Rajaa Mekouar

We are thrilled to announce our collaboration with Grégoire Imfeld, the founder of ONE Family Governance, in our latest series exploring Family Office governance. The report titled "Single Family Office blind spots: Practitioner perspectives on the 10 most common Missteps" authored by Gregoire, uncovers the top 10 common mistakes Single Family Offices must avoid when navigating governance. This will be a 5 part series released over the next five weeks. Each part consists of two chapters. Part 1 is now live - in this part of the report, Grégoire traces the historical roots of wealth management, examining its evolution from ancient civilizations to contemporary entrepreneurship. In the first two chapters (Missteps #1 and #2), he emphasises the importance of prioritising objectives over individuals and the critical need for creating a mission statement for effective governance. As an expert in Family Office recruitment, Agreus have also provided commentary to enhance the discussion. Stay tuned for forthcoming releases as we delve deeper into the best governance practices for Family Offices. Access part 1 on our website via the link below: https://lnkd.in/eKZv9u3g #FamilyOffice #Governance #WealthManagement 

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🌟 Navigating the M&A landscape in 2024: Key trends and insights🌟 👀The latest edition of the M&A Monitor by the Vlerick Centre for Mergers, Acquisitions and Buyouts reveals important trends in the Belgian M&A market. Here's a summary of the 9 clear trends shaping the market extract from Banque van Breda which contributed to the study : 1. Decline in Acquisitions: High interest rates, macroeconomic challenges, and geopolitical uncertainties have led to a significant decrease in acquisitions globally, particularly in large-scale transactions.    2. Promising Start to 2024: With lower interest rates and available liquidity, the market shows signs of recovery, especially among SMEs.    3. Stable Transaction Values for SMEs: The valuation multiple for transactions under €5 million remains steady at 5.2, while larger deals see a slight decline. 4. Sector-Specific Valuations: Knowledge-intensive and innovative sectors like Technology and Healthcare continue to command high multiples, while capital-intensive sectors see lower valuations. 5. Stable Financing Rates: Despite higher interest rates, the net financial debt/EBITDA ratio remains stable, indicating consistent financing availability for desirable targets. 6. Increased Vendor Loans: The use of vendor loans in SME transactions has risen significantly, highlighting the growing importance of seller financing. 7. Longer Transaction Processes: Due diligence and negotiations are taking longer due to market volatility, with most transactions now exceeding six months. 8. ESG as a Necessity: Environmental, social, and governance (ESG) criteria are now crucial, with over 80% of financial buyers incorporating ESG factors into their investment policies. 9. Data and AI Utilization: Buyers increasingly leverage data analytics and AI for insights and strategic decisions, although sellers lag in utilizing these tools. ✅Contact us today to learn more about how we can support your M&A journey! #MergersAndAcquisitions

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After the many reports, a short version about why relaunching the CMU is really critical, and how to unlock the project, by the Cercle de la Régulation et de la Supervision Financière (CRSF)

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🗞 [#Press] Vincent Mortier, Group CIO at Amundi, is featured in 21st Century Business Herald’s "Dialogue with Asset Managers". Among the topics discussed:  ▶️ Amundi’s strategic shift to Asia ▶️ China’s #economic adjustments ▶️ Comparative #inflation trends in the US and China ▶️ The future prospects of China's #bond, #equity, and wealth management sectors.     Read the full article in Chinese 🔽 https://lnkd.in/eJRuWbYK

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Last chance to book your place! The Women in Private Markets Summit: North America is just two days away, don’t miss your chance to join 400+ attendees in New York and gain the latest insights on the key trends impacting key asset classes across private markets. With four tailored forums focused on private equity, infrastructure, real estate and private debt you’ll gain the insights you need to drive your future success. Book your spot here: https://okt.to/iLcJXg #WiPMNA #PrivateMarkets #Alternatives #Fundraising #InstitutionalInvestors

