Over 150 business partners and other professionals attended the Grand Opening of Gatsby & White’s new offices on Thursday evening on 16 June at 40 rue du Curé in the old centre of Luxembourg, a building classified as national monument.
The firm was established in 2013 in anticipation of the regulatory challenges relating to the intermediation of insurance-based investment products that business partners confront. Three years on, Gatsby & White sets the gold standard in its market, has over €2bn Assets under Administration and is the preferred provider for several leading business partners.
Gatsby & White is an independent, privately-owned company defined by its integrity and freedom to offer impartial advice. It is pro-active, fast moving and committed to multijurisdictional expertise and quality advisory services.
It has 2 major activities. The first one is the on-boarding of existing life policies to make them compliant and effective again. The second one is the brokering of new, life insurance based wealth planning solutions.
Based on its hands-on experience and expertise in the life insurance market and in-depth understanding of the client’s immediate and longer term wealth planning objectives, Gatsby & White’s Trusted Advisors are best placed to guide the client in selecting the right solutions and providers and to negotiate the best terms and conditions.
Gatsby & White is brokering long-term wealth planning solutions in full compliance with the client’s local regulatory environment in the EEA, in Latin America and in Russia.
Further tightening of the regulatory environment (PRIIPs, MiFID II, IDD) will reshape the entire distribution landscape of insurance based investment products. This will be finalised in early 2018 and that is exactly the reason why Gatsby & White is now interested in new Trusted Advisors with the required expertise, seniority and impact on their relationships.
