A singular approach to wealth structuring
We focus purely on wealth structuring using unit-linked life assurance or private placement life insurance (PPLI), a proven, internationally recognised instrument firmly embedded in legal frameworks of countries around the world.
With the capacity to issue policies from multiple jurisdictions around the world, we are perfectly placed to help solve the problems faced by our clients, however complex.
Our healthy balance sheet, extensive network and strong track record provide the foundations for our success. We have built up in-depth knowledge and expertise in our specialist field and continue to invest in our people and our business to maintain our leading market position.
We are the largest firm in our niche sector measured by global assets under administration.
Our guiding principles
We are recognized for our expertise in our field – both domestically and internationally. We are sought out by the most sophisticated planners and professionals wishing to explore this market.
We are committed to transparency with regard to the pricing and design of our solutions.
Our solutions offer the flexibility of both traditional and alternative investment management options to meet the evolving needs of our clients.
We have a focused commitment to our partners. We do not manage investments. We have deep experience in building solutions specifically for our partners – whether they are, among others, wealth management firms, distribution outlets, investment managers, or other insurance carriers.