Lombard International Group

[𝐀𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭] We are excited to announce that Lombard International Assurance Holdings Sarl will be joining Utmost Group plc through a proposed acquisition, subject to regulatory approvals. This acquisition will bring together two large-scale insurance-based wealth solutions businesses, providing the combined Group with a strengthened position in key European markets and enhancing its ability to serve clients' long-term financial needs. Key highlights include: ✔ 𝐌𝐚𝐫𝐤𝐞𝐭 𝐏𝐨𝐬𝐢𝐭𝐢𝐨𝐧: Strengthens Utmost International’s position as a leading global provider of international life assurance. ✔ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐈𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧: Lombard International will continue to operate from Luxembourg with its existing suite of products. These will be distributed under the Utmost brand by a single combined global salesforce in parallel with Utmost’s existing products. ✔ 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐭𝐫𝐞𝐧𝐠𝐭𝐡: The Group’s capital strength will remain strong, maintaining Utmost Group’s balance sheet strength, resilience, and flexibility. ✔ 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐓𝐢𝐦𝐞𝐥𝐢𝐧𝐞: Subject to regulatory approvals, the acquisition is expected to be completed by the end of 2024. We look forward to the opportunities this acquisition will bring and remain dedicated to providing unparalleled service and expertise to clients and partners. 𝐅𝐨𝐫 𝐦𝐨𝐫𝐞 𝐝𝐞𝐭𝐚𝐢𝐥𝐬, 𝐩𝐥𝐞𝐚𝐬𝐞 𝐫𝐞𝐚𝐝 𝐭𝐡𝐞 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐚𝐧𝐧𝐨𝐮𝐧𝐜𝐞𝐦𝐞𝐧𝐭 𝐡𝐞𝐫𝐞 https://lnkd.in/e6GuFUvE #Acquisition #Insurance #WealthManagement #LombardInternational Lombard International Group #UtmostGroup #FinancialServices

☀ [#ThrowbackThursday] ☀ on the 4th edition of 𝐋𝐚 𝐑𝐞𝐧𝐜𝐨𝐧𝐭𝐫𝐞 𝐎𝐜𝐜𝐮𝐫 𝐢𝐧 𝐏𝐚𝐫𝐢𝐬! 😎 Today we shine a spotlight on Mathieu Duballet, President of LIA Patrimoine, who introduces his team and shares his thoughts on another successful edition of La Rencontre Occur · Experts, which took place on 27 June at the Pavillon Royal in Paris. ⚡ Lombard International Group was delighted to be a premium partner of this must-attend annual event for the French financial services community, bringing together professionals from different segments of the wealth management industry for a full day of workshops, conferences, networking opportunities and the much-anticipated award ceremony. 🏆 On this occasion, Lombard International Group was designated the 𝟐𝟎𝟐𝟒 𝐰𝐢𝐧𝐧𝐞𝐫 𝐢𝐧 𝐭𝐡𝐞 "𝐋𝐢𝐟𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞" 𝐜𝐚𝐭𝐞𝐠𝐨𝐫𝐲. 👉 https://lnkd.in/eunkK4j8 👏 Much kudos to our French team and many thanks to the Occur · Experts team for this video interview! We already look forward to next year! #LombardInternationalAssurance #Luxembourg #LifeInsurance #ProtectPreservePassOn #MakingLegacyCount

✨ [Top Private Client Advisers] ✨ Spear's Magazine 500 👏 Many congratulations to Chris Edward MA TEP ACSI, Lombard International Assurance’s Country Manager for the UK, on being recommended in the Insurance Advisers category in the 2024 𝑆𝑝𝑒𝑎𝑟’𝑠 500 directory. 🥇 The 𝑆𝑝𝑒𝑎𝑟’𝑠 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers, and service providers for (U)HNW individuals. 👉 You can find out more here: https://lnkd.in/eSnqfy7A #LombardInternationalAssurance #LifeInsurance #ProtectPreservePassOn #MakingLegacyCount

