Diversify your investments with Private Equity

Would you like to diversify your portfolio beyond traditional equities, bonds and commodities by opening it up to other asset classes? Private Equity represents an opportunity to diversify your investment portfolio. By taking a stake in unlisted companies, you are investing in businesses with high growth potential.

From an asset allocation perspective, Private Equity has its place in a diversified portfolio and offers a wide range of investment opportunities. Jérôme Zahnen, Head of Private Equity

What are the benefits of Private Equity?

Of the many benefits that Private Equity offers, two stand out:

• In performance terms, Private Equity has historically delivered a higher return than traditional asset classes over the long term ¹.
• Private Equity also increases a portfolio’s diversification and exposes it to a part of the economy that cannot be accessed through traditional products. For example, 86% of all companies with sales in excess of USD 250 million are privately held. ².

¹ Source: “Global Private Equity Report 2023”, Bain & Company

² Source: S&P IQ Database (Europe, North America, Asia)

Who should invest in Private Equity?

Private Equity suits well-informed private investors who are able to commit to a long-term investment horizon, and who are seeking entrepreneurial investments that offer clear growth strategies.
Investors who can tolerate high levels of risk and illiquidity can use Private Equity investments to diversify a portfolio beyond the traditional asset classes.

What is our approach to Private Equity?

Banque de Luxembourg offers special access to Private Equity through a structured fund-of-funds approach. This strategy is based on rigorous selection by our in-house experts of target funds managed by partners recognised for their expertise and the quality of their track record*. By investing with us, investors benefit from a diversified portfolio of unlisted companies, carefully selected for their long-term growth potential.

^* Past performance is not a reliable indicator of future performance.

Our dedicated team allows you to:

Set a target allocation

And gradually build a diversified Private Equity portfolio.

Access a wide range of alternative investment products

Due diligence and monitoring of your commitments.

Benefit from administrative support for your investments

And cash flows (capital calls, distributions, etc.).

Obtain a consolidated report of your

Private Equity investments.

What are the risks?

• Liquidity risk: Private Equity investments are made via unlisted assets which, by definition, are not liquid. Investments may be subject to a blocking period during which they cannot be sold.
• Investment risk: Private Equity investments are long-term investments (generally at least 10 years). Before investing, you need to be sure that you have the necessary funds to be able to meet the various calls for funds.

As a general rule, any investment involves risk – particularly capital loss (total or partial).

For more information

 

The right Private Equity portfolio in uncertain times

The advent of a new era of higher interest rates is reshuffling the deck for all asset classes. Having thrived in the low interest rate environment of the last ten years, Private Equity is now forced to adapt to this new environment.

How does a Private Equity investment work?

We provide personalised support

Jérôme Zahnen

Head of Private Equity

(+352) 49 924 5549

Contact me

Clément D’Espagnac

Investment Advisor – Product Specialist Private Equity

(+352) 49 924 4434

Contact me