Successful Workshop on EU Retail Investment Strategy

On the 29 February 2024, ifs Malta organised a workshop in collaboration with Camilleri Preziosi Advocates on the EU Retail Investment Strategy Package. During this workshop, financial service practitioners and professionals gained valuable knowledge and key insights from experts about the latest developments of this pending regulation.

Mr Kyle Debattista, Lead Associate at Camilleri Preziosi gave an overview on the proposed regulation, changes to MiFID II, and how it is expected to impact the market.

Prof. Pierpaolo Marano, Associate Professor at the Department of Insurance and Risk Management at the University of Malta, shared his views on the retail investment strategy and insurance, making a number of key insights and observations.

During a panel discussion moderated by Dr Pier Luca Bencini, Associate at Camilleri Preziosi, Sarah Pulis from MFSA, Glorianne Bonello Gatt from RMC Wise, Avalon Joelle Abela from BOV Asset Management Ltd, Josianne Briffa from Mapfre MSV Life, Kenneth Genovese from APS and Jesmond Mizzi from Jesmond Mizzi Financial Advisors discussed the challenges and opportunities in the implementation of this Package.

This workshop provided financial services professionals with knowledge of what is expected to happen in the market in the area of retail investments, enabling them to monitor developments as they unfold and be better prepared for what lies ahead.