Index

Insurance Advisers

Wealth & Investing

Location

Luxembourg

Advice type

Insurance

Wealth planning

Client Types

Families

HNW

Sector Focus

Financial Services

Insurance

Wealth Management & Private Banking

Customer Type

Wealth adviser

Chris Edward

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

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