In May, we hosted partner events examining how private market investments, including illiquid and unlisted assets, can be accessed through life insurance solutions, with a focus on practical application across jurisdictions.
The sessions explored how these assets can be structured, governed and managed within an insurance-based framework, how they integrate with the Utmost proposition and how they can be applied in real client scenarios. Drawing on insights from our technical and sales specialists, the content included market-specific case studies reflecting the complexities advisers are seeing in cross-border planning.
The recordings below may be useful for advisers seeking a clearer understanding of how private market exposure can be achieved through life insurance, and how these structures can be adapted to meet differing regulatory, tax and operational requirements across markets.
