© Copyright Acquisition International 2024 - All Rights Reserved.

Article Image - Wealth Planning Solutions That Matter
Posted 4th March 2024

Wealth Planning Solutions That Matter

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, families, and institutions.

Mouse Scroll AnimationScroll to keep reading

Let us help promote your business to a wider following.

Wealth Planning Solutions That Matter
Lombard

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, families, and institutions. 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.

Lombard International Group operates across 10 cities, offering an internationally diversified footprint serving 20+ markets across Europe and international wealth hubs. 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 non-financial 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 multi-generational 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 individuals as strategies are evolving to future-proof wealth against unforeseen risks and changing regulations. But, most importantly, client and partner expectations with regard to service are increasingly demanding – they expect seamless service, swift answers, and higher levels of personalisation.

Furthermore, as business practises shift towards more automated interactions and the world becomes increasingly connected, the need for continuous digital development is more important now than ever. There is a clear opportunity for the Wealth Assurance sector to enhance its digital footprint in order to deliver even greater service and operational efficiency to its stakeholders. Digital solutions and the automation of business processes must therefore continue to transform and evolve while maintaining a client-centric servicing approach. Finding the right balance between human expertise and technology is critical to delivering operational excellence. In this regard, artificial intelligence will no doubt have a positive impact by supporting wealth professionals in being more efficient and focused on their core expertise, rather than on manual and repetitive tasks. Technology is revolutionising the way Lombard International services their partners and clients. Digital platforms and automated tools not only enable more efficient and secure financial management but also empower wealth management providers to deliver an enhanced experience to their partners and clients.

Ultimately, Lombard International continues to build excellent momentum and presence within its sector. Their financial strength and strong business performance further highlights the success and importance of their long-term strategy. By continuing to invest in building a sustainable business while also forging strong partnerships across the European geographies they serve, the business is primed for continued growth.

Stuart goes on to tell us more about what the future entails for Lombard International: “In 2024, we remain focused on further developing and growing our business and deepening our relationships with our partners. We will continue to prioritise our ongoing investments in enhancing our processes and systems, growing our digital capabilities and related offerings. In a challenging macro-economic environment, partners and clients will continue to look for efficient and sustainable wealth and succession planning solutions – and we are here to support them.

“As a European leader in our sector, our objective of delivering against our core purpose remains steadfast. We look to 2024 and beyond with enthusiasm, as the business is fully equipped to seize the market opportunities ahead and deliver service excellence to current and future partners and clients.”

For further information, please visit www.lombardinternational.com

Categories: Finance, News


You Might Also Like
Read Full PostRead - Eye Icon
New Data: Influx of Tech IPOs on AIM a Result of Booming Values
Finance
01/03/2018New Data: Influx of Tech IPOs on AIM a Result of Booming Values

The latest Tech Barometer from Moore Stephens, the top ten accounting and advisory firm, has revealed that the average enterprise value of technology companies on the Alternative Investment Market (AIM) has reached £111m – a 24.9% increase from 30 June 2017

Read Full PostRead - Eye Icon
Reasons for LTD Claim Denials for Covid-19 Long Haulers
Legal
27/09/2021Reasons for LTD Claim Denials for Covid-19 Long Haulers

Covid-19 rapidly spread across the world and became a global pandemic. Hundreds of millions of people became infected, with millions being forced to take a leave of absence from their jobs due to symptoms.

Read Full PostRead - Eye Icon
Top Employee Engagement Tools for Managers: How to Keep Your Team Engaged
Leadership
26/07/2023Top Employee Engagement Tools for Managers: How to Keep Your Team Engaged

Managers bear several responsibilities, one of which is to ensure that their team remains engaged and motivated. However, keeping up with the ever-changing employee engagement needs can be challenging.

Read Full PostRead - Eye Icon
Unlocking Seamless Communication: Mastering SharePoint Calendar for Large Enterprises
News
18/09/2023Unlocking Seamless Communication: Mastering SharePoint Calendar for Large Enterprises

In today’s hyper-connected corporate world, having robust, adaptable, and user-friendly tools is non-negotiable. SharePoint Calendar is one such indispensable tool, stemming from Microsoft’s SharePoint—a platform that has been redef

Read Full PostRead - Eye Icon
United Bankshares, Inc. Announces Increase in Earnings
Finance
30/04/2015United Bankshares, Inc. Announces Increase in Earnings

United Bankshares, Inc., today announced earnings for the first quarter of 2015. Earnings for the first quarter of 2015 were $34.6 million or $0.50 per diluted share, an increase from earnings of $30.1 million or $0.48 per diluted share for the first quarter o

Read Full PostRead - Eye Icon
Ones to Watch in 2016
Finance
29/02/2016Ones to Watch in 2016

Wallick & Volk is the oldest privately held mortgage company in the United States. We are a family owned and operated mortgage lender.

Read Full PostRead - Eye Icon
Abraaj Group Acquires Stake in Hepsiburada.com
Finance
Read Full PostRead - Eye Icon
Valeant Acquisition of Salix Pharmaceuticals
M&A
Read Full PostRead - Eye Icon
A Young and Hungry Law Firm
Finance
20/03/2018A Young and Hungry Law Firm

Samvãd Partners is a full-service multidisciplinary Indian law firm with offices in Bengaluru, Chennai, Hyderabad, Mumbai and New Delhi.



Our Trusted Brands

Acquisition International is a flagship brand of AI Global Media. AI Global Media is a B2B enterprise and are committed to creating engaging content allowing businesses to market their services to a larger global audience. We have 14 unique brands, each of which serves a specific industry or region. Each brand covers the latest news in its sector and publishes a digital magazine and newsletter which is read by a global audience.

Arrow