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Lombard Review

Best For: Those looking specifically for a Luxembourg domiciled investment or with £2m + to invest.

Jurisdiction: Luxembourg

Available Investments: Individual Equities, Funds, ETF's, Cash

Lump Sum Investments

Cost: 6.9/10 - They are one of the more expensive options for Lump Sum Investments unless investing in excess of one million.
Service: 8.5/10 – Reasonable customer service generally and trading desk is very good.
Overall: 7.9/10 – Unless you have one million plus go elsewhere heavy restrictions on investment choice dominate until you have enough money for it to be worthwhile for them. Ratings improve significantly when investing in excess of one million.

 Main Positives: Very good for larger investment sizes.

Main Negatives: Mainly used by a specific advisory firm due to the directors prior working relationship with Lombard leading to biased advice being given to clients.

Company Overview:

Lombard International Assurance is based in Luxembourg, where it ranks as the leading life assurance company.With a branch in Milan as well as offices in Zurich,  Geneva, Lugano and Rome, they offer wealth management solutions to international high-net worth clients.

They offer our solutions in all major European markets, as well as in Asia and Latin America, supported by locally-based Marketing Consultants.  This geographic diversity ensures that they are not dependent on any one market and our business structure is well balanced.