Globalizing Private Assets: U.S. Insights and Luxembourg’s Role as a Distribution Hub
As private assets continue to globalize, US managers and wealth platforms are increasingly focused on efficient cross-border distribution strategies. Sponsored by ALFI, this session will examine the US perspective on accessing international capital and evolving investor demand, alongside the role of Luxembourg as a leading hub for structuring and distributing private asset strategies worldwide. The […]
Winning the Rollover Battle: Strategy, Scale, and Retention
IRA rollovers represent one of the largest and fastest growing asset flows in financial services. LIMRA projects $855 billion in retail rollover activity this year, rising to $1.15 trillion by 2030. While many firms concentrate on rollovers that meet traditional wealth management minimums, a substantial portion of assets fall below those thresholds. Without a deliberate […]
Asset and wealth managers face mounting operational pressure as volumes grow, data environments fragment, and new asset classes emerge. AutoRek research shows 85% of firms expect scalability strain, while 59% supporting digital assets report heightened complexity. Manual processes continue to drain nearly 16% of operational budgets and despite widespread AI adoption, integration remains limited, leaving […]
