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CGP/CIF or Family Office partners: your unique needs are of paramount importance to us. Our investment expertise, together with our technological and custodian capabilities, guarantee you the very best in life insurance.
We are approved by the Commissariat aux Assurances (CAA) as a custodian for life insurance contracts, and work in partnership with leading providers and insurers. Our custodian fees are 0.06%.
Our professional tools enable you to best serve your customers' sophisticated needs: open architecture with over 1 million products, bundled operations, and centralised customer tracking. Your customers benefit from real-time access to their portfolio.
We support your independence with a comprehensive range of value-added services: Lombard credit, an international and multi-currency approach, and tailor-made support.
The Financial FX’s securities account, together with Luxembourg life insurance and our value-added services, gives you complete control over your investment operations, allowing you to best meet your clients’ expectations.
