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Stamford partners with Finenza


Stamford Associates has partnered with the Madrid-based consultancy Finenza to expand its client base among Italian, Spanish and Portuguese wealth managers.

Wealth managers across Europe face an uncertain future in light of impending new regulation via MiFID II, which will significantly increase regulation around advice and potentially ban retrocessions on the sale of investment products.
The UK has already gone through a similar process following the Retail Distribution Review (RDR), which has seen significant consolidation amongst wealth managers, with successful businesses moving towards a vertically integrated model manufacturing and distributing their own funds and solutions.
Stamford Associates believes it is well placed to help European wealth managers through these changes as it has advised St James’s Place, the leading UK FTSE 100 wealth manager, since 1999, providing advice on investment strategies, and helping to create a highly successful range of investment funds by sourcing talented managers from around the world.
Guy Beech, Head of Business Development at Stamford says: “In order to grow in the new environment we believe wealth managers will need to focus more on creating and offering their own products in order to control the value chain and maximise profitability. We can help them build  fund ranges which will stand out in an overcrowded market place and satisfy their clients, enabling them to grow their asset base, while reducing operational costs by outsourcing.”
“Given our experience in the UK market, particularly post RDR, we believe Stamford is well placed to bring practical and well proven expertise to European wealth managers.”
Francisco Neri (pictured), Founder and Director of Finenza, adds: “We believe MiFID II will result in more rigorous client and investment advice requirements. Many banks and independent wealth managers need to redesign their business models in order to adapt to a radically changing environment. We think that Stamford has a lot of valuable expertise that can be of real assistance.”
Stamford is a leading international investment consultancy firm and is uniquely experienced and positioned to provide state-of-the-art solutions for banks and wealth managers reassessing their investment solutions in order to generate higher investment returns and higher revenues.

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