At a glance
Our Group is a pioneer in using life insurance as a wealth structuring solution.
Now, we are a leading, independent, global insurance-based wealth solutions provider with $67.4 bn of assets* under administration; more than double the assets of our closest peers.
With nearly 30 years experience and unrivaled specialized expertise, we are:
- Present in over 20 markets across Asia, Europe, Latin America and the United States.
- Globally connected by a network of 500+ employees across 3 continents.
- Headquartered by two Centers of Excellence in Philadelphia and Luxembourg.
- Experts at what we do, with 60+ technical experts in wealth structuring, tax law and non-traditional assets who provide multi-jurisdictional wealth planning solutions, rooted in deep local knowledge, in over 30 languages.
- Focused on innovation and see technology as a force multiplier.
- A leading voice in the industry and work hard to set the highest benchmark for market best practices.
- Experienced in helping clients navigate even the most challenging market conditions and ensure our clients have choices and flexibility, to give them greater control over their financial futures.