In a constantly evolving financial environment, asset management companies are facing unprecedented challenges. Digitalisation, technological innovation, and changing customer expectations are redefining the contours of their business. At the heart of this transformation, platformisation emerges as an essential strategy, but also as a major challenge.

David Zerbib, Head of Private Wealth France at Partners Group, answers questions about the rise of the private investor in private markets.

AXA IM Alts is a global leader in alternative investments with €186 billion of assets under management (1) comprising over €93 billion (2) of Private Debt and alternative credit.

The possibility for UK CCPs to offer their service to European clearing houses has been a recurring issue since Brexit and their new status as "third country CCPs".

In March 2025, the European Commission published a report assessing the application of the Shareholder Rights Directives (SRDs) approximately four years after the entry into force of SRD2.

In Europe, sustainable finance regulations aim to regulate financial operations in order to support sustainable development, encourage asset managers to take ESG (Environment, Social and Governance) aspects into account and increase the transparency of financial product providers. Here, we will focus on the new directive proposed by the European Commission:...

Addressing market challenges, liquidity risks and establishing an appropriate deployment roadmap: Europe's post-trading agenda.

The multiple strategies of the unlisted market are attracting all types of investors seeking to diversify their portfolios. Once considered a niche activity, as new players emerge, the unlisted market has begun the shift towards consolidation and normalisation.

Financial intermediation by Undertakings for Collective Investment in Transferable Securities (UCITS) has always been popular with general public investors in France.

Following the ESMA Final Report published in November 2024 and the Joint Communication of the European Commission, ESMA and the ECB on future governance, a new step has been taken.

The consultation launched by the European Markets Authority (ESMA) in the winter of 2023 provided an opportunity for the European regulator to propose a wide range of possible changes to the penalty regime, ranging from a simple change in the rates applied to complete overhauls of the system through the simple or convex introduction of progressive rates,...

On 10 December 2024, the Council of Europe adopted a directive with new rules for withholding tax procedures (FASTER).

At the request of the management company Ofi Invest AM and the insurer Generali France, Societe Generale participated, from April to November 2024, in the projects led by the Banque de France and the European Central Bank (ECB) concerning the use of a wholesale Central Bank Digital Currency (wCBDC), i.e. “exploratory” euro cash tokens, for the settlement of...

The Private Equity sector has witnessed a shift towards Evergreen funds. According to the Association of the Luxembourg Fund Industry (ALFI), Private Equity funds in Luxembourg increased by 15% in 2023 with total assets under management of €800 billion (AUM) and the growth of Evergreen structures.

While ESMA's preliminary report published last March suggested a potential move to T+1, the final report, available since November 18, 2024, leaves no room for the conditional. Not only is the move to T+1 in Europe now a fact, but it also even has a date (admittedly, this is only a proposal from the regulator; to become official, it will have to go through a...