⚽ [Game on!] ⚽ 𝐓𝐡𝐞 𝐫𝐞𝐚𝐥𝐢𝐭𝐲 𝐨𝐟 𝐜𝐫𝐨𝐬𝐬-𝐛𝐨𝐫𝐝𝐞𝐫 𝐰𝐞𝐚𝐥𝐭𝐡 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐟𝐨𝐫 𝐢𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐟𝐨𝐨𝐭𝐛𝐚𝐥𝐥 𝐩𝐥𝐚𝐲𝐞𝐫𝐬 🏆 The 2024 Euro football championship ended in style yesterday, and so did the Wimbledon tennis tournament, marking the end of a series of thrilling games. Meanwhile, the iconic Tour de France continues at full speed and the Paris Olympics open on 26 July. 🌎 All these major international sporting events bring together elite athletes from all over the world, most of whom regularly change country of residence during their sporting careers. ✈ Professional athletes lead international lifestyles with diverse interests, and this impacts the way they manage and pass on their wealth. ✔ L'AGEFI France has just published a brilliant story (in French) from Nicolas MORHUN, Lombard International Assurance’s Senior Wealth Planner for the French Market, 𝑒𝑥𝑝𝑙𝑜𝑟𝑖𝑛𝑔 𝑎 𝑝𝑟𝑎𝑐𝑡𝑖𝑐𝑎𝑙 𝑎𝑛𝑑 𝑑𝑒𝑡𝑎𝑖𝑙𝑒𝑑 𝑐𝑎𝑠𝑒 𝑠𝑡𝑢𝑑𝑦 𝑜𝑓 𝑎 𝐹𝑟𝑒𝑛𝑐ℎ 𝑓𝑜𝑜𝑡𝑏𝑎𝑙𝑙𝑒𝑟 𝑚𝑜𝑣𝑖𝑛𝑔 𝑓𝑟𝑜𝑚 𝐹𝑟𝑎𝑛𝑐𝑒 𝑡𝑜 𝑆𝑝𝑎𝑖𝑛 𝑎𝑛𝑑 𝐼𝑡𝑎𝑙𝑦, 𝑎𝑛𝑑 𝑤ℎ𝑎𝑡 𝑡ℎ𝑖𝑠 𝑚𝑒𝑎𝑛𝑠 𝑓𝑟𝑜𝑚 𝑎 𝑤𝑒𝑎𝑙𝑡ℎ 𝑝𝑙𝑎𝑛𝑛𝑖𝑛𝑔 𝑝𝑜𝑖𝑛𝑡 𝑜𝑓 𝑣𝑖𝑒𝑤. ❓ 𝐇𝐨𝐰 𝐝𝐨 𝐟𝐨𝐨𝐭𝐛𝐚𝐥𝐥 𝐩𝐥𝐚𝐲𝐞𝐫𝐬 𝐦𝐚𝐧𝐚𝐠𝐞 𝐭𝐡𝐞𝐢𝐫 𝐰𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 𝐜𝐫𝐨𝐬𝐬 𝐛𝐨𝐫𝐝𝐞𝐫𝐬? ❓ 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐨𝐩𝐭𝐢𝐨𝐧𝐬? ❓ 𝐃𝐨𝐞𝐬 𝐚 𝐦𝐨𝐯𝐞 𝐭𝐨 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐣𝐮𝐫𝐢𝐬𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐩𝐥𝐚𝐧𝐧𝐞𝐝 𝐰𝐞𝐥𝐥 𝐢𝐧 𝐚𝐝𝐯𝐚𝐧𝐜𝐞? ❓ 𝐖𝐡𝐲 𝐢𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐟𝐨𝐫 𝐭𝐡𝐞𝐦? 👉 Find out more here: https://lnkd.in/eZrCgefK #LombardInternationalAssurance #LifeInsurance #ProtectPreservePassOn #MakingLegacyCount

🌈#FBF to the Luxembourg Pride Run🌈 ✨Last night, the 2nd edition of the Luxembourg Pride Run took place. Participants from all walks of life came together to show their support for the LGBTQ community and raise awareness for inclusivity. 🏳️🌈At Lombard International Assurance, we were proud to sponsor our group of runners and we stand behind the cause of equality and inclusivity. Thank you for representing us so well and for contributing to such an important cause. 🤝Together, we continue to promote diversity and make strides toward a more inclusive future for all. #LuxembourgPrideRun #LombardInternationalAssurance #DiversityAndInclusion #EqualityForAll

