Private Wealth Portfolio: A Flexible Investment Approach
Private Wealth Portfolio is our market-leading proposition for high net worth clients in Italy. It provides a single premium, whole of life, unit-linked insurance policy. Clients can select from a complete range of investments including alternative and complex assets and can choose from a range of investment management styles.
Clients have choice and control over when and where to take a withdrawal, as well as maintaining control around the assets passing to future generations.
Key Features
Private Wealth Portfolio is designed for investors who are resident in Italy and who are looking for a solution which gives them security and control over their assets.
The policy is suitable for lump sum investments of at least €500,000, with the option for additional contributions. The client can select enhanced death benefit options and the policy offers flexibility around estate planning.
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