About this report
In an unpredictable global economy, increasingly mobile HNWIs require wealth and investment solutions that are comprehensive, yet simple to implement, that are compliant and proven, but also, highly flexible, portable and adaptable to their evolving lifestyles. At the same time, they need to safeguard their interests against both the certain and the unknown.
So how relevant is Wealth Assurance, also known as Unit-Linked or Private Placement life insurance, as a wealth structuring and planning tool, how is it perceived by wealth professionals across Europe, what underpins its appeal, and what are the challenges and opportunities for the industry?
Carried out in association with Accenture Luxembourg, this first of its kind report, summarized in 5 parts, paints a truly valuable picture of the motivations, challenges, and most importantly, the opportunities for the Wealth Assurance industry as it looks to adapt and evolve to the changing demographics, economic environment and to the ever more sophisticated wealth and succession planning needs of high net worth individuals (HNWIs) and their families.
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The number of questions the survey was composed of
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The number of languages the survey was translated into
The Wealth Assurance Survey was in the field between 15 September to 31 October 2020.
The report details findings from:
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Europe-based wealth professional participants
private bankers, independent wealth and financial advisers, insurance brokers, family officers, independent asset managers, and tax lawyers serving the needs of high net worth clients and families.
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Jurisdictions covered
Top 5 geographical locations by response volume: Luxembourg (21%), Switzerland (15.3%), France (14.2%), Italy (13.8%) and Germany (9.4%)
The Wealth Assurance Survey was in the field between 15 September to 31 October 2020.