- Service Name
Lombard International Assurance
- Industry
Financial Services, Insurance, Wealth Management, Life Assurance
- Main Value Proposition
Lombard International Assurance offers tailored wealth structuring and succession planning solutions that provide flexibility, control, and peace of mind for individuals and families.
- Description
Lombard International Assurance provides insurance-based wealth solutions primarily through unit-linked life insurance policies. Their services cater to affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals across Europe.
- Key Features
Unit-linked life insurance policies; Wealth and succession planning solutions; Access to a large investment universe; Digitally enabled and streamlined service experience
- Use Cases
The service is most valuable for individuals and families looking to protect, preserve, and pass on their wealth, as well as for those seeking tailored investment solutions.
- Competitive advantages
Strong market recognition as a leader in wealth structuring; Specialization in unit-linked life insurance tailored for affluent clients; Robust digital servicing platform for 24/7 access to portfolio information
- Strengths
Lombard International Assurance's main strengths include its extensive experience in the industry, a comprehensive range of wealth solutions, and a strong focus on high net worth individuals.
- Positioning
Lombard International Assurance positions itself as a premier provider of wealth structuring and succession planning solutions in the European market.
- Audience
The target users include affluent individuals, high net worth clients, ultra-high net worth clients, and financial advisers seeking wealth structuring solutions.
- Brand Positioning
The brand identity emphasizes leadership in wealth structuring, with a focus on high-quality, tailored solutions for affluent clients.
- CTA
Contact us
- Differentiation
The service uniquely positions itself as a leading provider of insurance-based wealth solutions in Europe, leveraging over 30 years of experience and a focus on high net worth clients.
- Tagline
THE GLOBAL LEADER IN WEALTH STRUCTURING.
- Tags
Wealth Structuring
Succession Planning
Unit-Linked Life Insurance
High Net Worth Solutions
- Tone of Voice
Professional, authoritative, trustworthy
- Founded
1991-01-01
- Founders
Michael Gordon