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Extreme uncertainty on the financial markets has prompted private investors to adopt more conservative strategies with respect to their investments at the expense of more aggressive strategies targeting higher returns. Life insurance has established itself as one of the most effective structures for mitigating risk and protecting one’s wealth.
At a contractual and fiscal level, private life insurance is a whole-of-life policy that corresponds with the wealth management expectations of high net worth clients, corporations and trusts. In conjunction with the sophisticated investment management products and services typical of the private banking sphere, the life policy adds the complementary advantages that insurance can confer, namely tax optimization, succession planning , asset protection, confidentiality and open investment architecture, all in accordance with the regulations of the relevant country of residence.
Private Life Insurance is an innovative product that provides a great degree of flexibility with respect to drawing up contracts and managing the underlying investment portfolio, characterised by full fiscal neutrality and statutory confidentiality. These qualities make the life policy invaluable with respect to the specific requirements of a high net worth clientele: safeguarding the family’s future with respect to investments, properties and shareholdings, and managing the transfer of wealth between generations, while allowing for maximum flexibility as to how the underlying fortune is invested.