Lombard International Assurance, a market leading provider of wealth, estate and succession planning solutions for high-net-worth individuals, families and institutions, has won
“Best Wealth Planning Team” award at the Tenth Annual WealthBriefing Swiss Awards 2023.
It reaffirms the company’s leading position in this category, which it previously won in 2021 at the WealthBriefing European Awards in London.
Showcasing leading players from the European wealth management sector, the WealthBriefing awards recognise outstanding organisations, segmented by specialisms and geography. .
This award further acknowledges Lombard International Assurance’s strong leadership position in the Wealth Assurance Sector. The judging panel noted “the clear commitment towards innovation and digital transformation of the business, with a dedicated team that can call on its deep expertise to utilise insurance-based wealth solutions across a broad range of asset classes to service internationally mobile clients.
Last month, Lombard International Assurance also won “Best Financial Services Group Europe 2023” for the third year running and “Decade of Excellence Financial Services Group Europe” at the 2023 Global Banking & Finance Review awards.
Commenting on the award, Stuart Parkinson, Group Chief Executive said: “I’m delighted that Lombard International has won “Best Wealth Planning Team” for the second consecutive time. This recognition further reiterates the relevance of our value propositions, the support we offer our business partners and clients, as well as our ability to adapt to a changing world. I am proud that this is appreciated by our stakeholders – and now recognised further by WealthBriefing and their judging panel. Very well done team!
Simon Gorbutt, Director, Head of Wealth Planning, added: “I’m proud to receive such recognition on behalf of our talented team. Our Wealth Structuring Solutions department includes experienced lawyers, tax and estate experts, actuaries, and insurance and investment professionals, who create tailor-made solutions that we deliver across all the geographies where we operate. It is our team’s deep local knowledge combined with international planning expertise that enable us to meet the wealth planning needs of our partners and clients with choice and flexibility.