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💪 Finally, time for action. Excited to hear some substantial conversations and action taking place around the panels of the sustainable finance field at the 1st edition of the Rencontres de l'Institut de la Finance Durable! "We need to avoid finding ourselves with a great deal of stranded assets," Stéphane Dedeyan Directeur Général, La Banque Postale. YES! Key takeaways: 1️⃣ People have to be at the heart of the transition. 2️⃣ A new industrial revolution at the planetary scale spearheaded by France - the additional investment needed to reach carbon targets amounts to between 60 and 70 billion euros per year! 3️⃣ Europe is at a fascinating crossroads, leading the charge to align global finance with ambitious sustainable goals. The companies that embraced this shift early on are poised to reap the most rewards. In other words, today's pioneers are tomorrow's leaders. 🤔 Is the era of approaching non-financial disclosures as tick the box exercises over? I am looking forward to following this year's development into numbers. #energytransition #IFD #entreprises #finances #sustainablefinance #justtransition #climatecrisis #biodiversityloss

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How were EPFR-tracked fund flows impacted by France calling for a snap election following the UK’s decision two weeks prior? In the week to June 12: >> France Equity Funds posted their 20th outflow year-to-date. >> UK Equity Funds extended an outflow streak dating back to November. >> UK Bond Funds recorded their biggest outflow in 22 months. Discover further investor sentiment trends in the Global Navigator >> https://hubs.li/Q02C3C480

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In the first of a series of articles, Grégoire Imfeld, founder of ONE Family Governance, looks at some of the pitfalls that Single-Family Offices need to avoid #singlefamilyoffice #strategy

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Today's episode is an exciting one for me — personally. I brought on Niklas James and Max Lummis, CPA, CVA, CFE, my 2 partners in Minds Capital, a fund we've recently launched to invest in the deals of searchers & sponsors. So this is the formal announcement of a project one year in the making. I didn't want this to just be a self-promotional episode, so we make a point to discuss Minds Capital in a way that is valuable to you. We talk about: * how a fund comes together, * why we would want to raise a fund, * what it was like to ourselves raise money from investors (the LPs), * how the perspective as an investor differs from that of a business buyer (listen closely there), * why small acquisitions are hard for a fund to invest in, * and much more. As you'll hear me say at the end, I'm thrilled to be partnered with Max & Niklas, who have years of experience and relationships in our space, but just as important, are 2 individuals I consider of the highest caliber. To learn more about what we're doing (or if you have a deal under LOI that you're raising money for!), see MindsCapital.co. Please enjoy this conversation with Max Lummis, Niklas James, and me, the 3 general partners of Minds Capital! 👉 link to interview in comments below

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We are thrilled to share that our CEO Brice Vandevoorde has the honor of participating in an upcoming event organized by EY Luxembourg, focused on the dynamic world of structured finance. Structured finance has seen remarkable growth in recent years, emerging as a credible alternative for capital markets financing across various asset classes, including digital assets, real estate, ESG investments, and more. With the flexibility offered by Luxembourg's securitization law, the landscape for financing has never been more diverse. Join us as we delve into crucial topics such as: 🔍 Exploring the challenges, opportunities, and limits of structured finance. 💡 Understanding digital assets and the advantages of tokenization with rwa 🔒 Assessing the strength of governance in this evolving ecosystem. 🏦 Navigating bank regulatory constraints and the concept of "skin in the game" to enhance financing capabilities. This promises to be an insightful discussion, offering valuable insights for professionals in finance and beyond. This event is open to AIF Club members or by invitation. For more information: https://lnkd.in/gC_TSc75 #StructuredFinance #Tokenization #FinanceEvent #EYLuxembourg #FinanceInsights

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European family offices should allocate more to private equity! By region, family offices in North America allocate 35% of the average portfolio to private equity and 8% for hedge funds; in Latin America, 18% and 2%; in Switzerland, 18% and 3%; in the rest of Europe, 22% and 4%; in the Middle East, 27% and 5%; in North Asia, 18% and 6%; and in Southeast Asia, 19% and 5%. #familyoffice #wealthtransfer #assetallocation #investmentstrategy #investmentmanagement #privateequity #returnoninvestment #portfoliomanagement #risk #return

