Hugues Gillibert, Fitz Partners Ltd.

Hugues Gillibert

Hugues Gillibert is founder and CEO of Fitz Partners Ltd.

In 2013, Hugues launched Fitz Partners, a unique source of meticulous calculations of investment fund costs permitting asset managers and their boards to conduct accurate reviews of their funds operating fees and other expenses,

A pioneer in fund cost calculations in Europe, from 1996 Hugues developed Fitzrovia International alongside Paul Moulton before selling their well-respected business to Lipper. He has supported industry working groups on fund expenses and spoken at diverse industry events.

Hugues gained an MSc in Finance from Strathclyde University in Scotland and a degree in European Business Studies from Bordeaux KEDGE Business School in France.

Agenda

09.40 - 10.00

Value assessments - a known unknown?

What are value assessments? Are value assessments coming to Luxembourg and why? What might be the implications and consequences?

  • Laura Bampfylde

    Laura Bampfylde Senior Manager Product Development HSBC Global Asset Management


10.00 - 10.30

Product innovation: new kids on the block

Product evolution with the investor in mind: what will “products of the future” look like? Why are they needed?


11.05 - 11.50

ESG: How to really add value for investors

A practitioner’s view, a practical case and a country’s vision for the future


11.50 - 12.25

"Dear CEO, ..."

An insight into the current thinking of CEOs in these transformative times.


14.30 - 15.15

Listen to the investor (part I): institutional investors

Perspectives from pension funds, insurers and private banking: what do various types of institutional investor need from the asset manager? How are those needs changing? Can Luxembourg be the domicile of choice for the PEPP?


15.45 - 16.30

Listen to the investor (part II): retail investors

Does the asset manager really serve the retail investor, or is it merely a provider of raw materials for the evolving advice and distribution channels? We adopt three personae: the millennial, the middle-aged household head, and the retiree, and seek solutions for their needs and outcomes from three channels: the asset manager, a retail bank, and a new platform proposition. Which one offers the best solution for our personae?


16.30 - 17.10

Investor education: let's get serious

Saving and investment explained, simplified and demystified: two approaches to encouraging the many people without savings/investment plans to get started.