manière résolument libre, non benchmarkée et fondée sur des convictions d’investissement de long terme. Filiale de Natixis Wealth Management depuis 2019, Massena Partners gère 4 milliards d’euros d’actifs pour plus de 400 familles clientes, au sein d’une organisation implantée à Luxembourg et Paris. Notre approche repose sur une architecture d’investissement ouverte et opportuniste, offrant une grande flexibilité dans la sélection des actifs et la construction d’allocations spécifiques, adaptées aux objectifs de nos clients. Notre expertise s’articule, selon les orientations de gestion retenues, autour de trois grandes classes d’actifs, investies directement ou au travers de fonds : – Actifs non cotés (private equity, dette privée) – Actifs de niche et stratégies alternatives – Actifs cotés sur les marchés financiers internationaux Nos équipes accompagnent leurs clients dans la prise en compte d’enjeux patrimoniaux structurants, notamment : – Ingénierie patrimoniale et structuration internationale – Stratégie d’investissement avec une vision de long terme – Gouvernance familiale et transmission des actifs Dans un environnement de concentration accélérée de la gestion de fortune, notre indépendance dans la gestion, notre agilité et notre exigence constituent des leviers déterminants pour construire des stratégies d’investissement adaptées, dans une relation de confiance inscrite dans le temps long.
51 to 200 staff
Praemia Reim Luxembourg
Praemia REIM, previously known as Primonial REIM, is a key player in European real estate asset management. Our global vision, combined with in-depth knowledge of the local markets, gives us special access to the European real estate markets so that our institutional and individual clients can benefit from the best opportunities in all assets class: office, healthcare and education, retail, residential and hotels. We devise, structure and manage a wide range of real estate investment solutions for these clients that are appropriate to their risk profiles and strategies and generate income over the long term. Primonial REIM is a player that is fully aware of the impact of real estate on the planet and society. We integrate Environmental, Social and Governance (ESG) issues in the company’s operations and in the investment solutions that we manage. Key Figures: • +38 bn€ assets under management • 61 investment funds • Assets located in 10 European countries • investors • +500 employees • 7 established offices in Europe (France, Germany, Italy, Spain, UK, Singapore and Luxembourg) • 100% of our office investments undergo an ESG financial rating process • 90 criteria included in our assessment grid for the non-financial rating of office assets • 18 bn€ of assets invested in healthcare and education real estate.
201 to 500 staff
Smart Private Managers Luxembourg S.A
Smart Private Managers (Luxembourg) S.A. est une société de gestion de fortune luxembourgeoise créée en 2007 et supervisée par la Commission de surveillance du secteur financier. Smart Private Managers est une société indépendante, solide et détenue par ses employés. Nous n’avons qu’un seul métier : la gestion d’actifs financiers. Dans la ligne de pensée de Benjamin Graham et de Warren Buffett, nous mettons en œuvre une philosophie d’investissement dont la finalité est d’assurer la sécurité financière à long terme de nos investisseurs. Nous construisons des relations de confiance avec nos clients sur le long terme en respectant la discrétion et la confidentialité attachées à la gestion d’un patrimoine familial. Nous avons la volonté d’offrir un service irréprochable, une gestion financière de qualité en privilégiant une prise de risques contrôlée, des rendements attractifs à long terme et des frais de gestion compétitifs. Nous avons à coeur de traiter nos investisseurs comme nous aimerions être traités par tout gestionnaire.
1 to 10 staff
Sparinvest
The group is known as a specialist in value investment – both for equity and bond funds but also offers a wide range of other strategies based entirely on academic evidence of long-term success. These proven outperformance strategies include: strategic asset allocation, Danish bonds and small-cap investment. Founded in 1968 in Denmark, and with pan-European operations in Luxembourg since 2001, Sparinvest is an international asset manager, owned by a broad range of Danish institutional shareholders who support the group’s independence and prudent investment strategy. Our mission is to deliver outstanding long-term performance, through a systematic and objective approach to investment which considers risk before reward. At Sparinvest we are all committed to this goal.
51 to 200 staff
Xerys
Xerys invests in companies that are at the forefront of technology innovation in their industry, with a clearly defined strategy, supporting management teams and entrepreneurs who demonstrate passion, deep industry experience, and a long-standing commitment to their business. We look for well-articulated projects showing an ambitious, yet realistic course towards sustainable value creation, and provide the financial resources, industry networks and management expertise needed to further expand the business.
11 to 50 staff
Arcmont Asset Management
Arcmont Asset Management, an investment affiliate of Nuveen, the investment manager of TIAA, is a private debt asset management firm providing flexible capital solutions to a wide range of businesses in Europe. Established in 2011, Arcmont has raised approximately €29 ($32) billion in assets to date from institutional investors globally and has committed over €27 ($29) billion across more than 380 transactions. With a highly experienced investment team, a proven investment track record and deep technical expertise, Arcmont offers creative and flexible capital solutions to European businesses, with the reliability of a partner that values long-term relationships. Headquartered in London, Arcmont’s offices span London, Paris, Madrid, Milan, Munich and Stockholm, it maintains a local origination network and builds and preserves close relationships with sponsors, borrowers and local intermediaries. To learn more about Arcmont, visit
51 to 200 staff
Bkn Capital S.A
BKN Capital is an authorized Alternative Investment Fund Manager delivering turn-key fund solutions for alternative investment funds in a complex regulatory environment. Based in Luxembourg, we are a premier provider of independent fund management services for Institutional Investors, Investment Managers and, Bank and Non-Bank Lenders. BKN Capital specializes in building, operating and distributing Alternative Investment Fund (AIF) platforms for illiquid and complex assets with a particular strength in (credit) risk management, internal rating and valuation models. We are led by seasoned executives with extensive experience in Portfolio Management, Risk Management, Commercial and Investment Banking.
