Cyril Bedran

Luxembourg sovereign fund to invest €112m in private equity and real estate to boost tech and housing. The move marks a strategic shift for FSIL, which previously held no private market assets. Under its updated policy, up to 10% of the fund’s €745m portfolio will be invested in private equity and up to 4% in real estate, according to Finance Minister Gilles Roth. With annual government injections of €62m and expected investment returns, FSIL aims to reach €1bn in assets under management by 2030. Following the reallocation, equities and bonds will continue to represent around 82% of the portfolio, with the fund maintaining its ESG and socially responsible investment standards. Stéphane Pesch, CEO of the LPEA - Luxembourg Private Equity & Venture Capital Association, said the new allocation “will not only strengthen the local funds sector but also reinforce Luxembourg’s role as a hub for alternative investment management in Europe.” Learn how Luxembourg’s sovereign fund is using private equity to drive national growth and innovation: https://lnkd.in/dwhtCdbM #PEInsights #privateequity #investments #allocation

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Largillière Finance joins the international network of independent investment banks REACH Cross-Border Mergers & Acquisitions as its exclusive member for France.   REACH is a cross-border M&A network focused on the mid-market segment, bringing together 400 investment bankers from 23 independent investment banks in over 30 countries, known for their high-level strategic advice and strong sector expertise, serving private equity funds, corporates, and entrepreneurs.   By joining REACH, Largillière Finance brings unique value to the network with its deep knowledge of the French market, a proven ability to execute complex cross-border transactions, and an entrepreneurial deal-making approach.   Largillière Finance also strengthens REACH’s multi-sector capabilities through its recognized expertise in the Financial Services industry.   Thanks to REACH, our clients gain direct access to leading M&A partners in over 30 countries—experts known for their operational excellence and ability to deliver high-impact results with precision, agility, and speed.   For more information, see the press release link in comments. Saga Corporate Finance AS, Brown Gibbons Lang & Company (BGL), 414 Capital, Meridian Capital, Cooper Parry, Crosbie & Company Inc., Macroinvest, Banmerchant, Aventum Partners, RECOF Vietnam, Total Finans, Value Base - ווליו בייס, Invescom Corporate Finance, JBR Strategy, Corporate Finance, Restructuring, Condere, Fenix Partners, BANICOL | Banca de Inversión, IOM Advisory, Anquor Corporate Finance, Broletto Corporate Advisory, Nash Advisory   #MergersAndAcquisitions #REACH #CrossBorderM&A #MidMarketDeals #InternationalGrowth #PrivateEquity #InvestmentBanking #SectorExpertise #LargilliereFinance

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Today we announced that we’ve agreed to sell our stake in Diot-Siaci to Ardian. Since 2021, we’ve partnered with the Diot-Siaci team to support its transformation into a leading European corporate insurance brokerage group, following the merger of Siaci Saint Honoré and Diot four years ago. Since then, the business has grown significantly in scale and geographic reach with revenues growing from EUR 700 million to EUR 1 billion. “Today we can say Diot-Siaci is a leader in the European corporate insurance broker market, which we have helped expand into the Middle East and Africa. This is another great example of our partnership with management teams in our financial and insurance services portfolio of investments, where we have a demonstrated track record of success over the last three decades.” – Iñaki Echave, Senior Managing Director & Head of EMEA Private Capital Read more: https://lnkd.in/eukcyQn8

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Natixis Corporate & Investment Banking is proud to have arranged Groupe BPCE’s European Defence bond – the first to be arranged by a financial institution in Europe.   The €750 million senior unsecured bond with a five-year maturity will be used to finance and refinance assets in the defence sector.   As part of its Vision 2030 strategic project, Groupe BPCE is committed to the defense sector to address sovereignty challenges.   Read more: https://lnkd.in/eDjJCxU4

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Rothesay, together with our consortium partner Groupe CCF, is pleased to have signed a memorandum of understanding with HSBC Continental Europe agreeing to acquire a €6.7 billion portfolio of French home loans. The full press release can be found here https://lnkd.in/e74fPPXw

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New deal in the Industrial Automation sector | Our team is pleased to have advised SILEANE, the leading French provider of intelligent robotic solutions for industrial applications, on its LBO backed by Motion Equity Partners. With the support of its new shareholder, Siléane aims to accelerate its external growth strategy to expand its geographical footprint, both in France and internationally, to integrate complementary expertise, and to strengthen its teams with new talents and know-how. Our deal team: Guillaume ten Have, Michel Degryck, Corentin Muraro and Ryan Moyal Learn more: https://lnkd.in/eUzy2ker #InvestecBusinessAdvisory #Industrialautomation #Robotics #Sileane #MotionEquityPartners

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Edmond de Rothschild halts sale of Luxembourg asset servicing arm to Apex Group Ltd Termination follows Apex’s inability to secure final regulatory approval; former BNY and European Depositary Bank executive will now lead Edmond de Rothschild’s asset servicing business.  https://lnkd.in/e7nhxjdk

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🚨 Luxembourg Tax Alert: Clearer rules for investment funds 👉https://lnkd.in/em8E_sTs On 22 August 2025, the Luxembourg tax authorities published new guidance on how to define a Collective Investment Vehicle (CIV) under the tax law. 👉 Why does it matter? Because funds that don’t qualify as a CIV may fall under the reverse hybrid rules and become subject to corporate income tax. The circular brings clarity by confirming that CIVs include well-known Luxembourg structures such as: ✔️ UCIs (Undertakings for Collective Investment) ✔️ SIFs (Specialized Investment Funds) ✔️ RAIFs (Reserved Alternative Investment Funds) It also explains how to assess 3 key conditions: 1. Widely held → marketed to diverse investors (with flexibility during launch/liquidation phases) 2. Diversified portfolio → not overly concentrated, with thresholds inspired by SIF rules 3. Investor protection → supervision by CSSF or an AIFM under AIFMD 💡 In practice: this guidance aligns with current market practice but is a welcome step toward simplifying complex tax concepts and giving fund managers more certainty. At KPMG Luxembourg, our team is here to help you understand what these changes could mean for your investment structures. #Luxembourg #Tax #InvestmentFunds #ATAD2 #KPMG KPMG Luxembourg KPMG US KPMG UK LPEA - Luxembourg Private Equity & Venture Capital Association ALFI - Association of the Luxembourg Fund Industry

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