Bringing you live news and features since 2006 

Lombard International Assurance expands wealth planning solutions to Greek tax residents


Lombard International Assurance, a provider of cross-border insurance-based wealth, estate and succession planning solutions for high net worth individuals, families and institutions, has launched a new offering for Greek tax residents, leveraging its 30 years’ experience in designing cross-border solutions to protect, preserve and pass on wealth.

Luxembourg unit-linked life insurance is an established and internationally recognised tool for wealth preservation, firmly embedded in the legal systems of countries across the world, including Greece.
Lombard International Assurance’s new offering, for affluent Greek tax residents, provides access to benefits including asset and investor protection, tax deferral, international portability and asset allocation. The solution is designed to support long-term diversified investment portfolios, including alternative assets such as private equity and real estate. It provides access to a range of 800-plus asset managers and 200-plus custodian banks, via a multi-support contract including internal dedicated funds, internal collective funds and external funds.
Luca Bertacchi, Global Director, Head of Switzerland, Strategic Partnerships and International Markets, says: “We continue to innovate and grow our international focus on new markets backed by our strong, market leading 30-year track record.  We are delighted to expand our support to the wealth and succession planning needs of Greek high-net worth families with our specialist and tailored solutions. I look forward to developing new and strong partnerships with advisers serving the needs of Greek tax residents. They can count on our global capabilities and commitment to deliver service excellence, operational efficiency and digital capabilities.”
Rob MacIntyre, Group Director, Head of Wealth Structuring Solutions and Product Development, adds: “Over the past 30 years, our priority has always been to serve our partners and intermediaries across the globe with specialist wealth planning solutions. We are proud to offer compliant, flexible and innovative solutions which can be tailored to meet the wealth structuring and succession planning needs of their clients. We have identified a growing appetite for our solutions from partners serving the needs of Greek tax residents. Our dedicated team of wealth structuring experts has designed a solution that meets their requirements and that enables investment flexibility, whilst providing asset protection and tax efficiency.”

Latest News

There were two companies launching this week, each reflecting key and recurring themes in ETF strategies. ..
A quiet week for launches in the US...
RBC Global Asset Management (GAM) was the only firm to launch new ETF offerings in March 2023. The firm launched..
Solactive writes that with current developments and economic trends, such as the COVID-19 pandemic, increasing inflation rates, and energy prices,..

Related Articles

March 2021 saw USD1.2 trillion Northern Trust Asset Management launch its ETF arm, FlexShares in Europe, with two climate focused...
Marie Coady, PwC
PwC’s new research amongst global ETF managers, sponsors and service providers reveals a sector with upbeat growth projections. Despite the...
Vishal Kapoor, Bandhan Mutual Fund
ETF Express reported on a couple of ETF launches in India over the last couple of weeks, including the new...
ETF Awards
We are very pleased to bring you the winners in the 13th outing of the ETF Express European ETF Awards,...
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