Lombard International Assurance, a leading provider of wealth, estate and succession planning solutions for high net worth individuals, families and institutions, announces the appointment of Andreas Kollienz as Senior Relationship Manager, based out of its Zurich office.
Switzerland is a strategically important international hub for Lombard International Assurance. The Company has had offices in the country, since 2006, with bases in Zurich, Geneva and Lugano.
Andreas will join a multi-disciplinary team of experts based out of Switzerland, focusing on further developing the company’s relationships with it’s large network of asset managers, private and custodian banks, family offices, brokers, wealth advisers and planners. He will report to Luca Bertacchi, Global Director, Head of Strategic Partnerships & Switzerland, who is responsible for driving the company’s ambitious growth plans in Switzerland, strategic partnerships and international markets.
Luca Bertacchi, Global Director, Head of Strategic Partnerships & Switzerland, commented: “I am delighted to welcome Andreas. He brings significant experience to the role and is a great addition to the Swiss team. As the jurisdiction of choice for safeguarding assets for private clients, Switzerland continues to attract substantial international private capital inflows, generating a growing demand for innovative solutions to protect, preserve and pass on wealth. Switzerland is one of our most important hubs from which we support the needs of our partners and intermediaries who serve international HNW and UHNW clients across Asia, Europe, LatAm, the Middle East and the United States. I am proud of the market leading expertise and service excellence reputation we have built and I look forward to working closely with Andreas in developing and enhancing new partnerships.”
Andreas Kollienz, Senior Relationship Manager, added: “I am excited to join such a dynamic expert team to further develop Lombard International Assurance’s partner relationships in Switzerland. In an unpredictable and increasingly complex world, wealth professionals and their clients are looking for stability, flexibility and portability in their wealth planning strategies. This requires both a thorough understanding of local requirements, international capabilities and a continued commitment to service excellence. I am proud to be joining Lombard International Assurance’s experience in designing specialist wealth and succession planning solutions, which are more and more relevant in today’s world.”
About Andreas Kollienz
Prior to joining Lombard International Assurance, Andreas was a Senior Investment Consultant at Mercer, advising Swiss-based pension funds, collective foundations and other institutional investors on traditional and alternative fiduciary investment solutions. Andreas also held several senior roles with Thomson Reuters during 11 years, responsible for developing the relationship with major banks, investment management and trading companies across Switzerland and EMEA. He holds a Master degree from Vienna University of Economics & Business Administration and is a CMT level 2 and CFA Charterholder.