Wealth Briefing Article - Hilbert Starts Academy For Structured Products

Hilbert Investment Solutions, an investment solutions business founded in France in 2012, unveils a training academy to improve structured product understanding among financial advisors.

Hilbert Investment Solutions has launched the Hilbert Academy, a new accredited training platform for helping financial advisors improve their understanding of structured products and raise technical standards across the advisor market. It is also part of Hilbert’s broader commitment to supporting financial advisors with practical education and specialist expertise, while helping to improve confidence and consistency in a growing area of the market.

The launch comes as structured products are becoming an increasingly important part of client portfolios, driven by the search for yield, protection and more defined investment outcomes. However, that growth has not always been matched by a corresponding level of understanding across the advice market, the firm said in a statement.

The Hilbert Academy offers structured, on-demand learning to help advisors build deeper technical understanding of structured products, including how they work, when they may be appropriate, and how they should be explained clearly and consistently to clients. This is particularly important in a tighter regulatory environment, where product understanding, suitability and client communications are under greater scrutiny. Better technical understanding should help advisors make more suitable recommendations, explain risk more clearly and reduce the likelihood of misunderstandings, complaints and poor client outcomes.

“Structured products are playing a bigger role in advisor portfolios, but understanding across the market has not always kept pace,” Dasale Mallawa-Arachi, head of distribution at Hilbert Investment Solutions, said. “The Academy is designed to help advisors build real confidence in how these solutions work, where they fit and how to explain them clearly to clients.”

“That matters even more in a Consumer Duty environment. Better understanding should lead to better conversations, better advice and better outcomes for clients,” Mallawa-Arachi added.

With teams based in Paris, London, Brussels and Dubai, Hilbert works in partnership with independent wealth advisors, institutional investors and private banking teams.