Baptiste Venrie Monthuis
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baptistevm.bsky.social
Baptiste Venrie Monthuis
@baptistevm.bsky.social
22 followers 58 following 17 posts
Business Manager at Julius Baer History, Economics, Capital Markets, Wealth & Asset Management, Investment Banking
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🚨 Citi partners with BlackRock

Citi will leverage BlackRock to manage part of its UHNW clients’ portfolios. Citi focuses on client relationships and advice, while BlackRock handles investments via its Aladdin platform.

Read more: www.ft.com/content/c1f2...

#WealthManagement #AssetManagement
Citi to tap BlackRock for top clients’ wealth management
Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets
www.ft.com
🇱🇺 Luxembourg vs 🇮🇪 Ireland: the battle for Europe’s fund domicile crown.

Ireland has surged ahead in ETFs, but Luxembourg is fighting back with tax tweaks & regulatory changes.

Can it reclaim its lead? 🏦

🔗 www.ft.com/content/0965...
Luxembourg launches fund domicile fightback against Ireland
The Grand Duchy has lost out to its rival on passive ETFs, but is hoping to win the war with an active ETF charm offensive
www.ft.com
Reposted by Baptiste Venrie Monthuis
Private credit is no longer niche. It’s moving mainstream—but the investor base is shifting.
What do you think: opportunity or risk for those jumping in now? 🔍
#PrivateMarkets #FinancialInstitutions #WealthManagement
Why the surge? ✅ Higher returns than public markets ✅ Evergreen fund structures ✅ Easier access via wealth managers
But here’s the question: if individuals are now the main driver, can returns hold as competition for deals heats up?
#AlternativeInvestments #AssetManagement #FundManagement
💥 Private credit is booming among wealthy individuals—even as institutional demand cools.
US investors poured $48bn in H1 2025, already surpassing last year. Big names like Blackstone & Apollo are leading the charge.
FT article: www.ft.com/content/0b3c...
#PrivateCredit #Investing #WealthManagement
Wealthy Americans pour record sums into private credit funds
Individual investors among the biggest sources of growth as institutional demand slows
www.ft.com
Reposted by Baptiste Venrie Monthuis
The Wall Street bank has poached about 100 managing directors from competitors including Goldman Sachs and Citigroup since early last year, people familiar with the details told the Financial Times on.ft.com/4mGrf0A
🇱🇺 Finfluencers are booming everywhere… except in Luxembourg.

Why?
🔍 Concerns over unregulated advice
🏦 Blurred lines between influencer content and financial guidance

Is this smart restraint, or a missed opportunity? 👀

🔗 Read more: www.luxtimes.lu/businessandf...

#Banks #Brokers #Luxembourg
Banks, brokers in Luxembourg hesitate on using finfluencer power
Financial firms are keen for finfluencers to help them build awareness, but Luxembourg players remain cautious about how it plays out
www.luxtimes.lu
🤖 #Luxembourg banks are leaning into AI:
• BILGPT → in-house ChatGPT
• Berry → client chatbot
• Polaris → multilingual text assistant

94% of staff see AI as an 🚀 opportunity, not a threat.

But mortgages & succession? Still human moments.

🔗 www.luxtimes.lu/businessandf...
How Luxembourg banks are adopting AI
AI tools are already working away in the background of retail banks, but soon customers will be dealing directly with their AI banker
www.luxtimes.lu
A deal to sell Edmond de Rothschild’s asset servicing arm to Apex Group has collapsed after Apex was unable to obtain final regulatory clearance. The Swiss private bank has terminated the agreement and will now focus on internal development.
Full article: www.luxtimes.lu/businessandf...
Edmond de Rothschild’s Apex deal collapses amid regulatory hurdles
Swiss private bank ends planned sale after Apex fails to obtain final regulatory clearance
www.luxtimes.lu
Reposted by Baptiste Venrie Monthuis
La question de Lise Cook est celle de la prise de pouvoir de la Maison Blanche sur les autorités monétaires américaines. C’est plus important que la baisse des taux d’intérêt.
Il y a deux interrogations derrière
« Le lion est mort, les chacals se disputent l'empire. Enfin, on peut pas demander plus aux frères Volfoni qu'aux fils de Charlemagne. » Maître Folace
⚔️ Les frères Bouygues se déchirent sur l’héritage de leur père Francis

Nicolas, le fils aîné du fondateur du groupe, estime avoir été lésé par ses frères Martin et Olivier. Ils les a attaqués en justice, pour l’instant sans succès. #rediff

▶️ l.linforme.com/2p9dd...
📊 Low GDP exposure: Sweden 🇸🇪, France 🇫🇷
📊 High GDP exposure: Poland 🇵🇱, Bulgaria 🇧🇬
Key drivers include carbon intensity, energy mix, and policy readiness.
A new @bruegel.org working paper examines how the low-carbon transition could affect GDP across EU countries. 🌍
Some economies are more exposed to risks than others.
Reposted by Baptiste Venrie Monthuis
Bruegel @bruegel.org · Aug 25
🌏 Bruegel Annual Meetings | Europe's Asian perspective: trade, investment and geopolitical considerations
📅 3 September | 10:30-11:30 CET

🗣️ @aligarciaherrero.bsky.social, Suman Bery (NITI Aayog), Yo Kikuchi (JBIC), Maria Martin-Prat @ec.europa.eu, @zichen.bsky.social

🔗 Sign up: buff.ly/DEar8cx
Donald Trump has threatened (once again) retaliation against governments imposing digital taxes that he says “discriminate” against US tech companies.

The FT reports this could escalate trade tensions and complicate global efforts on digital tax reform.

🔗 www.ft.com/content/ff8d...
Donald Trump threatens retaliation over taxes that ‘discriminate’ against US tech
President claims other countries’ digital levies hurt American companies while ignoring China
www.ft.com
This makes miners a leveraged play on gold — but with added risk.
If gold holds steady or rises, miners may keep outperforming. If not, volatility cuts both ways.

Full FT analysis:
www.ft.com/content/9185...
Gold diggers follow the money
The danger with gold rushes is turning up too late, and previous bouts of outperformance have typically been reversed
www.ft.com
Why miners are rallying:
⚡️ Operational leverage → margins rise as costs stabilise
💰 Dividends + buybacks → disciplined capital returns
🛡 Stronger balance sheets → years of repair paying off
Gold is flat, but gold miners are shining.
While bullion has barely moved, mining stocks have jumped ~30% in the past 3 months. What’s driving this divergence?