11 to 50 staff
Farad Investment Management
Founded in Luxembourg in 2005 with a Representative Office in Milan, FIA Asset Management S.A. is licensed as Professional of the Financial Sector PSF by the Luxembourg Ministry of Finance and is supervised by the Commission de Surveillance du Secteur Financier (CSSF). The company is member of the independent FARAD Group, active since 2001 in Insurance and Finance in Europe. The company is focused on the offering of Institutional Portfolio Modeling Services, Advisory Execution Services for independent institutional advisors, an integrated platform for Family Offices and Fund Management as PSF. Through an active and flexible approach, FIA provides Institutional B2B / B4B2C Clients with tailor made investment solutions. FIA has established consolidated relationships with a wide range of partners and uses a proprietary model based on an open management structure. FIA provides services under cross-border provision (LPS) in Italy, France, Belgium, Germany and in the United Kingdom.
11 to 50 staff
Fondaco Sgr S.P.A
Siamo la più importante Società di Gestione italiana indipendente totalmente dedicata agli investitori istituzionali. Rappresentiamo un centro di eccellenza di attività rivolte agli investitori no-profit unico nel panorama finanziario italiano, rivolti alla protezione dei patrimoni costruiti nei secoli e destinati a scopi sociali e collettivi. Presente sul mercato dal 2002, ad oggi Fondaco SGR può vantare oltre 18 miliardi di masse in gestione per un totale di oltre 50 investitori e uno staff composto complessivamente da più di 50 professionisti ad essi dedicati.
11 to 50 staff
Glp Capital Partners
GLP Capital Partners Limited, and certain of its affiliates, excluding its operations in Greater China, is now a part of Ares Management Corporation (NYSE: ARES). For more about Ares, visit
501 to 1000 staff
Hansainvest Lux S.A
Seit 1988 ist die HANSAINVEST mit der 100-prozentigen Tochtergesellschaft HANSAINVEST LUX auch in Luxemburg aktiv. Wir erweitern dadurch unser Angebotsspektrum und bieten unseren Fondspartnern weitere individuelle und flexible Fondslösungen nach Luxemburger Recht. Insbesondere bei der Strukturierung und Umsetzung von Plattformen für Alternative Investments (AIF) können Sie von der grenzübergreifenden Erfahrung und dem großen Netzwerk unseres Teams in Luxemburg als fachlich versierten Partner profitieren. Individuelle Fondslösungen: Ihr Partner für Fondsadministration in Luxemburg. Auch in Luxemburg bieten wir Ihnen unsere Dienstleistungen für alle relevanten Fondsvehikel an. Ob FCP oder Gesellschaft, als regulierter oder nicht regulierter Alternative Investmentfonds – für Ihre Investitionsvorhaben finden wir gemeinsam die passende Struktur. Bei der Auflegung oder der Restrukturierung eines Fonds in Luxemburg sind einige Aspekte zu beachten. Auf dem Weg zur eigenen Fondslösung sind folgende Punkte wichtig- Identifizierung des optimalen Systems der Fondsregulierung Verständnis von Anforderungen und Erwartungen der Regulierungsbehörde (CSSF)- Struktur der Verwaltungsgesellschaft - Identifizierung der Delegierungsmöglichkeiten (Outsourcing)- Fondsproduktbeurteilung und -auswahl, gemessen am Bedarf der Anleger- Zielinvestoren oder der Vertriebsstrategie - Prüfung sämtlicher Unterlagen nach Luxemburger Recht und Anforderungen - Verständnis und Kenntnisse zur Besteuerung auf Ebene des Fonds, Anlegers oder der Verwaltungsgesellschaft - Effiziente Koordination der Projektteilnehmer aller beteiligten Parteien (z. B. Vertriebsstellen, Wirtschaftsprüfer) Leidenschaftlich hanseatisch: Unsere Art der Administration Egal ob in Hamburg oder Luxemburg – wir handeln nach der Devise, die Kaufleute der HANSE einst groß gemacht haben: Wir sind weltoffen, geradlinig, korrekt und in den richtigen Momenten zurückhaltend.
11 to 50 staff
Prime Aifm Lux S.A
PRIME AIFM was founded in 2016 as a subsidiary of Prime Capital AG. Our clients have access to an international team of dedicated professionals in Luxembourg and support functions in Frankfurt. We offer an innovative, sustainable and at the same time reliable range of services. Together with Prime Capital AG headquartered in Frankfurt and with a second office in Luxembourg, we are over 125 people strong and form a highly collaborative employee community. Our people are our most important asset as they are at the heart of the relationships we build with our clients and partners. Whether it is Portfolio Management, Risk Management, Valuation or Legal & Structuring *, we are able to meet the different requirements of our third-party investment managers and asset owners in order to realize and implement their required alternative investment strategies. Whether it is about efficient ways to launch a fund, implementation of tailor-made legal features or broadening investor groups by targeted marketing initiatives – the experienced Access Solutions Team understands the diverse needs of professional investors and supports the launch of new funds with Legal & Structuring expertise * and a dedicated Project Management team. We strive to translate the complex world of Alternative Investments into meaningful and comprehensible results for our clients. Our service offering: Portfolio Management Risk Management Project Management Valuation Services Regulatory Compliance Set-up Bespoke Investor reporting and Investor onboarding Inhouse Support for Fund Set-up & Launch * Structuring Support Asset Securitisation ** Offered by Prime Capital AG, Frankfurt
11 to 50 staff
