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Lombard International launches bespoke solution for M Financial Group


Lombard International, a provider of wealth-structuring solutions for the high net worth market, has launched a private placement variable annuity solution, named M PPVA, exclusively for M Financial Group and its member firms.

The M PPVA provides access to an institutionally priced option for a tax efficient investment vehicle, partnering the wealth structuring expertise of Lombard International with the service that M Financial Group’s wealth planning capability brings.
The M PPVA provides access to over 200 insurance dedicated hedge funds and mutual funds on the Lombard International investment platform.
Michael Gordon, US president and CEO of Lombard International, says: “Variable annuities are a USD1.9 trillion industry in the US today, and the Lombard International PPVA, with its robust investment options, institutional pricing, and no surrender charge, is an attractive option for high net worth clients looking for an efficient investment solution.”
Ken Foley, senior managing director at Lombard International, says: “M Financial Group’s member firms are amongst the most successful and innovative advisers in the market. Combining Lombard International’s M PPVA solution with M Financial member firms’ capabilities, market knowledge and reach creates a tremendous proposition for the high net worth clientele we jointly service. We are proud to further deepen and enhance our partnership with M Financial Group.”
Fred Jonske, president and CEO of M Financial Group, says: “We are excited to advance our leadership in the private placement market with a new PPVA offering with Lombard International. Demand in this space continues to grow and the opportunity to collaborate with the Lombard International team – to deliver a differentiated solution to our member firms and their clients – could not have come at a better time. This combination of advocacy and innovation remains critical to our growth and success.”

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