Introducing Axcelus Financial

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

Formerly Lombard International US & Bermuda, the new Axcelus name and brand has been officially adopted as of Monday, January 22, 2024.


Enhancing Future Value

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Individuals & Families

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 with access to cutting-edge structures that offer the opportunity of improved efficiency to domestic and non-U.S. institutional investors investing in select U.S. private markets strategies (such as private credit, real estate, infrastructure and natural resources) while improving tax efficiency.

What is PPLI and PPVA?

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 tax-efficient investing, and facilitating streamlined wealth transfer to future generations.

Investment managers and fund sponsors, and their institutional investor base (domestic and non-U.S.), take advantage of PPVA to create a tax-efficient means for holding alternative investments, including U.S. private markets and hedge funds.

If structured and administered appropriately, the use of insurance-based solutions can offer tax efficiency on investment gains and income accumulated.

About Us

Get to Know Our Team

Building on three decades of private placement innovation for clients and institutions, the Axcelus team is a trusted market leader providing high-quality, purpose-driven, insurance-based investment solutions for high-net-worth investors and institutions.


Education and Thought Leadership

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.

Contact Us

Contact Form - Homepage

Contact Us

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