Private Insurance

Uptovalue is an accredited manager with leading international private insurance groups including Lombard International Assurance, and Wealins. Private Insurance is a concept that integrates private banking and wealth management services with a sophisticated use of life insurance as a financial and estate planning tool that can provide protection and tax advantages to discerning investors. Designed to meet the evolving needs of upper-affluent and UHNW clients, our solutions are tailored to support their wealth planning needs, objectives and personal circumstances.