Privatbancassurance as an effective solution
At the heart of Lombard's success is the concept of «privatbancassurance». Lombard invented and continues to pioneer the use of sophisticated life assurance solutions as a specialist wealth management structure for private clients, companies and trusts that have significant income and assets.
One attraction of privatbancassurance as a form of financial engineering is that clients enjoy the tax, estate-planning and other benefits of life assurance whilst retaining existing financial advisers, investment advisers and strategies.
Dedicated private wealth solutions
We have a dedicated team of experts to provide tailor-made wealth management solutions for each market where we operate. This team is composed of marketing consultants based in each location, who work in close collaboration with our head office in Luxembourg.
So, when we develop solutions with partners for prospective clients, there is a broad team of highly qualified experts in every relevant discipline ready to advise on the best solutions for every possibility.