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