Claude Marx, Commission de Surveillance du Secteur Financier (CSSF)

Claude Marx Claude Marx is Director General of the CSSF, Luxembourg’s financial supervisory authority. Prior to his nomination as Director General of the CSSF, Claude Marx was CEO, authorised manager of Lombard International Assurance S.A., a unit-linked life insurance company, owned by Blackstone Tactical Opportunities. From 1994 to 2011, Claude Marx worked for HSBC, where he last held the position of Deputy Chief Executive Officer of HSBC Private Bank (Luxembourg) S.A. Claude Marx holds a Master’s Degree in Law from the University of Paris and an LL.M. in International Business Law from the University of London. He is fluent in English, German, French and Luxembourgish.

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?


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.

  • Claude Marx

    Claude Marx Director General Commission de Surveillance du Secteur Financier (CSSF)