Who we are

Who we are

A European leader in wealth structuring

We deliver robust and compliant insurance-based wealth solutions

Headquartered in Luxembourg and in the process of becoming part of Utmost Group, Lombard International Assurance S.A. is an insurance carrier specialising in designing cross-border wealth, estate, and succession planning solutions serving the needs of affluent, high net worth (HNW), and ultra-high net worth (UHNW) individuals and their families.

 

Our award-winning solutions and services are highly sought after and valued by our clients, and distributed by various regulated intermediaries. These intermediaries include private banks, family offices, asset managers, independent wealth and financial advisers, wealth and insurance brokers, professional advisory firms and other advisers active in the private wealth sector.

Our financial strength and forward-looking approach make us their provider of choice. They value our specialist knowledge, expertise and experience.

At a glance:

  • Assets under administration: €49.4 bn as of 31 December 2023
  • Employees: 500+ including 60 technical experts in wealth structuring, tax law and non-traditional assets
  • Serving 15 markets
  • Head office in Luxembourg
  • Additional presence in: 
    • Brussels, Paris, Milan, Rome, Madrid, Geneva, and Zurich

Important Update

On 11 December 2024, Utmost Group announced that it had received all regulatory approvals for its acquisition of Lombard International. The acquisition is expected to be completed by 30 December 2024.

About Utmost Group plc

Utmost Group plc is a leading provider of insurance and savings solutions. Its principal businesses are Utmost International and Utmost Life and Pensions, which together are responsible for £64.7bn of primarily unit-linked policyholder assets for over 475,000 policyholders. Utmost Group plc is subject to group supervision by the PRA.

On 11 December 2024, Utmost Group announced it had received all necessary regulatory approvals to complete the acquisition of Lombard International Assurance Holdings Sarl. The acquisition is expected to complete on 30 December 2024. On a proforma basis at HY 2024, Utmost Group would have had over £100bn of assets under administration for over 500,000 policyholders.

About Utmost International

Utmost International is a leading provider of insurance-based wealth solutions. Utmost International operates across the UK, Europe, Latin America, Asia and the Middle East. Its solutions are largely based on unit-linked insurance policies. Utmost International manages £59.1bn of assets, of which £57bn are held on behalf of unit-linked policyholders at HY 2024.

Important Update

Utmost Group receives regulatory approvals for the acquisition of Lombard International

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