October 30, 2017
These days, investment portfolios reflect the often global and complex lives which the HNW and their families live. Non-traditional assets such as global real estate, private equity – regulated and non-regulated – and securitisation vehicles are becoming more the norm than the exception when dealing with international wealth.
OneLife is well-placed to take on and value non-traditional assets as part of a life assurance contract, integrating them into the client’s global wealth solution no matter how diverse the portfolio. This has the benefit of giving our clients and their advisors a clear overview of their portfolio as a combination of both traditional and non-traditional asset classes.
Our dedicated team of Unquoted experts carefully analyses each asset within the portfolio to ensure it meets tax and regulatory requirements. A thorough understanding of cross-border jurisdictional matters is necessary to allow us to assess the risks of a broad range of assets.
This is in line with OneLife’s strategy to offer comprehensive, flexible and up to date wealth solutions for its partners and clients. OneLife’s expertise is backed by Luxembourg’s insurance regulation which not only allows a wide range of underlying investments in internal funds but also regularly updates and enriches the arsenal of unlisted related tools like Specialised Insurance Fund (SPIF), a self-management solution, as well as other structures. The regulator’s pragmatic approach offers interesting and flexible wealth planning opportunities to individuals with different tax jurisdictions by considering the potential benefits and risks.
Non-traditional assets were on the agenda of OneLife’s 10th Investment Forum held on 19th October in Brussels. This year’s anniversary event gathered together over 550 visitors, 40 fund houses … and included 38 working sessions on diverse themes.
Anthony Lorrain, OneLife Director Non-traditional Assets and Liana Aghabekyan, OneLife Financial Assets Analyst, held a panel presentation for an international audience giving insight into current topics such as, Why is Luxembourg Life Insurance particularly suitable for the non-listed world? How can non-traditional assets be integrated into life insurance contracts? Unlisted in regulated or non-regulated environments: risks associated with non-traditional assets.
OneLife is a member of the Luxembourg Private Equity & Venture Capital Association (#LPEA). With over 120 members, LPEA plays a leading role in the discussion and development of the investment framework and actively promotes the industry beyond the country’s borders.
To learn more, please contact Anthony Lorrain or Liana Aghabekyan.
