Credit Suisse experience when expanding to Ireland

64 Pages·2017·1.92 MB·English

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Welcome Address
Robert Jeanbart
Six Financial
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Irish Government Address
Michael D’Arcy
Minister of State for Financial Services and Insurance
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Overview of Irish Funds Industry
Kieran Fox
Irish Funds
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Total Assets Under Administration – Split between Irish
& Non Irish Funds
Total Assets Under Administration
4,500
4,251
4,095
4,000 3,806
3,375
3,500
3,000
2,722
n
o
i
ll 2,500
iB 2,199

R 1,883 1,886
2,000
U
E
1,394 1,398 1,443
1,500
965 2,231
1,000 838 2,085
1,899
636 1,664
1,344
759
500 964 1,055
584 728 807 646 748
434
0
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 June-
17
Net Assets Domiciled Net Assets Non Domiciled
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Irish Domiciled Assets
• UCITS represent 75% of Irish
Domiciled Assets
• 86 UCITS Man Cos
• 156 AIFMs Registered or Authorised
• 597 AIFMs operating in Ireland on
cross border basis
• 364 ICAVs established (since 18 March
2015)
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Ireland’s Relationship with European Investment Fund Landscape
• €13 trillion in assets
• €8 trillion UCITS
• €5 trillion Alternative Investment Funds (AIFs)
• €1 trillion of net inflows into UCITS over last 3 years
• €463 billion net inflows into European funds 2016 (>30% of which went to
Irish domiciled funds)
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Growth of Largest European Fund Domiciles
250
198
200 180
h 157
t
w 150 127
116
o
r
G
100
%
50
-
2012 2013 2014 2015 2016
Europe 113 123 142 158 178
Luxembourg 114 125 148 167 177
Ireland 116 127 157 180 198
France 109 110 114 121 129
Germany 113 124 140 153 166
UK 117 135 159 179 177
Source: EFAMA Statistics
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Irish Funds: Passport to Europe & Beyond
UCITS funds & AIFMs benefit from an EU wide
passport and can be sold in any other EEA
member state without need for additional
authorisation
Global Distribution of Irish Funds: 70 countries
Top 10 countries where Irish Funds
registered for sale
1. UK 6. Austria
2. Germany 7. Luxembourg
3. France 8. Sweden
4. Switzerland 9. Italy
5. Netherlands 10. Spain
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