IWS Ltd

IWS Ltd

Independent boutique Life insurance Broker Across Liechtenstein and Switzerland

IWS Ltd is a boutique, cross-border consulting and brokerage firm specialising in Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) for high-net-worth individuals, families, and fiduciary advisors.

With its main operations based in Liechtenstein and additional presence in Switzerland, IWS Ltd offers insurance-based wealth planning structures that combine long-term tax efficiency, asset protection, and international portability.

The firm remains fully independent, allowing clients to access multiple carriers, jurisdictions, and investment platforms without product bias. Through this open model, IWS helps advisors create fully customised solutions that are transparent, compliant, and built to support multi-generational wealth strategies.

Company Snapshot

  • Name: IWS Ltd
  • Primary Base: Liechtenstein
  • Swiss Presence: Yes – Member of a FINMA-recognized Swiss Self-Regulatory Organization (SRO)
  • Founded: 2010
  • Regulatory Status:
    • Operates via Liechtenstein with licensed insurance partners
    • Swiss operations are supervised under the SRO framework
  • Minimum Investment: Typically €1,000,000+; certain solutions from $500,000
  • Client Focus:
    • International HNWIs and families
    • Cross-border wealth planners and trustees
    • U.S.-linked clients (PPVA)
  • Core Services:
    • PPLI policy design & brokerage
    • PPVA structuring for tax optimisation
    • Custodian and asset manager integration
  • Assets Structured: Approx. $1.0 billion (as of March 2024)

Team Size: 28 professionals (as of March 2024)

 

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Swssco can connect you directly to IWS Ltd via a verified and discreet referral, aligning with your advisors and preserving privacy throughout the inquiry.

 


Why Choose IWS Ltd?

We recommend IWS Ltd for clients requiring neutral, independent advisory services in the PPLI/PPVA space. Their ability to operate across Liechtenstein and Switzerland, while remaining free from carrier affiliations, makes them uniquely suited to serve clients with complex or multi-jurisdictional planning needs.

Key advantages include:

  • True independence from insurers and custodians
  • Deep expertise in Liechtenstein and Swiss structuring laws
  • Responsive, multi-lingual team of senior consultants
  • Strong track record with U.S. clients and tax-advised structures
  • Clear disclosures on regulatory status and service scope

     

Ideal Client Profiles

  • Minimum Investable Assets: €1 million (some offerings from $500,000)
  • Client Types:
    • International entrepreneurs
    • Multi-jurisdictional families
    • U.S. taxpayers seeking tax-compliant wrappers
    • Professional trustees and wealth managers

Typical Planning Goals:

  • Wealth transfer and succession
  • Confidential but compliant structuring
  • Tax deferral and asset shielding
  • Long-term legacy and estate equalization

     

Jurisdiction & Custodian Support

IWS Ltd structures and supports insurance policies compatible with custodians across:

  • Switzerland: Zurich, Geneva
  • Liechtenstein: Insurance issuance and legal base
  • Luxembourg: For specific carrier integrations
  • United States: PPVA-approved platforms
  • Asia: Singapore-based private banks

IWS Ltd offers a rare blend of independence, regulatory clarity, and technical depth in the private placement insurance space. Whether you’re planning across continents or addressing U.S. tax considerations, their Liechtenstein-Swiss platform provides an efficient and secure framework for long-term wealth preservation.

 

Download: Independent Providers Comparison Sheet

Compare IWS Ltd with other leading independent PPLI in platforms in Liechtenstein and Switzerland 


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