Lombard Intermediation Services Opens Paris Representative Office
June 08, 2016
Lombard International, the global leader in wealth structuring solutions, today announces the opening of a representative office of Lombard Intermediation Services in Paris. The move serves to increase the firm’s proximity to its French domestic partner distribution network.
The representative office located in Paris is operated by Lombard Intermediation Services, a wholly owned distribution company of Lombard International Assurance based in Luxembourg. The office demonstrates Lombard International’s continued intent to deepen relationships with its partners (typically private banks, family offices, wealth planners) and showcase its expertise in the area of cross-border portability.
A team dedicated to the French market is in place in Paris, Luxembourg and Geneva. The Paris office is managed by Régis Gaston-Breton, Head of Domestic French Market, and Pierre-Alix Jean, Relationship Manager France who joined in March. Zulmiro Da Costa and Julien Martin-Rosset, both Senior Relationship Managers, are based in Luxembourg and Geneva respectively. Overall responsibility for the French market rests with Luca Bertacchi, Regional Director Central & Southern Europe, based in Luxembourg.
Régis Gaston-Breton previously worked as Sales Executive Director in Paris for UBS Asset Management (France), the asset management arm of UBS in Paris. With over 17 years specialising in the sector, Régis has extensive experience in the sales coverage of third party partners and internal wealth management channels.
Pierre-Alix Jean previously worked as Senior Sales Manager, covering Corporates and Institutional clients for HSBC Global Asset Management, KBL Richelieu Banque Privée and AXA Investment Managers. With more than 13 years’ experience, Pierre-Alix brings specialist knowledge in the provision of tailored investment solutions.
Axel Hörger, Chief Executive Officer Europe, commented: “We are very pleased to be opening a representative office in Paris to further consolidate our presence in the French market and to create stronger relationships with our key distribution partners. The Paris opening represents a strong opportunity for us in the wealth management space in France and supports our overall global expansion strategy”.
About Lombard International
Lombard International is a leading global life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 20 years’ experience and market leadership in their respective fields. Lombard International provides wealth structuring solutions using private placement life insurance and annuity products to high net worth individuals, their families and institutions around the globe.
The global group, branded as Lombard International, launched to market in September 2015. With head offices located in Luxembourg and Philadelphia, a combined global presence enables Lombard International to serve clients’ complex needs on a global basis while being sensitive to local cultures and attitudes. The firm is an industry leader in providing multi-jurisdictional wealth planning solutions through its partner networks across the United States, Europe and Latin America, issuing life insurance policies and annuities from the United States, Luxembourg, Guernsey and Bermuda.
Global assets under administration are in excess of USD 75 billion with a global staff number of over 500, including more than 60 technical experts specializing in 20+ jurisdictions.
Funds managed by Blackstone own Lombard International. Blackstone is one of the world’s leading investment firms with assets under management of over USD 330 billion.
For further information about Lombard International visit: www.lombardinternational.com
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