Non-traditional assets

Non-traditional assets

Covering the broadest range of benefits for diversified portfolios

Expertise to take on even the most diverse portfolios

Increasingly, wealth is invested in more than just traditional asset classes. Real estate, private equity, hedge funds: these assets are often important and extremely valuable aspects of a well-diversified portfolio. 

We understand how to value non-traditional assets and how to integrate them into our solutions however diverse the portfolio. This means clients have a clearer overview of their wider portfolio, and the family stands to reap greater rewards in the future.

Benefits of a Lombard International Assurance solution:

  • Our solutions offer the capacity to take on specific kinds of non-traditional assets for long-term wealth structuring
  • We analyse each asset carefully to ensure it meets tax and regulatory demands, and possibly avoiding unexpected liabilities in the future
  • Our dedicated Non-Traditional Assets Team can assess the risks of a broad range of assets 
  • We have the ability to assess risk properly and find alternative solutions when issues arise 
  • Integrated with wealth planning solutions, so the advantages of non-traditional assets can be passed on to the next generation
Case study

Case study

Non-traditional assets in practice

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