The context of rising inflation and high market volatility has made getting a sufficient return on surplus reserves without taking excessive risks a real challenge for foundations.

Defining an investment policy prior to any financial investment is a key step to success.Claudine Dupont, Senior Investment Advisor Banque de Luxembourg

Banque de Luxembourg organises helpful breakfast seminars for this. The aim is to discuss how to generate a satisfactory return while preserving a foundation’s capital over the long term.

At the last seminar, Claudine Dupont, Investment Adviser at Banque de Luxembourg, addressed the following topics:

• What are the challenges facing a foundation in the current market environment?
• How to define a foundation’s investment policy
• How to build a portfolio tailored to the specific needs of a foundation

Banque de Luxembourg is ready to help you develop a solution tailored to your needs, taking into account the objectives and constraints of all the stakeholders of your foundation.

Please contact us to find out more about our support or to register for a seminar:

Cathy Fayot

Private Banking Adviser

(+352) 49 924 3157

Contact me