La Mondiale Europartner offer a range of wealth management solutions for the European cross border market.

Clients have access to all Luxembourg compliant funds as well as the La Mondiale £ and € Guaranteed funds.

The administration platform is multi currency and offers online access for reports and valuations.

 

In the United Kingdom, La Mondiale Europartner deal with respected Independant Financial Advisers able to offer their clients specialist cross-border financial advice.

 

Solutions include:

 

•   A suite of EU compatible Offshore Investment Bond solutions is available to UK nationals, both resident and non resident. All products are fully compliant with local regulations.

•  Particular expertise has been developed in providing investment solutions for:
  
  •       UK nationals planning a move to France or Spain
  • .     UK nationals resident in France or Spain
  •       Non UK nationals resident in the UK
•  A multi-currency group pension contract allowing an employer to easily establish a regular savings plan for employees located in multiple locations around the world.

Experience in developing wealth management solutions has been gained over several years and La Mondiale Europartner now operate in several EU countries including France, Italy, Portugal, Spain, Belgium and the United Kingdom.

 

 British citizens and UK residents, regardless of nationality, solution: Bond 4 European Mobility

 French residents solution: Life Mobility Evolution

 Spanish residents solution: European Mobility Offshore Bond series E

 

 

  

OUR TEAM: INTEGRATED AND OPEN TO INNOVATION

The La Mondiale Europartner team in Luxembourg has grown to more than 90 people. Dedicated teams, with experience of their respective markets, deal with the different countries and are able to offer compliant, proactive and multi-lingual support. With the team's specialist market knowledge, clients benefit form a powerful combination of cultural awareness and technical expertise.

Benefits include:

•  Luxembourg based for unrivalled policyholder protection and confidentiality
•  Multi-currency
•  Multi-lingual support team
•  Access to over 1000 funds (including Guaranteed Funds)
•  Clear competitive charging structures

 
By focussing on the cross-border aspects of wealth management, La Mondiale Europartner is one of the few companies able to offer bespoke unit-linked, multi-currency, multi-manager, multi-lingual - investment and pension solutions.

La Mondiale Europartner SA is authorised by the Commissariat aux Assurances.