Tag: lioner

Lioner’s approach is built around a multi-disciplinary team of experts spanning trust services, law, wealth planning, accounting, and tax advisory, working collaboratively to deliver personalized service for its clientele.

The appointment is a key part of Lioner's strategy to enhance its unique integrated platform that combines insurance, trust, and family office advisory services for UHNW clients.

The move signals a significant step in the firm's ambitious growth strategy, aimed at capturing a larger share of the region's burgeoning high-net-worth (HNW) and ultra-high-net-worth (UHNW) client market.

The insurance and trust solutions provider also hired wealth planning veteran from HSBC in March.