Christian Diller

Germany: Fund industry grows by 6 per cent ▪️ Equity funds with record assets ▪️ Bond funds with highest sales since 2012 ▪️ Balanced funds and property funds with outflows ▪️ Decline in new business for Spezialfonds The fund industry manages a record EUR 4,413 billion in assets for investors in Germany as at the end of September. This is an increase of over 6 per cent since the beginning of the year (EUR 4,149 billion). At EUR 2,183 billion, the majority is accounted for by open-ended Spezialfonds for institutional investors. These are primarily retirement pension schemes (EUR 768 billion) and insurers (EUR 536 billion). The fund companies manage EUR 1,524 billion in open-ended retail funds, EUR 645 billion in mandates and EUR 61 billion in closed-ended funds. In the first nine months of the year, the industry received net new money totalling EUR 21.3 billion. Open-ended retail funds accounted for EUR 20.6 billion of this, compared to EUR 14.0 billion in the same period last year. For further information, please see the press release: https://lnkd.in/eUKaYcPm Peggy Steffen Christiane Lang Frank Bock Volker Weber Magdalena Kuper Kai Schulze Yvonne Schulz Sebastian Oys Christian Anger Moritz Bartsch Rudolf Siebel Felix Ertl Daniel Mettlach Marius Seibert Jenny Seydel Marc Bubeck Sebastian Krämer- Bach Klaus Papenbrock Dr. Sinan York Temelli Cvetelina Todorova Jasmine Carolin Schimke

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Homburger acts as counsel to SIX Group in connection with the contemplated acquisition of Aquis Exchange, which was announced on November 11, 2024. The Homburger team is co-led by Jürg Frick and Kramer Stefan (both Banking / Finance) and includes Benjamin Leisinger, Stefan Bindschedler, Alexander Wherlock, Sofiya Shavlak and Riccardo Pompeo (all Banking / Finance) as well as Stefan Oesterhelt (Tax). Read the full article >> https://lnkd.in/dN8nZKTr #Legalcommunitych #legaladvisor #acquisition

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The Lucerne Alternative Investments Fund (LAIF) July 2024 Factsheet is now live on our website.   Our report explores the cyclical nature of big-idea investing and the consequences for investors, where initial hype and inflated expectations often lead to disappointment when performance falters.   You can read our insights and analysis at the link below: #alternatives #Alts #investments #performance

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Our own Mark Zuend, Head of Private Equity, spoke with FOKUS, the business magazine of Swiss newspaper Tages-Anzeiger, about why private equity can be an innovative alternative to traditional investment strategies. He discussed the exciting trends he is currently seeing in the market, as well as some of the challenges that private equity is facing. Follow the link and read the full article (in German) below! https://lnkd.in/e2sWvpZR #privateequity #alternatives #PEtrends

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/e47ZpnZf [For professional investors only] #investing #AlternativeInvestment #PrivateMarkets

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Das Zelt: 200 investors mark surpassed🎪 Das Zelt's crowdinvesting campaign on conda.ch is still open for investment for another 4 days. So far, over 200 investors have already invested in the company and have provided almost CHF 550,000. So you only have 4 days left to participate in the company's future plans with an investment. You can find all the campaign information and the investment function here: ➡️ conda.ch/daszelt DAS ZELT Adrian Steiner Noëmi Hügin Alona Klumpe Christian Klumpe Linus Gabrielsson Karl Schleifenbaum #DasZelt #Switzerland #Entertainment #Crowdinvesting #invest #Investment

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I am extremely happy and proud that after months of work with a great team we now expand our product portfolio with the launch of three new funds on the major investment themes of 'Digital Economy,' 'Circular Economy,' and 'Healthy Longevity'. Thematic investments with a focus on sustainability have a tradition in asset management at Zürcher Kantonalbank. For almost 20 years, the existing thematic funds have focused on growth opportunities in the two investment themes 'Water' and 'Climate.' Swisscanto Asset Management International Zürcher Kantonalbank #sustainablefinance #digitaleconomy #circulareconomy #healthylongevity #water #climate

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More than two years ago, I started my journey at FLEX Capital with the intention of building a top-tier HR case in Germany's PE sector. Value Creation and HR as a subfunction have a low level of maturity in small and mid-cap PE, but I believe they have enormous potential in most PEs' toolboxes because it's much more than "just" recruiting! Therefore, I am happy to have a platform and an interview partner with Private Equity Observer (PEO) 's founder, Pascal Philipp Buck. In the interview, we explored the nuances between HR responsibilities in PE and non-PE environments. At FLEX Capital, we focus on strategic and operational HR work within the fund and our portfolio companies. Our investment focus on small—to medium-sized software enterprises in the DACH region allows us to create tailored playbooks addressing common challenges like attracting and retaining top talent, building stage-appropriate HR solutions, and increasing Leadership as overall maturity. We delved into the importance of pre-deal HR involvement, discussing how recognizing and addressing HR-related white spots can significantly impact the deal cycle. I shared insights from my experience and introduced the maturity model I've developed for strategic HR work, which is now being applied internally for HR, Finance, Tech & Commercial DD, and value creation. One highlight of our discussion was the concept of Workforce Planning versus traditional hiring approaches. At FLEX, we believe in "No hiring without a business case," emphasizing aligning business strategy with people strategy for optimal performance. I also touched upon the critical role of management audits in ensuring that exemplary Leadership is in place, particularly in succession planning scenarios. Our structured approach helps us find the best CEO fit for each unique organizational situation. Our People Strategy at FLEX Capital underscores the employee as a critical value driver. We aim for maximum synergies with minimal complexity during group and platform building. This strategy is crucial in maintaining our portfolio companies' cultural fit and operational efficiency. For HR professionals looking to venture into PE or VC, my advice is to deeply understand the financial-driven nature of these environments and embrace the value of making observations measurable. We covered some ground in HR Value Creation, and I am grateful for the opportunity to share our journey. As you never walk alone, a big shoutout to my incredible team, Lars Meyer, Christoph Oesterheld, Gregor Hemeyer, Alessa Schlegel & Le Suong Ho, and Peter Waleczek & Christoph Jost, who make all this possible by seeing more in HR than "just" recruiting! Watch the full interview for more insights! Let's connect if you are interested in HR Value Creation, organizational design, or Maturity in the PE context! #PrivateEquity #HRValueCreation #FlexCapital #HumanResources #PeopleStrategy 

