Lombard International Assurance

Lombard International Assurance: Premier Private Insurance Solutions with Global Reach

One of Europe’s most respected and experienced providers of Private Placement Life Insurance (PPLI) and unit-linked wealth planning structures -Lombard International Assurance. Established in 1991 and headquartered in Luxembourg, Lombard leverages the country’s robust regulatory framework and wealth structuring expertise to deliver tailor-made insurance-based solutions for high-net-worth individuals and families worldwide.

With a Swiss representative office in Zurich and integration into the Utmost Group, Lombard now offers enhanced scalability, cross-border reach, and long-term service continuity.

Snapshot

Name: Lombard International Assurance S.A.
Headquarters: Luxembourg
Swiss Presence: Zurich Representative Office (Weinplatz 10, CH-8001)
Founded: 1991
Ownership: Acquired by Utmost Group (Agreement in 2023, completed in 2024)
Regulator: Commissariat aux Assurances (CAA) – Luxembourg
Minimum Investment: €1,000,000+
Client Focus: HNWIs, Family Offices, Cross-Border Wealth Advisors
Core Solutions:
- Private Placement Life Insurance (PPLI)
- Private Placement Variable Annuities (PPVA)
- Unit-Linked Life Insurance
Global Reach: Europe, US, Asia, Latin America
AUM: As of late 2024, Lombard International Assurance managed £45 billion in assets under administration. Following its acquisition by Utmost Group, Lombard’s AUA is now reflected within Utmost Wealth Solutions’ consolidated total of £103.5 billion (as of December 31, 2024).

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Country of Residence

Estimated Investable Assets

Preferred Contact Method

Core Offering: Tailored Insurance Strategies & Wealth Structuring

Lombard delivers sophisticated insurance solutions for cross-border wealth planning, succession, and long-term tax efficiency:

PPLI (Private Placement Life Insurance)
PPVA (Private Placement Variable Annuities)
Unit-Linked Life Insurance Policies
Structuring via Trusts, Foundations, Holding Companies
Fully Compliant with CRS / FATCA Regulations
Open Architecture Model: Compatible with global custodians and asset managers

Security & Regulation

Lombard benefits from Luxembourg’s unique Triangle of Security, offering one of the strongest investor protections in Europe:

Segregated client assets under custodian bank control
Supervised by the Commissariat aux Assurances (CAA)
30+ years of experience in structuring compliant cross-border wealth solutions

Recently enhanced AML/CFT controls after regulatory updates

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Why We Refer Lombard International Assurance

We trust Lombard for clients with international exposure and complex planning needs, especially across Europe and Latin America. Their team is responsive, solution-oriented, and fluent in dealing with private banks and independent asset managers. The Zurich office offers added support for Swiss-based professionals.

Their integration into Utmost Group further reinforces Lombard’s longevity, scale, and adaptability in evolving global markets.

Ideal Client Profiles

Minimum Investable Assets: €1M+

Typical Clients Include:

International HNW families
Entrepreneurs with cross-border assets
US-connected clients seeking PPVA solutions
Family offices and professional advisors

Common Use Cases:

Cross-border wealth transfer
Tax deferral strategies
Estate equalization

Confidential wealth protection

Global Custodian Compatibility

Lombard policies support portfolios managed or held in:

Switzerland: Zurich, Geneva
UK: London
US: PPVA-compatible platforms
Singapore: Asia-focused private banks

Download: Top 5 Asset Protection–Oriented Insurance Providers Comparison Sheet

Benchmark Lombard against leading PPLI platforms in Switzerland, Liechtenstein, and Luxembourg