Firstance

✨ Reflecting on Global Directions: Insights from the Private Wealth Management Forum ✨ Last night, we gathered at the stunning "Hall of Mirros, Stockholm, for an unforgettable evening exploring the future of global markets in light of the U.S. elections. This exclusive forum brought together leading minds in private wealth management, investment strategies, and market dynamics. Our esteemed speakers, including Klas Eklund of Dahlgren Capital, representatives from StepStone Group and Evisens, provided powerful insights and perspectives that set the stage for robust discussion. A special thanks to our sponsors: Lombard International Group WEALINS S.A. House of Reach AB Utmost Group Their support made this gathering possible, helping to drive forward critical conversations for industry professionals. #PrivateWealthManagement #InvestmentStrategies #PostElection #StockholmForum #GlobalMarkets #Networking

📆 #Savethedate: On September 18, 2024, ACA is organizing a conference in Milan focused on Luxembourg life insurance: "Italy – Luxembourg: Life Insurance as a Link". Explore how the financial and wealth management expertise of the Grand Duchy and Italy come together to serve an international clientele! We are thrilled to participate with Giuseppe Frascà as our speaker. Thank you, ACA Luxembourg, for inviting us. #Insurance #LifeInsurance #Finance #Luxembourg #Italy #ACAinternational #Firstance

Sei ancora in tempo per riservare il tuo posto al nostro webinar dedicato alla tua pianificazione successoria. Insieme al nostro partner CNP Vita Assicura e Firstance, il nostro Team di Consulenza passerà in rassegna vantaggi e strumenti utili per gestire il tuo patrimonio e pianificare al meglio il tuo futuro e quello dei tuoi cari. In particolare, tratteremo di: - Nuove frontiere dell’investimento assicurativo - Pianificazione successoria con la dott.ssa Valeria Glave, consulente legale Ebaf Consulting SA e Docente in materia successoria e di protezione patrimoniale - Pianificazione patrimoniale: il valore aggiunto delle soluzioni assicurative Prenota qui il tuo posto: https://lnkd.in/gaRS4Euq #assicurazione #polizzavita #risparmi #investimentoassicurativo #pianificazionefinanziaria #moneyfarm

📢 Exciting Recap! Highlights from the Annual Firstance Pro-Am Golf Event! 🏌️♂️⛳ We are delighted to share the success of our recent Pro-Am Golf Event held at the prestigious Bogogno Golf Resort on Monday, June 24th! This exclusive event brought together professionals from the private banking industry for a day of networking, competition, and fun. It was a fantastic opportunity to engage with industry leaders and make lasting connections in a relaxed setting. Thank you to everyone who attended and made this event a tremendous success! A special thanks to our sponsors who made this day unique: AG2R LA MONDIALE ALLEANZA ASSICURAZIONI Cardif Lux Vie CNP Luxembourg CNP Vita Assicura CALI Europe (Crédit Agricole Life Insurance Europe) Italiana Assicurazioni Lombard International Group Octium SOGELIFE S.A.   Ph: @VeronicaPons for Firstance #GolfEvent #PrivateBanking #Networking #ProAmGolf #BogognoGolfResort #Firstance  

📣 It's Official! 📣🌟  🌟 With the respective regulatory approvals, Firstance completes the acquisition of Gatsby & White SA. solidifying its position as the leading force in Europe's private insurance intermediation landscape!  🌟 To get the full scoop, read the press release where you can hear from Massimiliano Merlo (Founder and CEO) and Pieter Coopmans (the newly appointed Chairman): [download the press release below] 📰 #Insurance #Europe #Innovation #Lifeinsurance #LifeinsuranceBroker

WE ARE HIRING! Siamo alla ricerca di una risorsa giovane e dinamica che rafforzi il team progettuale di Firstance. Fai application da Linkedin o invia la tua candidatura a recruiting@firstance.com. Sotto il link alla posizione.

New milestone achieved by Firstance and CNP Vita Assicura! Together they propose a new open finance ecosystem for digital distribution of insurance investment products (IBIPs). Through this new approach the distribution of a new range of products will be greatly facilitated. This partnership represents a pivotal change in the ease of use and distribution of IBIPs. Thanks to all the teams involved! Below the press release.

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FIRSTANCE AND GATSBY & WHITE JOIN FORCES TO CREATE THE LEADING PAN-EUROPEAN PRIVATE INSURANCE INTERMEDIATION PLATFORM   Firstance and Gatsby & White are pleased to announce the signing of a binding agreement for the acquisition by Firstance of 100% of the outstanding shares of Gatsby & White S.A. and Gatsby & White Agency S.A., an independent insurance intermediation platform holding a leading position in the cross-border (U)HNWI wealth solutions market throughout Europe. Such transaction represents an extremely crucial milestone for Firstance, thus becoming a pan-European company, operating in international markets. Read the full press release herein attached