Lombard International Assurance, the leading European provider of unit linked life insurance, has won the “Best Wealth Planning Team” award at the WealthBriefing Swiss Awards 2024, for the second consecutive year. It reaffirms the company’s leading position in this category, recognising its well-established expertise in designing wealth, estate, and succession planning solutions for high net worth individuals and their families.
The judging panel noted that “with over 30 years’ experience, Lombard International Assurance is an expert in providing solutions for HNW and UHNW families. With a deep understanding of local regulations, the firm’s experienced team is well placed to help clients meet their wealth planning objectives.”
Showcasing leading players from the European wealth management sector, the WealthBriefing awards recognise outstanding organisations, segmented by specialisms and geography.
Commenting on the award, Stuart Parkinson, Group Chief Executive said: “I’m delighted that Lombard International has been awarded “Best Wealth Planning Team” for the second time in a row. It is a badge of excellence for our talented experts, recognising the relevance of our value propositions. I am proud that this is appreciated by wealth professionals and by the wealth management community. Congratulations to our team and many thanks to WealthBriefing and their judging panel."
Rob MacIntyre, Head of Wealth Structuring & Product Development, added: “I’m pleased to see our talented team recognised again at the WealthBriefing Awards. Based out of Luxembourg, our wealth structuring department includes experienced lawyers, tax and estate experts, actuaries, insurance and investment professionals. Well done team!