☀ [#ThrowbackThursday] ☀ on our annual 𝐒𝐰𝐢𝐬𝐬 𝐒𝐮𝐦𝐦𝐞𝐫 𝐂𝐨𝐜𝐤𝐭𝐚𝐢𝐥 📍 Today we take a look back at our fabulous annual Swiss Summer Cocktail event organised by Lombard International Assurance on 27 June in the heart of Zurich. ⚡ 100 partners joined our European teams at the stunning Roof Garden Zürich, offering the perfect setting for forging stronger connections and celebrating our shared successes in a relaxed atmosphere. 🚀 Our success lies in the solid and long-term partnerships that we have been building for over 30 years and we our proud to see these partnerships materialise on occasions like this. 🙏 A big thank you to everyone who attended and contributed to making this another great event. Here’s to many more exciting moments and continued collaboration! 👏 Much kudos to Lombard International Assurance’s team for working tirelessly behind the scenes to make these memorable occasions happen. Sébastien Hoeltgen Christophe Chardome Julien Diatchenko Andreas Kollienz, CFA Philippe Lopes de Lemos Thi Pham Rikard Havander #LombardInternationalAssurance #LifeInsurance #ProtectPreservePassOn #MakingLegacyCount

😎 Our summer episode is now LIVE! 😎 – and it’s all about sport! 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐚𝐭𝐡𝐥𝐞𝐭𝐞𝐬: 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐬𝐭𝐫𝐨𝐧𝐠 𝐞𝐧𝐨𝐮𝐠𝐡? ⚽ We are approaching the end of the 2024 Euro Football Championship and the Paris Olympics are just around the corner! 𝐻𝑎𝑣𝑒 𝑦𝑜𝑢 𝑒𝑣𝑒𝑟 𝑤𝑜𝑛𝑑𝑒𝑟𝑒𝑑 ℎ𝑜𝑤 𝑒𝑙𝑖𝑡𝑒 𝑎𝑛𝑑 𝑝𝑟𝑜𝑓𝑒𝑠𝑠𝑖𝑜𝑛𝑎𝑙 𝑎𝑡ℎ𝑙𝑒𝑡𝑒𝑠 𝑚𝑎𝑛𝑎𝑔𝑒 𝑡ℎ𝑒𝑖𝑟 𝑤𝑒𝑎𝑙𝑡ℎ 𝑎𝑛𝑑 𝑤ℎ𝑎𝑡 𝑡ℎ𝑒𝑖𝑟 𝑠𝑝𝑒𝑐𝑖𝑓𝑖𝑐 𝑐𝑖𝑟𝑐𝑢𝑚𝑠𝑡𝑎𝑛𝑐𝑒𝑠 𝑎𝑟𝑒? 🔎 In this summer episode of our Wealth in Motion series, Thibaut takes a closer look at the financial rollercoaster that many athletes ride, exploring why financial literacy often takes a back seat in their sporting careers, leaving them vulnerable to pitfalls. ❓ 𝐖𝐡𝐲 𝐝𝐨 𝐭𝐡𝐞𝐢𝐫 𝐜𝐢𝐫𝐜𝐮𝐦𝐬𝐭𝐚𝐧𝐜𝐞𝐬 𝐫𝐞𝐪𝐮𝐢𝐫𝐞 𝐞𝐱𝐭𝐫𝐚 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧? ❓ 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐭𝐡𝐞𝐢𝐫 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐨𝐟 𝐢𝐧𝐜𝐨𝐦𝐞? ❓ 𝐖𝐡𝐲 𝐢𝐬 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐫𝐞𝐩𝐚𝐫𝐚𝐭𝐢𝐨𝐧 𝐞𝐬𝐬𝐞𝐧𝐭𝐢𝐚𝐥 𝐟𝐨𝐫 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐚𝐭𝐡𝐥𝐞𝐭𝐞𝐬? 👉 This short video is your exclusive backstage pass to the post-career planning of professional athletes. ▶ Press play and watch now! 📢 Wealth in Motion is taking a break and we'll be back soon with a new series. Stay tuned! #LombardInternationalAssurance #WealthInMotion #WealthManagement #ProtectPreservePassOn #MakingLegacyCount

