• News
  • Club
  • Guide
  • Jobs
  • Delano
English
SEARCH

NEWS

CLUB

GUIDE

Jobs

Magazine

Delano

SEARCH
English
  • Register
  • Help
  • Politics & Institutions
    • Politics
    • Institutions
    • Economy
    • Justice
    • Education
    • Europe
    • World
    Latest articles
    SEE ALL
    Many prominent figures were in attendance, including the former Minister for the Economy, Étienne Schneider, pictured here alongside the US Ambassador, Stacey Feinberg. (Photo: Sophie Margue)
    POLITICS

    Relive the Independence Day celebrations [PHOTOS]

    Ioanna Schimizzi • 03.07.2026
    Luxembourg is relying on Danish wind turbines and European regulations to meet its decarbonisation targets. (Photo: Paperjam/archive)
    POLITICS

    €165m for “virtuous”… and virtual electricity

    Marc Fassone • 03.07.2026
  • Finance
    • Banks
    • Funds
    • Insurance
    • Wealth Management
    • Private Equity
    • Fintech
    • Markets
    Latest articles
    SEE ALL
    Christian Heinen, CEO at AIS ( Arendt Investor Services) and Aloysius von Mitschke-Collande, Managing Director BlackFin Capital Partners. (Photo: Arendt)
    FUNDS

    BlackFin-AIS: consolidation is gathering pace in Luxembourg

    Anissa Maamri • 03.07.2026
    The AI narrative has transitioned from simple large language model (LLM) queries to “agentic” AI, which involves “actual workflow process management capable of handling entire days of work for different roles,” said Niamh Brodie-Machura (second from the left), CIO, equities, during an investor webcast on 2 July 2026.   Photo: Screenshot from the wecast
    MARKETS

    Fidelity warns investors to prepare for a new inflation regime

    Sylvain Barrette • 03.07.2026
  • Companies & Strategies
    • Finance & Legal
    • Services & Advisory
    • Technology
    • Industry
    • Architecture + Real Estate
    • Trades
    • Retail
    Experts
    SEE ALL
    Ben Fetler (Defence Directorate): “Data reliability, the traceability of decisions and the maintenance of human oversight are becoming major issues.” (Photo: Paperjam)
    TECHNOLOGY

    Cybersecurity & Sovereignty

    Paperjam • 18.06.2026
    Sustainability “has become a strategic issue that can no longer be ignored”, according to Nathalie Dogniez, president of Eurosif. (Photo: Nathalie Dogniez)
    FINANCE & LEGAL

    ESG

    Paperjam • 21.05.2026
  • Community & Knowledge
    • Content Hub
      SEE ALL
    • PwC Luxembourg
    • Fidelity International
    • Spuerkeess
    • Norton Rose Fulbright
    • Knowledge
    • Career Moves
    • Press Release
  • Lifestyle
    • Foodzilla
    • Foodzilla Guide
    • Culture
    • Sports & Wellbeing
    • Style
    • Home
    • Travel
    • Personal Tech
    • Drive
    • Money
    • Careers
    • Transport
    • Expat Guide
  • Saturday July 04, 2026
Experts — Finance & Legal
Share

PUBLIÉ LE 08.07.2025

Wealth management

Julien Pénasse, associate professor of finance at the University of Luxembourg. Photo: Handout
WEALTH MANAGEMENT

In search of the ideal portfolio

As part of the master’s degree in wealth management at the University of Luxembourg, Julien Pénasse invites his students to question the theoretical foundations of an investment portfolio. He points out that, depending on risk tolerance and investment horizon, most investors should hold very similar diversified portfolios. More than the investment strategies implemented, it is in understanding their clients’ expectations, convictions and constraints that asset managers should seek to distinguish themselves.

Our Key Market Players

Sponsored content
  • Denis Martinato, Senior Wealth Planner & Structuring Luxembourg & Jorn Wastyn Head of Wealth Planning and Structuring Luxembourg at Quintet Private Bank (Photo: Crossfire for Maison Moderne)
    QUINTET PRIVATE BANK

    Wealth planning: a €15trn opportunity

    Denis Martinato
  • Claude Medernach, Key Client Adviser  & Anne Goedert, Key Client Adviser  at Banque de Luxembourg (Photo: Crossfire for Maison Moderne)
    BANQUE DE LUXEMBOURG

    Substantial wealth: a cross-functional approach is key

    Anne Goedert
  • Pablo Peciña, Head of Wealth Planning at Wealins (Crossfire for Maison Moderne)
    WEALINS

    Navigating global mobility with Luxembourg life insurance

    Pablo Peciña
  • Antonio Valente, Sales Director - Markets Italy & Raphaël Torres, Sales Director Markets France - Luxembourg - Belgium at CNP Luxembourg (Photo: Crossfire for Maison Moderne)
    CNP LUXEMBOURG

    Wind in its sails, life insurance conquers new markets

    Antonio Valente
  • Tanguy Kamp, Head of Investment Management Europe au sein d’Indosuez Wealth Management & Éloi Ziegler, Head of Advisory Europe au sein d’Indosuez Wealth Management (Photo: Crossfire for Maison Moderne)
    INDOSUEZ WEALTH MANAGEMENT LUXEMBOURG

    Discretionary management or advice: a strategy for everyone

    Tanguy Kamp
Follow us
  • The team
  • Contact
Privacy Policy
Cookie management Paperjam S.A.Copyright 2026 © Paperjam
Paperjam is the partner of the employer branding and recruitment platform All Eyes on Me
CIM