firstance, Author at European Wealth Tech Platform

European life insurance at the Swiss border

February 19, 2024ByfirstanceBlog0

European life insurance has been available in Switzerland for several decades now. For clients resident mainly in EU member states and depositing or having their assets managed in Switzerland in particular, life insurance has become a tool that is often unavoidable. As a means of tax planning, transferring assets and organising wealth management, the use...

Firstance and Gatsby & White join forces

December 4, 2023ByfirstanceInsight0

FIRSTANCE AND GATSBY & WHITE JOIN FORCES TO CREATE THE LEADING PAN-EUROPEAN PRIVATE INSURANCE INTERMEDIATION PLATFORM Milan and Luxembourg, 19th December 2023. Firstance and Gatsby & White announce the signing of a binding agreement providing for the acquisition by Firstance of 100% of the outstanding shares of Gatsby & White S.A. and Gatsby & White Agency S.A....

Skattehemvist och väsentlig anknytning

October 19, 2023ByfirstanceBlog0

Skattemässigt hemvist bedöms i princip primärt av lokal lagstiftning. För individer som flyttar eller investerar utomlands kan dock diverse gränsöverskridande element uppkomma där olika länder tillämpar olika beskattningsprinciper som i sin tur kan leda till internationell dubbelbeskattning. Frågan om dubbel bosättning uppkommer när man flyttar utomlands men fortfarande betraktas ha en väsentlig anknytning till Sverige....

Finnish Independence in Financial Services

September 19, 2023ByfirstanceBlog0

Antti Kunnas, Head of Nordics at Gatsby & White Agency, Finland’s sole independent multi-agency platform catering to private banks, asset managers, and family offices, emphasizes that despite the tightening regulatory landscape for insurance-based wealth planning, the deliberately chosen independent framework and distinctive service model are poised to amplify business engagement from partners seeking Gatsby &...

Flytta till Frankrike? Här är vad du behöver veta

August 19, 2023ByfirstanceBlog0

Allmänt om skatt i Frankrike Frankrike tillämpar progressiv beskattning med högsta marginalskatt uppgående till 45 %. Man betalar även sociala avgifter som är avdragsgilla enligt vissa regler. Låt dock inte de till synes höga marginalskatterna avskräcka dig då det franska skattesystemet bygger på principen om sambeskattning och att man betalar skatt efter antalet andelar som...

“IDD-ing” Current Insurance Distribution Trends

July 19, 2023ByfirstanceBlog0

Olivier Kramer, the Managing Partner at Gatsby & White, says the EU’s Insurance Distribution Directive (IDD) has redefined the industry roles of insurers and brokers. While insurers are focusing on the manufacturing and the servicing of insurance contracts, brokers are specializing in advice, distribution, product or solution suitability, identification of clients’ needs, compliance, independence and...

Gradually Transforming to a Digital Intermediation Platform

April 19, 2023ByfirstanceBlog0

Pieter Coopmans (Gatsby & White) : Gradually Transforming to a Digital Intermediation Platform As an independent, pan-European life insurance distribution business, Gatsby & White’s Chief Executive Officer, Pieter Coopmans, says the firm aims to enhance its client and business partner experience by migrating to a digital intermediation platform. However, he highlights that skilled staff will...

Monaco Life Insurance Day

March 19, 2023ByfirstanceBlog0

The first Monaco Life Insurance Day, by Gatsby & White Monaco The first Monaco Life Insurance Day, hosted by Gatsby & White Monaco, took place on March 23 at the Hôtel Hermitage Monte-Carlo. The Monaco Life Insurance Day brought together the leading European life insurance professionals who shared the latest life insurance solutions with the...

HR in the post-Covid environment

January 19, 2023ByfirstanceBlog0

In the wake of Covid, many companies worldwide have experienced the so-called ‘great resignation’ trend. People have changed their lifestyles and their approach to working, and we all have to adapt to a new reality in which it has become harder to attract and retain talent. Sophie Krikorian, HR Responsible and PA to CEO at...

No Defying the Need to Comply

November 19, 2022ByfirstanceBlog0

Ina Kroi, Chief Legal and Compliance Officer at Gatsby & White says changes in the geopolitical environment and technology are reinforcing the imperative to establish the highest standards of compliance in insurance. But while compliance must meet the new expectations, she emphasizes the drive for a true value proposition beyond regulatory issues. What trends are...

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