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A leader in the private placement space, Axcelus Financial provides innovative and customized insurance based solutions to help high-net-worth and institutional clients grow and preserve their
assets.
Formerly Lombard International US & Bermuda, the new Axcelus name and brand has been officially adopted as of Monday, January 22, 2024.
Axcelus Financial provides institutional asset managers with access to cutting-edge structures that offer the opportunity of improved efficiency to domestic and non-U.S. institutional investors investing in select U.S. private markets strategies (such as private credit, real estate, infrastructure and natural resources) while improving tax efficiency.
Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are flexible wealth planning tools used by family offices and high-net-worth individuals to achieve multiple objectives, including tax-efficient investing, and facilitating streamlined wealth transfer to future generations.
Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), take advantage of PPVA to create a tax-efficient means for holding alternative investments, including U.S. private markets and hedge funds.
If structured and administered appropriately, the use of insurance-based solutions can offer tax efficiency on investment gains and income accumulated.
Read our latest articles, POVs, case studies, and more to learn how insurance-based investment solutions can augment your clients’ investment portfolios, and offer the potential for improved after-tax, net investment performance.
