A highly recognized leader in servicing the insurance needs of Latin America’s most affluent, International Wealth Protection announced the expansion of their unique offering as they establish presence in Zurich, Switzerland.
Leading the Zurich based office, as shareholder and Managing Director of International Wealth Protection Switzerland AG, is Malcolm Dermit, a highly respected veteran within the banking and insurance industry. Dermit contributes over 40 years of experience servicing the high net worth segment at a global scale to the brand. As a resident of Switzerland and Spain, and fluent in over five languages, he will continue to service clients in the Latin American region with a connection to Switzerland and expanding the services to the European region.
“While most high net worth clients around the world are facing unforeseen taxation issues, European clients are subject to a heavy inheritance tax burden and are not aware of simple and straightforward solutions that can mitigate the issue. International Wealth Protection Switzerland is qualified and positioned to offer them alternatives via insurance that can minimize the impact of taxation on their estate. Our wealth protection and transfer strategies are reinforced by offshore and U.S. based highly rated, competitively priced insurance products designed to meet the tax related needs of our European clients. After many years of serving my worldwide clientele with life insurance structures, I am delighted to partner with International Wealth Protection and have the opportunity to bring this unique offering to Switzerland,” said Dermit.
“Establishing a footprint in Zurich is a result of the high demand from Swiss based referral resources that seek out our unique concierge style offering, jumbo case placement and ample product platform, all which differentiate us from the competition. I am honored to make this vision a reality with my longstanding and esteemed colleague, Malcolm Dermit and his exceptional team which grants International Wealth Protection outreach beyond Latin America and unparalleled success in the international insurance marketplace. As the established and well regarded International Wealth Protection brand crosses the Atlantic into Switzerland, the global high net worth client segment will finally benefit from unparalleled service standards and objective advice. Trusted advisors should consider partnering with International Wealth Protection as they guide their clientele through today’s challenging tax and regulatory landscape,” concluded Mary Oliva, founder of International Wealth Protection.
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