Monaco Life Insurance Day 2024: A Resounding Success Gatsby & White Monaco proudly welcomed industry leaders and professionals to the second Monaco Life Insurance Day on April 18, held at the Fairmont in Monte Carlo. The event proved yet again to be an invaluable platform for insight into the world of life insurance solutions tailored...Read More

“Navigating Regulatory Waters with Integrity and Innovation”. In the heart of Monaco’s thriving financial district, a distinguished player is transforming the landscape of wealth protection. Gatsby & White, an independent, privately-owned European life insurance intermediation platform, is redefining the role of life insurance brokers in the principality. Their commitment to delivering customized life insurance solutions...Read More

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...Read More

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....Read More

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 &...Read More

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...Read More

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