At Agama, client satisfaction is our priority
Meet our team…
The Agama team in Luxembourg has a thorough understanding of the Luxembourg financial market, its players, their operational issues and their service providers, as well as the requirements of the CSSF.
Reactive, close to our clients, we work with you, according to your development needs.
We are specialists of the financial sector, with complementary expertise and professional skills, enriched by our interaction with clients, with their service providers and with our colleagues within Agama Group.
The Agama team in Luxembourg consists of a partner and a director who work in close collaboration with consultants.
Jean-Bernard started his career in 2001 at the French financial markets authority (Autorité des Marchés Financiers – AMF), where he developed an expertise in investment strategies in the Investment Services Providers division.
In 2006, he joined a consulting firm specialising in compliance and internal control for asset managers, before taking on the roles of Risk Manager and Conducting Officer in asset management companies in France and then Luxembourg.
Together with the two founding partners of Agama Group, Philippe Levrel and Louis-Grégoire Logre, Jean-Bernard founded the Agama office in Luxembourg in 2013.
He is a member of IIA Luxembourg (Institute of Internal Auditors, Luxembourg).
Christel is a qualified auditor (réviseur d’entreprises) and member of ILA (Luxembourg Institute of Directors), ALCO (Association of Luxembourg Compliance Officers) and IRE (Institute of External Auditors, Luxembourg).
She started her career in 2003 with Deloitte Luxembourg where she worked for 16 years in the audit department for management companies/AIFMs, investment funds (UCITS and AIFs), financial sector professionals and banks.
Since 2020, she is assisting clients in the asset management, private banking, financial services and accounting sectors, adding value on corporate governance, internal control, regulatory compliance and financial matters.
Christel joined Agama in 2021.
Agama is an independent consultancy firm that provides long-term support to asset management companies/alternative investment fund managers, investment funds and, more broadly, to financial sector and asset management players (financial sector professionals, electronic money institutions, payment institutions, banks).
We are committed to serving our clients and their investors in the areas of regulatory compliance, internal control, and functional and operational organisation, by providing advice and services tailored to their expectations.
We have grouped them into 9 categories.
At Agama, we serve an entire ecosystem of players that revolve around the financial and asset management sectors.
WHY NOT YOU ?
As a leading multilingual European platform, the Luxembourg financial centre connects investors and markets around the world.
Recognised for its stability, vision and innovation by international financial institutions, it is the ideal springboard for new financial products and services. It attracts international players to finance the European and global activities of all types of companies.
of investment fund
of global cross-border distribution
of investment funds
recognition of its political,
economic and regulatory stability
As the preferred centre for the world’s leading asset managers for their range of investment funds, Luxembourg offers an open market for international fund distribution. Today, private and institutional clients have access to international investments.
Luxembourg hosts investment funds distributed in 77 countries, notably in Europe, Asia, Latin America and the Middle East.
of assets under management
in investment funds
(in August 2021)
of global cross-border investment funds
managed from Luxembourg
Global asset managers
in Top 100 domicile all or part of their funds in Luxembourg
present in Luxembourg
(in December 2020)
of the world’s leading real estate
asset managers do business
AND THAT’S NOT ALL…
Luxembourg is also :