International Private Wealth Portfolio: A Flexible Investment Approach
International Private Wealth Portfolio is our market-leading proposition for high-net-worth clients who are resident in Mexico. It provides a single premium, whole of life, unit-linked life insurance policy. Clients can select from a complete range of investments including alternative and complex assets, which will be managed by a professional discretionary asset manager or investment adviser.
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
International Private Wealth Portfolio is designed for investors who are resident in Mexico and who are looking for a foreign compliant solution which gives them security and control over their assets.
The policy is suitable for lump sum investments of at least US$600,000, with the option for additional contributions. The policy offers enhanced death benefit options and allows flexibility around tax and estate planning.
