Inducements | What changes will the new Retail Investment Strategy bring and how will it affect MiFID II and IDD as regards the professionals in the financial and insurance sectors? On what kind of protection can the investors rely? Our Ludovica D’Ostuni has provided an in-depth analysis on the matter in Advisor Private. Read here […]
Greenwashing | EBA, EIOPA and ESMA have published their Progress Reports on greenwashing in the financial sector. The ESAs have put forward their definition of greenwashing and have provided useful indications to market participants as to prevent risks related to the practice. Our Francesco Donadei has shared his insight on the matter in Fondi e […]
Our Firm and our professionals have been selected among the “Super Lawyers and Super Corporate Law Firms 2023” in the latest MF Legal Ranking. In particular, the Firm was included in the Finance and Dispute Resolution categories. Luca Zitiello and Lorenzo Macchia were named among the top professionals of the year in the Finance category […]
Private equity as a useful instrument to finance the real economy. Interview with Luca Zitiello in the July issue of We Wealth magazine Read here (Italian only)
The RIS will have value for money, benchmarking and the pricing process as its focal points. An opinion on the matter by Luca Zitiello in the July issue of Private magazine Read here (Italian only)
The Retail Investment Strategy will be of great impact. Luca Zitiello has shared his insight on the new inducements regime in the June issue of Investire Read here (Italian only)
Remote customer due diligence – 21 June 2023 – Organized by Paradigma – Sole speaker: Fabio Coco – Throughout the entire morning, Mr Fabio Coco has discussed the new AML requirements to be met in the light of the implementing provisions provided for by the Bank of Italy and IVASS, elaborating further on EBA Guidelines […]
IT scams | Not only through phishing but also via smishing, vishing and spoofing, IT scams are more and more frequent and diverse. In which cases is the service provider to be held liable and in which cases is the client at fault? The reference framework is clear as day. Our Paolo Francesco Bruno has […]
The RIS, a proposal for a review of both Mifid and IDD, is bound to leave a mark. Luca Zitiello has shared an opinion in the June issue of We Wealth magazine Read here (Italian only)
Insurtech | Parametric insurance offers specific reimbursement after a trigger event that is predetermined with an index agreed upon in the contract. Our Pietro Lorenzi has explained the advantages of this type of products and their correlation with the indemnity principle in the June issue of Fondi e Sicav magazine. Read here (Italian only)