Lombard International Assurance is driving innovation and seeking to support clients integrate ESG priorities with investment options.
Lombard International Assurance has focused on driving innovation in every aspect of its business operations, including the development and inclusion of digital capabilities.
Unit-Linked life insurance, also known as Wealth Assurance or Private Placement Life Insurance (PPLI), is an established and internationally recognised tool for wealth preservation, international mobility and asset protection.
Sitting at the crossroad of insurance, asset management and private banking, this solution provides access to alternative investments such as private equity, and is adaptable to supporting the various wealth planning needs of clients. As such, its robustness and flexibility make it highly complementary to other wealth management solutions.
Based out of Luxembourg, Lombard International Assurance provides customised insurance-based solutions to help individuals and institutions with tools that can be tailored to support financial planning.
DIGITAL EXCELLENCE
Client and partner needs are continuously evolving in this age of constant digital change and transformation. To meet these ever sophisticated needs, Lombard International Assurance has focused on driving innovation within its business operations, including the development and inclusion of digital capabilities designed to provide enhance services and solutions.
To better serve its intermediary partners and clients, the international wealth solutions provider has designed a robust digital infrastructure to provide the right level of connectivity while maximising operational efficiency. Among the provider’s digital innovations is the Connect platform that enables online, secure, and compliant contract management including client and partner queries. From a sales perspective, digital onboarding, and servicing platforms, coupled with the availability of online transaction tools, represent important growth levers aligned with partner needs. The past few years have seen a demonstrable change in the demands of wealthy individuals and families as they navigate an uncertain global economy. Driven by geopolitical instability, a changing market and macroeconomic dynamics, Lombard International Assurance has pledged to help high-net-worth (HNW) and ultra-HNW families and institutions navigate these evolving landscapes.
As a result, the provider offers custom-designed cross-border insurance-based wealth, estate and succession planning solutions for upper affluent, HNW and ultra-HNW individuals, families and institutions. While HNW families re-evaluate their existing planning and with more than $15tn in wealth set to transition globally by 2030, early planning becomes a necessity in the face of the unknown. Lombard International Assurance provides flexibility and choice to partners and clients, and delivers tailored wealth solutions that are deep-rooted in local knowledge.
SUSTAINABLE INVESTMENTS
The financial services industry, like several others, is involved in defining and applying environmental, social and governance (ESG) principles to create more sustainable investment portfolios. By defining and selecting their own investment strategy, partners and clients at Lombard International Assurance can proactively activate their wealth as a tool to achieve both financial and non-financial goals.
Lombard International Assurance has won Best Insurance-based Wealth Solutions award at the PBI Global Wealth Awards 2023.