Private Wealth Portfolio: A Flexible Investment Approach
Private Wealth Portfolio is our market-leading proposition for high net worth clients in Portugal. It provides a single premium, whole of life, unit-linked insurance policy. Private Wealth Portfolio permits investments in a wide range of assets and clients can select multiple investment strategies that allow for choosing different levels of income. Clients have choice and control over when and where to take a withdrawal.
Key Features
Private Wealth Portfolio is designed for investors who are resident in Portugal and who are looking for a solution which allows them to preserve, grow or transfer their capital.
The policy is suitable for lump sum investments of at least €500,000, with the option for additional contributions. The policy offers flexibility around estate planning.
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