🌈 [#FBF] to our Pride Workshop at the office! 🌈 ⭐As Pride month kicks off in Luxembourg, we were honoured to have representatives from Rosa Lëtzebuerg and Centre LGBTIQ CIGALE on-site to deliver a powerful workshop celebrating diversity and promoting inclusivity in the workplace. 💭The workshop was not only enlightening, but it also provided a safe space for open dialogue. Our thoughtful Q&A session at the end allowed everyone to ask questions freely, fostering understanding and empathy without any judgement. 🏳️🌈At Lombard International Assurance, we believe that diversity strengthens us, and we are dedicated to ensuring that everyone feels valued and respected in the workplace. 🙌A big thank you to Rosa Lëtzebuerg and Centre LGBTIQ CIGALE for their dedication and for making this workshop a memorable and impactful experience. #PRIDE2024 #DiversityandInclusion #LGBTQAllies #InclusiveWorkPlace #LombardInternationalAssurance 

☀ [#FlashBackFriday] ☀ on our 𝟐𝟎𝟐𝟒 𝐖𝐞𝐚𝐥𝐭𝐡 𝐋𝐚𝐛 𝐢𝐧 𝐌𝐚𝐝𝐫𝐢𝐝 ✔ On 13 June, Lombard International Assurance’s team headed to Madrid to host the 2024 edition of its annual Wealth Lab Conference in Spain, at the stunning Rosewood Villa Magna. ⚡ Another successful edition with 100 local partners who joined us to hear from an exceptional cast of expert speakers, who discussed the increasing attractiveness of Spain as a destination for HNW families to invest and pass on their wealth. 🔎 We also heard from Chris Edward MA TEP ACSI, Country Manager UK with Lombard International Assurance, who provided a quick update on the recent reforms to the "Non-Doms" regime in the UK. 🎥 As always, we had our camera with us to record a few interviews with our guest speakers and get their views on some of the key ideas developed during their panel discussion. ▶ Press play to hear what they have to say! (in Spanish) 📌 𝑊ℎ𝑎𝑡 𝑖𝑠 𝑡ℎ𝑒 𝑟𝑎𝑡𝑖𝑜𝑛𝑎𝑙𝑒 𝑏𝑒ℎ𝑖𝑛𝑑 𝑡ℎ𝑒 𝑖𝑛𝑐𝑟𝑒𝑎𝑠𝑖𝑛𝑔 𝑓𝑙𝑜𝑤 𝑜𝑓 𝐿𝑎𝑡𝑖𝑛 𝐴𝑚𝑒𝑟𝑖𝑐𝑎𝑛 𝐻𝑁𝑊 𝑓𝑎𝑚𝑖𝑙𝑖𝑒𝑠 𝑚𝑜𝑣𝑖𝑛𝑔 𝑡𝑜 𝑆𝑝𝑎𝑖𝑛 𝑎𝑛𝑑 𝑤ℎ𝑎𝑡 𝑎𝑟𝑒 𝑡ℎ𝑒𝑖𝑟 𝑠𝑝𝑒𝑐𝑖𝑓𝑖𝑐 𝑤𝑒𝑎𝑙𝑡ℎ 𝑚𝑎𝑛𝑎𝑔𝑒𝑚𝑒𝑛𝑡 𝑛𝑒𝑒𝑑𝑠? with Fernando Lopez Munoz 📌 𝑊ℎ𝑎𝑡 𝑑𝑜 𝑦𝑜𝑢 𝑡ℎ𝑖𝑛𝑘 𝑎𝑟𝑒 𝑡ℎ𝑒 𝑘𝑒𝑦 𝑎𝑠𝑝𝑒𝑐𝑡𝑠 𝑡𝑜 𝑡𝑎𝑘𝑒 𝑖𝑛𝑡𝑜 𝑎𝑐𝑐𝑜𝑢𝑛𝑡 𝑤ℎ𝑒𝑛 𝑠𝑡𝑟𝑢𝑐𝑡𝑢𝑟𝑖𝑛𝑔 𝐻𝑁𝑊 𝑖𝑛𝑑𝑖𝑣𝑖𝑑𝑢𝑎𝑙’𝑠 𝑤𝑒𝑎𝑙𝑡ℎ? with Roberto Alvarez 📌 𝑊ℎ𝑎𝑡 𝑏𝑒𝑛𝑒𝑓𝑖𝑡𝑠 𝑑𝑜 𝑎𝑙𝑡𝑒𝑟𝑛𝑎𝑡𝑖𝑣𝑒 𝑎𝑠𝑠𝑒𝑡 𝑐𝑙𝑎𝑠𝑠𝑒𝑠 𝑜𝑓𝑓𝑒𝑟 𝑡𝑜 𝐻𝑁𝑊 𝑖𝑛𝑑𝑖𝑣𝑖𝑑𝑢𝑎𝑙𝑠 𝑎𝑛𝑑 𝑤ℎ𝑎𝑡 𝑖𝑠 𝑦𝑜𝑢𝑟 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒 𝑖𝑛 𝑡ℎ𝑖𝑠 𝑎𝑟𝑒𝑎? with Gonzalo Rodriguez-Fraile 📌 𝑊ℎ𝑎𝑡 𝑓𝑢𝑡𝑢𝑟𝑒 𝑑𝑜 𝑦𝑜𝑢 𝑓𝑜𝑟𝑒𝑠𝑒𝑒 𝑓𝑜𝑟 𝑢𝑛𝑖𝑡-𝑙𝑖𝑛𝑘𝑒𝑑 𝑙𝑖𝑓𝑒 𝑖𝑛𝑠𝑢𝑟𝑎𝑛𝑐𝑒 𝑎𝑠 𝑎 𝑤𝑒𝑎𝑙𝑡ℎ 𝑠𝑜𝑙𝑢𝑡𝑖𝑜𝑛? with Pablo Peciña 🙏 A big thank you to all attendees and speakers for making this event a success. We already look forward to next year. #LombardInternationalAssurance #LifeInsurance #ProtectPreservePassOn #MakingLegacyCount

