November 23, 2018
For High-Net-Worth Individuals (HNWI) crafting a wealth strategy can be a difficult and challenging experience, especially for those whose wealth spans borders.
Beyond requiring a favourable tax regime, these individuals need a solution that maximises and ensures the longevity of their wealth.
In Luxembourg, the assets transferred into a life assurance contract are managed according to an investment strategy which is completely customised by the individual.
In fact, Luxembourg insurance regulation allows a large range of underlying investments into internal funds. This offers investors access to a world of interesting investment opportunities.
These investments range from liquid to illiquid underlying assets, depending on the investment strategy and risk profile of the life insurance policy. They can be traditional or non-traditional – or a combination of both.
You can pursue personal investment interests, invest in mainstream assets, explore both regulated and non-regulated options … all via a life assurance policy which is tailored to you and your family’s unique needs.
To learn more about traditional and non-traditional investable assets and to read => our case study examples, visit.
