10 | Acquisition International, Issue 3 2024 Wealth Planning Solutions That Matter ombard International Group operates across 9 cities, offering an internationally diversified footprint serving 15+ markets across Europe. With over 450 employees, the firm serves partners and clients with multi-jurisdictional unit-linked life insurance, also known as Wealth Assurance or Private Placement Life Insurance, exhibiting expertise, experience, and focus in their core specialty. By collaborating with clients’ trusted advisers, such as private banks, family offices, independent wealth and financial advisers, tax lawyers, or investment managers, the team provides solutions to safeguard and invest assets sustainably, enabling them to be passed on to future generations. Their dedication lies in helping clients ensure their assets serve them not only now but also in the future. “We build strong, collaborative partnerships with professionals from within the financial ecosystem for the long-term. We exist to make our clients’ legacies count. ” Lombard International understands their partners’ and clients’ increased focus on long-term stability and sustainability, which includes reviewing where their wealth is invested, reassessing the ‘purpose’ of their wealth, and aligning their assets with their nonfinancial goals and aspirations. Stuart explains, “There is a clear shift in attitude from future-oriented HNW families who want their preferences to be reflected in their wealth plans. This involves effectively safeguarding wealth and indispensably transmitting the knowledge, values, and skills necessary for its sustained management by the next generations that follow.” Lombard International attributes much of their success to their people. The company is widely recognised as home to some of the best talent and expertise in the market. This team of experienced subject-matter and technical experts includes over 50 different nationalities speaking over 30 different languages. This brings local knowhow to engage with clients and partners in their native tongue, with a deep understanding of regional cultures, needs, and requirements, enabling them to provide an excellent service on an international scale. Their expertise runs deep. Over three decades within the industry means that the team has established a thorough understanding of their clients’ unique requirements, enabling them and their trusted advisers to navigate an uncertain world, dynamic financial markets, and shifting regulatory regimes. Stuart explains, “For these clients, wealth is often accumulated over generations, or generated through creating their own businesses. Their assets carry with them a sense of responsibility, as well as the fiduciary duty to be preserved and protected for future generations. However, as the world becomes more unpredictable and uncertain, with shifting geopolitical landscapes, confidently achieving these goals can be more challenging. “In addition, modern family dynamics and structures, such as family members being dispersed around the world, also contribute to greater financial intricacies. This is where we come in. We support our partners in developing relevant wealth planning strategies, ensuring we can provide peace of mind to their clients.” “Our solutions offer flexibility, portability, one of the strongest policyholder protection regimes in Europe, and the ability to access a large investment universe, including private markets and alternative assets. In addition, Lombard International Assurance, our Luxembourg-based European carrier, benefits from the strength and stability of an AAA-rated country. ” Wealthy families are now placing even greater focus on multigenerational wealth transfer strategies, with the portability of wealth remaining a priority for many UHNW and HNW individuals and their families. Additionally, asset protection is a key concern for these Firmly established within the heart of the financial services industry, Lombard International Group (Lombard International) sits at the intersection of wealth management, private banking, and insurance. With more than 30 years’ experience, Lombard International is the leading European provider of insurance-based wealth, estate, and succession planning solutions for upper affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) individuals. Recognised by Acquisition International magazine as the Best Wealth & Succession Planning Solutions Group 2024, we speak to their Group CEO, Stuart Parkinson to delve deeper into the company’s winning formula. L
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