Utmost Wealth Solutions Podcast

Chris Edward, UK Country Manager with Lombard International Assurance, recently spoke to PwC as part of their Family Office Podcast series. His expertise are primarily focused on trust and insurance based planning solutions. In this episode, Chris shares his perspectives and valuable insights on what the recent wide-sweeping changes to the taxation of foreigners coming to the UK might mean for families based in, or with a connection to the UK. He also explores the unit-linked life insurance route which, combined with a trust, may offer a variety of effective wealth and succession planning options.

Our leaders talk video series is back on air with a stellar guest!Florent Albert, Lombard International Assurance’s Managing Director Europe & Group CFO, joins us in this episode hosted by Thibaut Charpentier to reflect on 2023 and discuss the outlook for 2024. An excellent opportunity to hear Florent on an early business update as we approach the end of an eventful and intensive year.Thibaut asks Florent about the main macro drivers and dynamics at play, how they are transforming the Wealth Assurance industry and what they mean for Lombard International Assurance.Florent also shares his top priorities for the early months of 2024 and discusses the prospects for next year.

The Club by Lombard International took place in Zurich on 25 January 2023 and in Geneva on 26 January 2023. On this occasion, our panel of international experts including: Abel Mejía, Partner at Sánchez Devanny (Mexico) Tiago Cassiano Neves, Managing Partner at Kore Partners (Portugal) Miguel Durham Agrellos, Founding Partner at Durham Agrellos Advogados (Portugal) Enrique Barroso, Market Leader Iberia & Latam, Independent Contractor (Spain) Pablo Peciña, Associate Director , Wealth Structuring Solutions at Lombard International Assurance updated us on the current challenges in the insurance and private banking sectors. From the current political situation in Peru, to what’s next for Brazil following the recent elections and the new inheritance tax on foreign assets, to the Colombian tax reform, the new Spanish wealth tax and the new short term capital gains regulation in Portugal, there is much going on in the region, bringing new challenges and opportunities. How to anticipate? What are the wealth portability options available from LatAm to Europe? We hope you will enjoy this episode

The 2022 edition of our LATAM Wealth Assurance Update took place on 30 March in Switzerland, with a focus on how insurance-based wealth and succession planning solutions are currently used by internationally-mobile Latin American families. Our expert guest speakers discussed the current trends across key countries in the region, the various key needs in these uncertain times, that include asset protection and diversification, further providing a view on the increasing need for portability with case studies of clients relocating to Spain or Portugal. Guest speakers: Alfredo Sánchez Torrado, Partner at Chévez, Ruiz, Zamarripa y Cia., S.C from Mexico Filipe Romão, Partner at Uría Menéndez-Proença de Carvalho from Portugal Borja López, Partner at Anaford from Switzerland Pablo Peciña, Associate Director Wealth Planning Iberia & LatAm at Lombard International Assurance from Luxembourg The panel was moderated by Enrique Barroso, Market Leader Iberia & Latam, Independent Marketing Consultant

On Wednesday 3 March, the Chancellor of the Exchequer Rishi Sunak presented his 2021 Budget to Parliament. In this short podcast, Simon Gorbutt and Lana Corrienne Mallon discuss the new measures announced, what they mean for HNW/UHNW investors and what should be top of mind moving forward. Outlining the intricacies of this new Budget, Simon and Lana further examine the updated Corporation Tax and what should be expected in terms of CGT, IHT and more. Guests: Simon Gorbutt, Director, Regional Head of Wealth Structuring Solutions and Lana Corrienne Mallon, Senior Wealth Planner UK & International.

Sandy Locke, our Group Chief Human Resources Officer, recently spoke to Nahla Summers as part of a podcast series in which she discusses with her guests how kindness influences the way they lead and live. Cultural Change Consultant, award winning author and founder of the social movement Sunshine People, Nahla has been working with Lombard International Group for a year, sharing her inspirational journey with our people and showing how much can change with bringing kindness into leadership. Sandy describes her vision of kindness, what really lies behind the word, why it is a vital part of any successful organisation and how to apply it to our everyday work and human interactions. At Lombard International Group, as we continue to grow as a global organisation, investing into our employees’ professional development and wellbeing is pivotal in order to evolve and innovate our business and our mindset.

Visionary, unruffled, passionate and wise are words that I would use to describe James Gatoff.  A reminder that Flex and the City is not about a discourse into financial services, rather for the community to learn what makes Leaders in the industry great and how, with more powerful Leadership the industry, there will be greater impact in this world.  James effuses positive energy and his love of space - a magnificent vantage point from which we can see our real significance and what legacy needs to be.    Listen to this podcast with curiosity and of course James would love to hear your thoughts and comments on the podcast, the sign of a great marketeer!!

Jurgen Vanhoenacker, Executive Director, Business Development and Wealth Structuring, werd uitgenodigd door Hilde Van Malderen voor een podcast rond digitale transformatie, in samenwerking met Salesforce en De Tijd. De bedrijven zijn bijzonder snel gedigitaliseerd door de Covid-19 pandemie. Deze uitzending gaat in op de manier waarop bedrijven in uiteenlopende sectoren omgaan met digitale transformatie. Dat is een bijzonder belangrijk onderwerp voor Lombard International Assurance, de Europese marktleider in Luxemburgse levensverzekeringen. Jurgen beschouwt digitalisering als een manier om de dienstverlening te verbeteren en om topkwaliteit te bieden. Hij legt ons uit dat digitalisering geen doel op zich is. Aan de hand van de ingebruikname van Salesforce gaat Jurgen dieper in op de verschillende aspecten van de strategie die Lombard International Assurance volgt. Hij behandelt de uitdagingen en succesverhalen uit het verleden, en ook de lopende projecten en toekomstplannen.

Jurgen Vanhoenacker, Executive Director, Business Development and Wealth Structuring, était l’invité de Nadia Bouria dans le cadre d’un podcast dédié à la transformation digitale, en collaboration avec Salesforce et L’Echo. Alors que la digitalisation des entreprises s’est accélérée du fait de la pandémie de Covid-19, cette émission s’intéresse à la façon dont les entreprises issues de différents secteurs abordent leur transformation digitale. C’est un sujet particulièrement important pour Lombard International Assurance, leader européen de l’assurance-vie luxembourgeoise. Alors qu’il considère la technologie comme un facilitateur et un générateur d’excellence dans le service, Jurgen nous explique que la digitalisation n’est pas une fin en soi. A travers l’exemple de la mise en place de Salesforce, Jurgen expose les différents aspects de la stratégie adoptée chez Lombard International Assurance, les défis et succès passés, mais aussi les projets en cours et les ambitions futures.