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On the topic of ‘US exceptionalism’ and European investors’ portfolio home biases: I wanted to flag the great work of my colleagues Dr. Stephanie Lang, Marina Evtimova, CAIA and Chiara Valzano. One of the key findings from their latest analysis of over 250 of the largest multi-asset, moderate-risk portfolios in Europe is that: compared to a broad global equity exposure, the average portfolio is generally under-exposed to the digital disruption and AI ‘mega-force’ - as a result of under-allocation to the US, where some of the biggest tech and AI-related firms are listed. AI is one of the five long-term structural trends (‘mega forces') that we think are poised to drive future returns - together with demographic divergence, a fragmenting world, the future of finance, and the low-carbon transition. Targeting companies in sectors and regions that stand to benefit from these ‘mega forces’ can shape portfolio outcomes – so is it time to re-think portfolio construction practices anchored to a regional approach, as well as long-established home biases?

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Today, I am very proud on my Private Equity team and all involved colleagues from #zkb #swisscanto We announced the Final Close of our Swisscanto Private Equity World Carbon Solutions I Fund at USD 150m (CHF 130m)! #decarbonization Great achievement together with Charlotte Jacobs Jessica Costantini Christian Sarwa Sebastien Marang Marco Hefti Stephanos Edler, CIIA Marc Müller Dr. René Nicolodi, CAIA Iwan Deplazes and the whole ZKB/Swisscanto crew. 💥 More exciting news to follow over the next months 👊 #assetmanagement #privateequity #venturecapital #swissgrowthfund

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IPOX 2025 Outlook Building on 3 consecutive years of capital raise improvements, stabilizing interest rates & exceptional earnings from newly public companies, Josef Schuster believes that 2025 could see an #IPO revival. HT Dr. Lukas Muehlbauer https://lnkd.in/edP9eT5P

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New Podcast Alert! 🎧 In today’s fast-evolving financial landscape, staying ahead of the latest trends is crucial—especially in asset management. At Tolomeo Capital AG, we just released a new episode exploring the key market shifts influencing the future of investments. From the rise of sustainable investments to the impact of digitalization and inflationary pressures, we cover everything you need to know to stay informed. 🎥 Watch the full video now and discover how you can adapt your strategy to navigate these changes successfully!

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DN Capital exits fintech Brigit 24.12.2024 - Investoren Plattform News: Private Equity DN Capital (DN), a global early-stage venture firm, has exited its investment in Brigit, a financial technology company, following its $460m acquisition by Upbound Group. und mehr als 10.200 weitere Artikel finden Sie unter: https://lnkd.in/e7C_eC-8

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Private markets for Private investors - We think a #diversified exposure to #public and #private assets has its benefits provided liquidity aspects are clarified and understood. We want first ensure the right risk/beta exposure. Astute manager selection may potentially add alpha as the #icingonthecake. #privatemarkets #beta #alpha (when investing, your capital may be at risk) Ring the 🔔 next to my profile picture for occasional snippets on financial markets. Deutsche Bank Deutsche Bank Private Bank

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Join us for the Mercer Alternative Investments Conference on November 21 in Zurich. This exclusive event brings together CIOs, CEOs and portfolio managers from the world's leading asset owners and banks. The panels will focus on actionable macroeconomic insights and offer interactive roundtables on building institutional private market programs across four different asset classes. Register now to secure your place: https://lnkd.in/edM_bZxf #investing #AlternativeInvestment #PrivateMarkets

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The Democratisation Of Private Equity: A New Horizon For Retail Investors In a recent conversation with Margareta (Molly) McConnell of DACH at Moonfare, the future of retail investing in private equity was discussed . At the Zero One Hundred Conferences (PE & VC Platform) in Vienna, McConnell shared insights into the evolving landscape of private equity, emphasizing its broader implications for individual investors and the market at large. McConnell outlined a vision where the democratisation of private equity emerges as a long-term trend, fueled by various factors including investor appetite, regulatory advancements, and digital innovations. Despite hurdles like high entry thresholds and liquidity constraints, regulatory catalysts like the European Union 's ELTIF 2.0 legislation promise to reshape the landscape, potentially channeling billions into new investments. Moreover, as investors increasingly prioritize portfolio diversification and navigate the public vs. private market conundrum, opportunities in private markets continue to grow. McConnell's observations underscore a paradigm shift towards inclusivity, diversification, and the strategic integration of technology, offering retail investors unprecedented opportunities in this new investment frontier. Thank you Josipa Majic Predin for this article in Forbes https://lnkd.in/efWRDjAi #vc #finance #equity #privateequity #tech #bankingandfinance #investments #companies #investors

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Private markets remain muted in Q3, but recent interest rate cuts could prove a tailwind 05.11.2024 - Investoren Plattform News: Real Estate The latest Preqin Quarterly Updates show challenging fundraising and deal-making conditions for fund managers across most asset classes and regions. But interest rate cuts around the world could provide a tailwind in the final quarter of 2024. und mehr als 9.700 weitere Artikel finden Sie unter: https://lnkd.in/eKPzZdy8

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