March 16, 2018
OneLife’s team of experts partnered with 17 speakers of international acclaim to present the advantages offered by life assurance for Iberian and Latin American clients to over 150 attendees (bankers, asset managers, financial advisers …).
The first roadshow was held in Zurich on 13 March 2018 and the second in Geneva on 14 March 2018. Following an introduction by Wim Dieryck, Chief Commercial Officer OneLife, the day was split into different panels by market. The morning session dealt mainly with Latin America with Abril Rodriguez of EY, Eduardo Valenzuela of Chevez and Abel Francisco Mejía of Sanchez Devanny presenting the specificities for Mexico.
- Camilo Cortes of Dentons, Juan David Velasco of Posse Herrera & Ruis and Lucas Morena of Brigard & Urrutia then gave their overview for Colombia.
- Robert Jarvis of Charles Monat Associates, Fernando Núñez of Hernandez & Cía and Roberto Cores of EY spoke about solutions for Peru.
- Spain and Portugual were next up following the break, with a number of specialists for the Iberian region: Javier Seijo (EY), Enrique López de Ceballos (Eversheds Sutherland Nicea), Carlos Ferrer (Cuatrecasas), Fabricio González (Anaford), Filipe Romão (Uría Menendez), Joao Espanha (Espanha Associados), Sara Zad (Carnegie) and Marta Duarte (Cuatrecasas).
A panel dedicated to Brazil concluded the day with the expert insights of Priscila Stela Mariano da Silva (Pinheiro Neto) and Filipe Romão (Uría Menendez) who gave practical examples of how life assurance works cross-border such as a family moving from Brazil to Portugal and then returning to live in Brazil again.
The third roadshow was held in Luxembourg on 15 March 2018 and provided insight into solutions for Spain and Portugal. Carlos Ferrer of Cuatrecasas and Joao Espanha of Espanha Associados were once again present to explain with real examples the situation for wealth management in these two countries and the advantages of a Luxembourg life assurance policy for clients living in Spain and Portugal.
For Marc Stevens, Chief Executive Officer OneLife, also present: ““The following have changed over the years: families, the composition of these families, the different geographical places where the members of these families live and the nature of their wealth. These changes will continue in the future. This means that asset management and protection require a different approach and different techniques and that flexibility and internationalisation are becoming increasingly important. Managing this complexity can be achieved through a multi-disciplinary approach between bankers, lawyers, tax experts, family offices, brokers, insurers and others. Life assurance is a solution for these families to manage their wealth and to have it well protected.”
Want to find out more?
OneLife’s team of experts and its speakers invite you to attend our 4th and 5th roadshows (the last ones of this series): 10 April 2018 in Lisbon to find out all you need to know about life assurance solutions for Portuguese residents and 11 April 2018 in Madrid for Spanish clients!
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