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Isle of Man-based firm partners with adviser trade body

By Robbie Lawther, 2 Apr 19

Financial services firm also has an operation in Malta

The Federation of European Independent Financial Advisers (Feifa) has partnered with Optimus Group, which offers a range of offshore corporate, trust and pension solutions from the Isle of Man and Malta.

The relationship with Feifa will be headed up by Optimus director Arnold Galea in Malta, and head of pensions Dave Thomas at its Isle of Man base.

Feifa chief executive Paul Stanfield said: “Since setting up in 2002, Optimus has seen many changes in the international arena, and their experience together with their correspondent status as a RSM (a network of advisory firms), ensures they have global advice available to suit a wide range of advisers’ clients.”

Galea added: “In what can seem like an ever-changing regulatory environment, the reality is that the dust is settling, and there is clarity on the compliant delivery of services to different types and categories of clients, hence, after extensive research and working with industry experts, we aim to offer competitive solutions to advisers and their clients.”

Feifa is a non-profit trade association trade body for English-speaking financial advisers in mainland Europe and has partnerships with numerous companies.

International Adviser recently reported on Feifa’s partnership with IT platform Moneyrebel to bolster the tech operations of its member firms.

Tags: FEIFA | Isle Of Man | Malta | Pension

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.