The March 2025 issue of SFF Magazine is already out ! Click on the following link to read and/or download the PDF version.
Structuring investments toward Latin America and tax considerations
Luxembourg: The Smart Haven for Wealth Management from Latin America
José Luis Acea Rodríguez CEO Banca March In the March 2025 edition of SFF Magazine, we have the pleasure of interviewing José Luis Acea Rodríguez, CEO of Banca March since 2016. José Luis Acea, who has had a solid career in the banking sector, joined…
A bank at the heart of Luxembourg since 1920 For more than 100 years, Banque de Luxembourg has established itself as a benchmark of solidity and trust, offering its clients personalised financial solutions of the highest quality. Although its history began with wealth management for…
As global investment flows become increasingly sophisticated, Luxembourg continues to strengthen its role as a key financial hub, offering investors a robust and adaptable platform for international expansion. Its stable regulatory framework, extensive treaty network, and investor-friendly environment make it an ideal jurisdiction for structuring cross-border investments, particularly in Latin America—a region rich in opportunities but also characterized by complex financial, legal, and political landscapes.
This quarterly dossier provides an in-depth analysis of Luxembourg’s strategic role in facilitating investments between Europe and Latin America. It explores critical aspects such as investment structuring and tax considerations, strategies to mitigate political risks, the growing appeal of Luxembourg for Latin American investors, and the latest trends shaping financial flows between both regions.
With insights from leading professionals in international finance, law, and wealth management, this edition offers a comprehensive perspective on how Luxembourg serves as a secure and efficient gateway for investors looking to navigate the complexities of Latin American markets while optimizing their global portfolios.
Luxembourg remains a world-class choice for structuring multipurpose investments, attracting asset managers from around the world. A founding member of the EU, it is a politically stable and trusted jurisdiction and has spurred the development of regulatory and tax rules for more than 30 years.…
1. IntroductionThe Latin American region (LatAm) presents appealing investment opportunities for international investors. With a population of 656 million inhabitants (read potential market), a wealth of natural resources and a market that includes the 9th and the 12th largest economies in the world (i.e., Brazil…
In recent years, Luxembourg has become an increasingly attractive or complementary alternative for Latin American family offices and UHNWI (Ultra High Networth Individuals) to channel their investment strategies, organize their wealth or design their family planning, as opposed to other more “familiar” jurisdictions such as…
In a global context of economic and political transformation, Europe is continuing to establish itself as an attractive and reliable destination for Latin American investment. Europe is still one of the areas with the world’s highest concentration of wealth, with first-class infrastructure and technology. For…
In a world where financial stability and tax optimization are essential for wealth management, Luxembourg has established itself as a key destination for Latin American investors. Its flexible legal framework, extensive network of double taxation treaties, and a variety of investment vehicles—such as Soparfi (Financial…
In the section “Women who Inspire: Finance” of this new edition of SFF Magazine, we interviewed María Andrés Riber, Head of Finance at A&G Luxembourg AM, S.A.This section aims to give visibility to women professionals who lead and develop their careers in the financial sector…
An analysis of recent regulatory changes in the alternative investment fund industry to facilitate better oversight by authorities and avoid money laundering risks.IntroductionLuxembourg has been a key financial centre in Europe for decades, and its alternative funds industry has grown significantly in recent years, driven…
In an industry where compliance, operational efficiency and technological innovation intersect, asset and fund managers face highly intricate challenges: managing and leveraging high-quality data to navigate regulatory complexity, enhance decision-making and deliver value through digital transformation. As the financial sector continues to evolve, firms must…
