Superior Wealth Planning and Protection for Individuals and their Families

Superior Wealth Planning and Protection for Individuals and their Families

Superior Wealth Planning and Protection for Individuals and their Families

About Us

Our ownership is unique.

A family-focused, privately owned Group, that understands the needs of today’s wealthy families.

A service-oriented company specialising in planning for High Net Worth clients and families.

Our Group

Our Group is unique and offers our clients access to some of the best professionals in their field.

By establishing a cross-border Insurance Company, with a Tied Agency for distribution, we have developed a holistic approach to meeting client expectations.

With our financial strength, prudent management and independence, we have created a new style of life insurance Group.

Life Insurance

Life Insurance is a well-established and proven structuring tool to complement a client’s wealth planning strategy. Life insurance has unique features that can provide long term benefits for investment and succession.

206 %
Solvency II Ratio*
*as at year end 2020
4.2 bn
Assets under
Management
+ 20 yrs
Years’ experience
in Financial Services
45
People working across
3 office locations
+ 10
Nationalities and
languages spoken