Secure & Compliant Life Assurance Solutions

We pioneered the use of life assurance as a specialist wealth planning structure to meet the needs of private clients, companies and trusts that have significant income and assets. We call this concept ‘privatbancassurance’.

Privatbancassurance is now recognised as one of the leading wealth planning structures. It combines private banking and investment management services with the sophisticated use of life assurance as a financial planning structure to achieve fiscal advantages and security for wealthy investors and their families.

Financial privacy assured

Luxembourg law provides absolute confidentiality for life assurance policyholders. It is a criminal offence for a financial institution to divulge any information about their clients to third parties, except in situations where criminal activity is suspected. Whilst confidentiality does not in itself confer any advantage in terms of wealth preservation or planning, it does provide individual privacy, which clients enjoy.