Lombard International Group, a market leader in insurance-based wealth, estate and succession planning solutions for upper affluent, high net worth and ultra-high net worth individuals, families and institutions has published today its ‘Approach to ESG’, an inaugural report outlining the Group’s ESG journey, as well as its pathway to sustainability. It consolidates the initiatives that the Group is undertaking across the broad range of ESG considerations, from ethics and governance to business conduct, social and community impact, product development, environment and transparency.


Sitting at the crossroads of asset management, private banking and insurance, Wealth Assurance is the gateway through which an increasing number of (U)HNW clients and their advisers are choosing to activate their ESG investing strategies. Therefore, the sector plays an active role in clearly defining, integrating, and using ESG criteria to enable and promote the creation of more sustainable investment portfolios.

Acknowledging that its future endeavours and growth are underpinned by ESG principles, Lombard International Group is proactively engaging with its stakeholders, including private banks, family offices, asset managers, independent wealth advisers, wealth & insurance brokers and professional advisory firms to exchange best practice on sustainability aspects, as well as to share ideas and expectations with regards to the integration of ESG criteria in its operations.

Whilst the report sets the tone for those discussions, Lombard International Group has also launched a dedicated portal aimed at maintaining a constant dialogue on ESG considerations with its various stakeholders, reflecting its position on key ESG topics and hosting related content and insights.

Stuart Parkinson, Group Chief Executive Officer of Lombard International Group, commented:

“The international financial services industry is in a privileged position to use its breadth and expertise to help amplify its ESG impact, further fostering a more sustainable future and setting an industry benchmark. Like the wider industry, we as a business are working hard to determine our ESG targets, how we get there, and how far along we are on that journey.

“Crucially, this inaugural review demonstrates that we are well positioned to deliver continued growth and value to our partners, clients, employees and communities in a sustainable manner.

“By providing transparency in how we measure and evaluate our performance beyond financial results, we are making ourselves accountable for everything that we do”.