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What types of banking insurance do we provide?
We know that proper insurance planning in wealth management is about more than just shielding yourself and essential assets from the financial impact of unforeseen events – it’s about giving you the support and assurance you need to confidently plan for the future.
But there’s also no one-size-fits-all approach to insurance, which is why we provide a range of carefully selected insurance options to suit the different needs of our clients:
Tailored life insurance solutions
Life insurance with global coverage is an important tool for protecting and preserving your wealth. Our team will work closely with you to design a life insurance plan that’s tailored to meet your specific needs, providing you with the peace of mind you need to complete your succession planning – no matter the complexity of your portfolio.
Alternatively, you may simply wish to include term life, permanent life cover, long-term care, wealth transfer planning, or executive benefits cover into your insurance wealth management plan; whatever cover you need to protect yourself and those closest to you.
Because we're not limited to in-house insurance products, we can tailor each solution to meet your objectives.
Special interests’ insurance
From personal hobbies to dedicated family past-times, we offer a range of policies designed to cover all aspects of your downtime:
- Aviation
- Yachts and watercraft
- Classic automobiles
- Fine art collecting
Property safeguarding insurance
Private property insurance is a must for anyone looking to protect both their home and possessions against theft and accidental damage. Our property insurance options cover:
- Homeowners
- Valuable articles
- Condominiums and cooperatives
- Automobiles
Environmental protection insurance
No matter where your investments are located, our insurance wealth management solutions can help protect your assets against environmental risks:
- Floods
- High winds
- Earthquakes
- Umbrella/excess liability
Business and family insurance
It’s also important to provide cover for your business and family, which is why we can provide cover for any of the following:
- Directors and officers
- Family office wealth management
Insurance to guard against the unthinkable
While extremely unlikely, should you wish to protect your loved ones from the unthinkable happening, then our banking insurance options can accommodate this:
- Kidnap and ransom
- Extortion
The importance of insurance planning in wealth management
At the end of the day, ensuring you have the right banking insurance in place is essential.
Not only will it provide you and your family with an essential financial shield and income replacement service should you require it, but by mitigating the risks that come with higher levels of wealth ownership, you’ll have the advice and confidence you need to diversify your portfolio and draw from additional tax benefits – all of which can help you to get more from your money in the long term.