Insurance Advisers
Wealth & Investing
Luxembourg
Insurance
Wealth planning
Families
HNW
Financial Services
Insurance
Wealth Management & Private Banking
Wealth adviser
Spear’s Review
As UK business development director for Lombard International, Chris Edward supports a strong client base of banks, family offices and international HNWs who depend on his pioneering cross-border insurance and wealth planning services.
‘We have been fundamentally trying to understand the needs of our clients in order to tailor non-contentious new ideas,’ he told Spear’s, pointing to the use of ‘investment-style insurance solutions that mimic the controlled flow of funds a trust provides’. These, he added, will become ever more useful in succession planning.
With nearly €50 billion in assets under administration as of 31 December 2023, Lombard is regarded as a field leader. Industry insiders speak highly of the firm’s diverse spread of advisers, who offer deep knowledge across a variety of asset classes.
Rank: Recommended
Recommended 2024, Insurance Advisers