🎬 Episode 5 is now LIVE! 🎬 𝐇𝐨𝐰 𝐝𝐨 𝐰𝐞𝐚𝐥𝐭𝐡 𝐚𝐧𝐝 𝐚𝐬𝐬𝐞𝐭𝐬 𝐜𝐫𝐨𝐬𝐬 𝐛𝐨𝐫𝐝𝐞𝐫𝐬? 🌍 HNW families whose members live in the same country and who have financial interests in a single jurisdiction are clearly a statistical outlier. In our hyper-connected world, there is a greater focus on wealth moving across borders. 🤔 Have you ever wondered how internationally mobile C-level executives, actors, entrepreneurs, successful digital nomads or large international families manage their wealth? 🔎 In this new episode of our Wealth in Motion series, Thibaut looks at practical examples and case studies where individuals and families require portable solutions to cater to their specific circumstances. ❓ 𝐖𝐡𝐨 𝐚𝐫𝐞 𝐭𝐡𝐞𝐬𝐞 𝐢𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥𝐥𝐲 𝐦𝐨𝐛𝐢𝐥𝐞 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥𝐬? ❓ 𝐃𝐨𝐞𝐬 𝐚 𝐦𝐨𝐯𝐞 𝐭𝐨 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐣𝐮𝐫𝐢𝐬𝐝𝐢𝐜𝐭𝐢𝐨𝐧 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐩𝐥𝐚𝐧𝐧𝐞𝐝 𝐰𝐞𝐥𝐥 𝐢𝐧 𝐚𝐝𝐯𝐚𝐧𝐜𝐞? ❓ 𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐚𝐯𝐚𝐢𝐥𝐚𝐛𝐥𝐞 𝐨𝐩𝐭𝐢𝐨𝐧𝐬? 👉 This short video will give you an overview of what’s at stake in such situations. ▶ Press play and watch episode 5 now! 📢 Don’t miss out our summer episode on international athletes ⚽ next month and make sure you like, share and subscribe to our channel to stay updated https://lnkd.in/dqyv9R9N. Wealth in Motion is also available on Paperjam here https://lnkd.in/dnvDPmXc #LombardInternationalAssurance #WealthInMotion #WealthManagement #ProtectPreservePassOn #MakingLegacyCount