Lombard is an autonomous company, not tied to any bank or investment management house. Lombard is an authorised life assurance company, our core business is the use of life assurance as a specialist wealth management structure for high net-worth investors.
Lombard is a member of Friends Provident Group plc.

The concept of privatbancassurance was invented and pioneered by Lombard. We are the clear market leader in this specialist niche business.

Investors in the European Union

The international development of the privatbancassurance concept became possible as a result of the creation of the single market in financial services, which provides a "passport" to companies to market their services across borders. Lombard has fully exploited the freedoms that the European Life Assurance Directives have granted and today offers personalised life assurance solutions to high-net worth investors throughout Europe.

International investors

The use of privatbancassurance has also increased many-fold throughout the Asia Pacific region and Latin America as specific solutions can be tailored

  • to avoid or reduce personal taxes
  • to ensure an efficient inheritance planning
  • to protect the wealth
  • to take advantage of a high degree of financial privacy