LUXEMBOURG, 24 September 2018 – In the world of the High-Net-Worth Individual (HNWI), there are many things that can be complicated - wealth and succession planning, managing tax across multiple jurisdictions and navigating a cross-border lifestyle, to name a few. Combined with a low interest rate environment and slow economic growth, seeking investments that offer higher returns within a well-protected framework can be challenging.
Today, OneLife, the specialist Luxembourg life assurer, in partnership with Scorpio, launches its new insight on: #Success in #Investments - My Life. My Family. My Investment Plans. Taking an in-depth look into the world of non-traditional investments, OneLife considers that diversifying assets beyond purely traditional and alternative investment types is the key to an investor’s success. #Success in #Investments follows the fortunes of a number of families across the globe with different wealth management needs and demonstrates how non-traditional assets can benefit their personal investment plans. Whether it be Private Equity, Real Estate, Securitisation Vehicles or Holding Companies, the non-traditional arena allows the investor to minimise risk, invest for higher return and choose sectors which interest them the most - so that they can follow their passions and stay connected with the latest companies.
Investments are all undertaken within the framework of a unit-linked Luxembourg life assurance contract offering high levels of protection, flexible wealth planning and succession benefits and portability across borders no matter the jurisdiction where the globally mobile might live.
According to Antonio Corpas, CEO OneLife: "In today's world, usually High-Net-Worth Individuals lead international lifestyles and as such, diverse investment options are needed to manage and grow their international wealth. Investing in non-traditional assets opens new avenues for wealth creation by allowing investments in Private Equity, Real Estate and Securitisation, among others. OneLife’s own expertise in the area of Non-Traditional and Unquoted Investments makes a real difference when it comes to responding to the needs of the internationally wealthy".
Fouad Charrite, Manager of Non-Traditional Assets [ad interim] OneLife said: “These more specialised types of investments give access to multiple industry sectors which are often innovating in their fields, like Start-up and FinTech companies. The opportunity for investors to finance some of these fast-growing sectors, follow their passions and invest in opportunities across borders is an exciting prospect. Especially when combined with the peace of mind and security that a Luxembourg life assurance policy brings”.
OneLife exists to overturn conventional attitudes to life assurance. As a specialist in this area with over 25 years’ experience, we develop cross-border financial planning solutions for Ultra High Net Worth, High Net Worth, and High Affluent clients across Europe and beyond.
Whether it’s a question of long-term savings, inheritance planning, or simply understanding how to better manage your wealth, we are dedicated to providing sophisticated, compliant and innovative solutions that are crafted to suit each individual and their evolving needs.
Together with a solid network of select partners — including private banks, family offices and independent financial advisors — our dynamic team of international experts offer a fresh approach that helps understand and anticipate the needs of wealthy clients in a world of change.
With €5bn in assets under management, OneLife is owned by J.C. Flowers & Co — one of the leading investment firms in the international finance industry.
About Scorpio Partnership
Scorpio Partnership is a pioneer in the art of translating the complex needs of wealthy clients into practical, innovative and profitable solutions to target these customers. This award-winning firm has developed client insight from thousands of millionaires and billionaires around the world. With this knowledge, the firm has implemented strategic research, practical consulting and business innovation projects in over 35 countries.