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Since the 2008-2009 financial crisis, demand for asset-based financing has surged in Europe, driven by the ecological transition and the investment needs of SMEs and mid-sized companies. Groupe BPCE's €1.1 billion acquisition of Societe Generale Equipment Finance - SGEF highlights this trend and underscores the appeal of asset-based or asset-backed financing in a market experiencing an average annual growth of 6%. #Finance #AssetBasedFinancing #Investment #SMEs #SustainableFinance #Growth #FinancialTrends #Innovation #FinancialIndustry #Strategy #Leadership

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Chia Network Navigates IPO Hurdles, Eyes Market Conditions ➡️ Read All : https://lnkd.in/e_JwUMhu Financial Challenges Stall IPO Plan In 2019, Chia Network,the parent company of inventor Bram Cohen’s BitTorrent, had serious troubles during its IPO. The ambitious plans... [...] #ChiaNetwork #CryptoIPO #BlockchainInnovation #FinancialChallenges #FutureInitiatives #Crypto #Altcoins #NBTC

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The alternative investment industry is essentially controlled by American firms (72%) and some UK players, although a Swedish nugget (EQT Group) and a few French players (Ardian, PAI Partners, Eurazeo, Tikehau Capital) are successfully competing in this ecosystem. Attached is a chart (Private Equity International) detailing the amounts of funds raised from 2018 to 2023.

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Jeroen van Oerle, CFA, Portfolio Manager for Global FinTech at Lombard Odier Investment Managers, Martin Bednall, CEO at Jacobi Asset Management and Quentin Werlé, head of portfolio management at 6 Monks (6M) will talk about "The conflict between regulation and innovation" at our upcoming FundsTech Forum London. No one doubts the importance of regulation for delivering investor protection and market stability. But the regulatory costs on #assetmanagers are substantial and occur at a time when firms are investing heavily in #digitaltransformation and when smaller fintech players who lack regulatory resources are trying to aid positive change in the industry. Is there a danger that regulation could hinder innovation? Do regulators take proportionality into account? And will #DORA – the digital resilience act – hinder progress, just as another slab of regulation – MiCA – is trying to foster progress? More information about the event and agenda: https://bit.ly/3uKHe8n #fundstech #fundstechforum #fundstechforumlondon We encourage you to register, if you do not meet the complimentary criteria but would like to attend, contact your account manager: events@definitearticlemedia.com.

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AGRICOLTURE : PILLAR OF THE ECONOMY AND GUARDIAN OF THE PLANET In the context of global finance, agriculture represents a key sector for market stability, influencing investment dynamics, international trade, and economic policies...

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French wealth is at stake. According to Le Monde, gross domestic product (GDP) related to employed people, has increased by 6% in the United States, has stagnated in the euro zone (−0.4%), but has fallen by 3.5% in France, since 2019. As a result of that, GDP per capita is $58650 in France, while it is $81630 in US. The explosion of Public spending on one side and the drop of productivity on the other, pose a double threat on the French wealth. If public spending is in the hands of the State -the outcomes of the current elections will be critical-  productivity is in the hands of the companies. It is more than urgent to take decisive actions to recover a good level of productivity in France. Digitization, robotization and education are the three success factors. This implies major transformation programs.  #productivity #wealth #transformation

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It was a pleasure and privilege to have a very frank, direct and highly productive conversation with Madame State Secretary for Economic Affairs, Helene Budliger Artieda and Mr. Martin Saladin, SECO Head of Operations, who have been in charge of the Swiss government aid programme for Ukraine, which has been ongoing since the very beginning of the war. Swiss Federal Council has just recently approved a substantial CHF 5B package aimed specifically at the reconstruction of the Ukrainian economy and we discussed how Richfox Capital as the Swiss regulated investment manager can play an active role in this effort and work together with the Swiss government to utilise our network and experience gathered on the ground in Ukraine in the last two years, to help secure the prudent placement of these investments while maximising the effect for the benefit of the Ukrainian people. Although Switzerland is well-known for its fierce neutrality through centuries, no one can reasonably doubt where the Swiss loyalties lie in this circumstance - it’s firmly on the side of peace and rule-based world order. Ukraine is the one defending these important principles in the current struggle. I am proud that Switzerland, my home, has just made additional extraordinary steps in its support at these difficult times. #ukraine #warinukraine #switzerland #reconstruction #aid #investments #rebuilding

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