Lombard International has been partnering with the advisors of high net worth individuals and institutions for over 20 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: $75 billion
Employees: 500+ 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 Milan, Geneva, Lugano, Zurich, Rome
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.