Private wealth protection is a wealth planning concept which combines life insurance products, wealth management, fiscal advantages and estate management into a long-term financial planning tool.

The key advantages of Private wealth protection are:

  • Sophisticated use of life insurance products
  • Tailor-made investment solutions with complete freedom to invest in:
    • Mutual funds, Bonds and cash instruments
    • Listed equities & private company shares
    • Structured investments, investments with capital guarantee
    • Real estate
  • Wealth and asset management services
    • Maintaining existing financial relationships
      • Wealth management with existing asset managers
    • Tax planning solutions
    • Benefits in wealth, income, dividend and inheritance taxation
    • Inheritance and estate planning
    • Cost benefits as insurance companies enjoy benefits of scale

The information contained in these pages has been given for general informational purposes only and no person should make any financial or investment decision in reliance upon the information contained herein. These pages and the information contained herein do not constitute an offer to sell or the solicitation of an offer to offer financial services. Furthermore clients are always advised to seek for independent legal advice regarding their investments and local taxation.