1. Destaques

    1. 2 de Maio, às 15h em Lisboa
      02-05-2018
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    2. 3 de Maio às 10h, em Leiria
      03-05-2018
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      08-05-2018
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      10-05-2018
      O regime do IVA nas operações imobiliárias sempre colocou desafios e dificuldades aos... [+]
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      10-05-2018
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  1. Descrição

    The Global Leader in Wealth Structuring
    Life assurance solutions for succession and wealth planning

    Lombard International has been partnering with the advisors of high net worth individuals and institutions for over 25 years. Together we seek to create a secure future for our clients addressing their complex financial needs on a global basis. As a result, we are recognized as thought leaders in global wealth structuring using life assurance.

    At a global level:

    Assets under administration: €77.5 billion

    Employees: 600+ including 60 technical experts in wealth structuring, tax law and unquoted assets

    Countries of activity: 20+

    Main offices in Philadelphia and Luxembourg

    Additional offices in:

    Brussels, Paris, Milan, Rome, Geneva, Lugano and Zurich

    New-York and Miami

    Singapore and Hong Kong

    4 main booking centers in Philadelphia, Bermuda, Luxembourg, Guernsey

    Lombard International is exclusively focused on the unit-linked life insurance or private placement insurance marketplace. In the United States, we serve three principal markets: the High Net Worth Individual Market, the Institutional Market, and the Bank-Owned/Corporate-Owned Insurance Market.

     

    A singular approach to wealth structuring

    We focus purely on wealth structuring using unit-linked life assurance or private placement life insurance (PPLI), a proven, internationally recognized instrument firmly embedded in legal frameworks of countries around the world.
     
    With the capacity to issue policies from multiple jurisdictions around the world, we are perfectly placed to help solve the problems faced by our clients, however complex.
     
    Our healthy balance sheet, extensive network and strong track record provide the foundations for our success. We have built up in-depth knowledge and expertise in our specialist field and continue to invest in our people and our business to maintain our leading market position.
     
    We are the largest firm in our niche sector measured by global assets under administration.

     

    Our History

    Lombard International combines the strength and expertise of two specialist life insurance companies.

    Both firms were well established in their field, providing wealth structuring solutions using unit-linked life assurance or private placement life insurance to high net worth individuals, their families and institutions around the globe.
     
    Having been in business for over 25 years, each company had proved themselves to be the market leaders in their niche sectors.
     
    Blackstone acquired Lombard International Assurance S.A. and its affiliated operations in October 2014, and subsequently acquired Philadelphia Financial Life Assurance Company and its affiliates in July 2015.
     
    The new combined global group, branded as Lombard International, launched to market in September 2015. With head offices located in Luxembourg and Philadelphia, our combined global presence allows us to serve clients’ complex needs on a global basis whilst being sensitive to local cultures and attitudes.

     

     

    Coloque-nos as suas questões ou solicite uma reunião :

    Secretária Geral: Dra. Marina de Sá Borges

    marina.sa.borges@empresasfamiliares.pt

    Project Manager: Dra. Luisa Fezas Vital

    luisa.fezasvital@empresasfamiliares.pt

    Tel: +351 21 346 60 88

                                   

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