La Mondiale Europartner (LME) has unveiled a
UK wealth management service offering a RDR-ready, highly tax
efficient and internationally-portable investment portfolios for
high and ultra-high net worth individuals.
Luxembourg-based LME is an international
division of French insurer AG2R La Mondiale.
It will provide these products and services in
partnership with wealth managers, private banks and other
Main features of the service include an
investment structure known as dedicated fund option, access to
LME’s €36bn ($45bn) multi-asset guaranteed capital funds for
investors seeking to preserve their wealth.
Alongside these services, the LME will offer
cross-border life assurance policy and tax-efficiency, and
LME’s chief executive Fabrice Sauvignon said:
“The investment freedoms, bespoke service, tax-efficiency and
cross-border portability of our portfolios offer a unique
combination of attractions to wealth managers, private banks and
other intermediaries with high net worth clients.”