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A leader in the private placement space, Axcelus Financial provides innovative and customized insurance based solutions to help high-net-worth and institutional clients grow and preserve their assets.
Formerly Lombard International US & Bermuda, the new Axcelus name and brand has been officially adopted as of Monday, January 22, 2024.
Axcelus Financial specializes in life insurance and annuity-based solutions that are tailored for each client. Our sole focus on the private placement market allows us to be nimble while offering personalized, direct support.
Axcelus Financial provides institutional asset managers and non-U.S. institutional investors with the opportunity to invest in select U.S. private markets strategies (such as private credit, real estate, infrastructure and natural resources) in a manner designed to mitigate the effects of US taxation.
Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) are flexible wealth planning tools used by family offices and high-net-worth individuals to achieve multiple objectives, including asset protection, and facilitating streamlined wealth transfer to charities and future generations.
Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), utilize PPVA to grow and hold their alternative investments, including U.S. private markets and hedge funds in ways designed to be tax-efficient.
Building on the foundation of three decades of private placement innovation for private clients and institutions, the Axcelus Financial team is a trusted market-leader providing value-added, purpose-driven, insurance-based investment solutions for high-net-worth and institutional investors.
Read our latest articles, POVs, case studies, and more to learn how insurance-based investment solutions can augment your clients’ investment portfolios, and offer the potential for improved after-tax, net investment performance.
