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...Read More

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...Read More

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...Read More

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...Read More

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...Read More

HUGO RÖNNESKOG REVIEWS THE EUROPEAN COMMISSION’S PROPOSAL FOR A DIRECTIVE TO PREVENT THE MISUSE OF SHELL COMPANIES FOR TAX PURPOSES On 22 December 2021, the European Commission presented a key initiative to further contribute to and facilitate the fight against the misuse of legal entities for improper tax purposes by means of so-called ‘shell companies’....Read More

Spain’s mature market for wealth management and the high quality of life are attracting international families, especially from Latin America.  Jesus Cano, Head of Spain and Latam at Gatsby & White, expects that recent tax changes, putting pressure on how families manage their wealth, will lead to increased demand for independent and experienced insurance advice....Read More

Jusqu’à peu, le recours à l’assurance vie comme solution de gestion pour une clientèle européenne détenant des avoirs en Suisse se faisait encore souvent à la demande de clients ou de cas en cas. Il est indéniable que cette solution devient désormais un véritable outil stratégique au sein de la communauté de la gestion de...Read More

Si par le passé, le métier de courtier ou distributeur en solutions d’assurance a pu parfois être vu comme un rôle de «passe-plat» ou de simple «transporteur» entre assureur et client, il est indéniable que depuis quelques années l’activité de courtage se transforme profondément. Cette tendance est due notamment à l’arrivée de nouveaux acteurs dans...Read More

Published in BSL, Business Switzerland Luxemburg In the Swiss financial centre, considered as the world capital of wealth management, the Luxembourg life insurance mechanism has now become commonplace and firmly anchored. It now forms an integral part of the landscape of solutions used when it comes to optimizing the management of financial assets for mainly...Read More