Bringing you live news and features since 2006 

Lombard International creates transatlantic solutions team


Lombard International, a provider of life insurance-based wealth-structuring solutions for the high net worth market, has created a transatlantic solutions team.

The team is comprised of seasoned executives from the US, Europe, Latin America and Asia and focuses on the unique challenges high net worth individuals and their families face as a result of the globalisation of their wealth.
“More and more, individuals and families are living, working, and retiring in multiple countries giving them financial touch points that cross jurisdictions,” says John Fischer, senior managing director – transatlantic for Lombard International. “These families have specialised needs and are subject to increasingly complicated tax, legal, currency and planning issues. The transatlantic solutions team will address the complex issues facing US expatriates and prospective US residents by offering an integrated solution set.”
The team includes Fischer; Phil Trussell, senior managing director, Bermuda; Helmer Arizmendy, senior managing director, Latin America; Danilo Santucci, senior US tax counsel and wealth planner, Europe; Lee Sleight, manager – case structuring, Europe; and Freda Liu, marketing officer, Asia.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by