When launching a new issuance of securities, such as bonds, notes, sukuk or security tokens, the promoters regularly choose the Luxembourg securitisation vehicle (SV). The promoters of the SV can either: 1.Establish their own securitisation company or securitisation fund; or 2. Choose to rent a compartment of an existing securitisation platform. Having your own securitisation…
Luxembourg is one of the most established and trusted jurisdictions for wealth management and holding vehicles. The SOPARFI (Financial holding company or sociéte de participations financières) and the SPF (Family Wealth Management Company or société de patrimoine familiale) are well established solutions, that continue to be very popular. The Special Limited Partnership (SLP or SCSp)…
What are SPACs? The Special Purpose Acquisition Company (SPAC) is a special purpose entity, established by investors, that raises money through an initial public offering (IPO) in order to merge with or acquire another business. The ultimate goal is: 1. to raise sufficient funds to acquire the target company, and 2. to list the target…
Establishing a real estate fund or company? There are different real estate fund types and companies in Luxembourg. Depending on the needs of investors and promoters, you can choose the most suitable fund type: SOPARFI: (Financial holding company or sociéte de participations financières). Due to its flexible financing policy, its structural benefits, its lack…
Why Luxembourg? Luxembourg offers a variety of solutions to establish private equity funds and companies. This flexibility has made Luxembourg a globally leading domicile for private equity funds, the second largest investment fund centre in the world after the United States and the largest fund domicile in Europe with currently almost EUR 5 trillion of…
What is a fund distribution platform? There are a variety of fund distribution platforms available and their number is constantly increasing. Banks were traditionally the first contact point for retail investors and offer their own funds to their customers. This is changing in recent years, as retail investors are having direct access to fund platforms.…
What is a SOPARFI? A SOciéte de PARticipations FInancières (or short: SOPARFI) is a financial holding company in Luxembourg. The corporate purpose of the SOPARFI is to hold and manage financial participations in other undertakings. The SOPARFI can be established in various legal forms, depending on the needs of the investors, the management of the…
What is an investment fund manager in Luxembourg? Investment Fund Managers in Luxembourg (IFMs or Gestionnaires de fonds d’investissement) refers to UCITS management companies, other management companies, Luxembourg branches of IFMs, self-managed investment companies, authorised Alternative Investment Fund Managers (AIFMs) and internally managed Alternative Investment Funds (AIFs). Why set up a IFM in Luxembourg? Luxembourg…
