Wealth Management Association – Comprehensive engagement.

Public Affairs

Brief

We have worked with the Wealth Management Association (WMA) since 2013 to represent its members and develop the association’s prominence across a wide range of relevant legislative issues and policy initiatives. The WMA and its members rely on us to provide intelligence and strategic advice on understanding and influencing the EU regulatory agenda.
 

Strategy and execution

We provide a comprehensive monitoring and intelligence function coupled with collateral-building and extensive engagement programmes. Monitoring includes tracking 18 legislative and non-legislative initiatives at all stages of the legislative process, from consultation through to Level 2/Level 3 and onto implementation.

We additionally provide member drafting briefings on policy, position papers for EU policymakers, amendments to European legislation and large papers, including the WMA’s policy manifesto for the European Commission’s 2014-19 mandate.
 

Results

With our support, the WMA and its members have been successful in a number of legislative wins, including the legislative protection of members responsible for managing £125bn of UK investments, exempting discretionary fund managers from the provision of a KID under PRIIPs and providing regulatory clarity regarding internal benchmark compliance.

Get in Touch

Helena Walsh

Managing Director - EU Public Affairs