Introducing Axcelus Financial

Formerly Lombard International US & Bermuda, the new Axcelus Financial name and brand was officially adopted in early 2024. This change follows the acquisition of Lombard International’s US & Bermuda business by BroadRiver Asset Management, L.P., completed in 2023, and marks an evolution in our company’s strategic direction and growth ambitions.

As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients’ unique needs and challenges, and we are committed to meeting them with the highest levels of service.

A New Brand for a New Chapter of Growth

We have adopted the new Axcelus Financial name and brand to better reflect our strengths and vision for the future, underpinned by our core values and commitment to delivering outstanding service to sophisticated investors. As part of our growth strategy, we plan to enhance our personalized service, deepen collaborative and flexible partnerships, and invest in our team, technology and operations.

“This rebranding marks the beginning of an exciting chapter for us, and we look forward to building on our legacy while exploring new opportunities and delivering unparalleled value and service excellence to our clients and partners.”
– Michael Farrell, CEO at Axcelus Financial

The Axcelus Financial team remains committed to meeting the needs of our policyholders and business partners.

Our Values

Innovative & Nimble:

We are challengers of the status quo.

Service-Oriented:

We put client needs and priorities first.

Value Creator:

We prioritize long-term value.

Purpose-Driven:

We are committed to serving our clients, partners, employees, and communities.

Trusted:

Honesty and integrity drive every interaction.

Intellectually Rigorous:

We are always innovating new insurance-based solutions to deliver better outcomes.

Our impact quantified

30

years

of thought leadership and pioneering insurance-based solutions.

4th

largest provider

of Variable Universal Life Insurance in the U.S.

source: LIMRA

A-

(Excellent)

rating by AM Best

As of December 14, 2023

Trust Icon

A trusted partner for major U.S. and global investment managers, financial institutions, banks, universities, pension funds, and family advisors.

$13B

assets under
administration (AUA)

As of December 31, 2023

BroadRiver Financial Logo

A BroadRiver Asset Management Portfolio Company

Board Members

Hon. Thomas B. Considine

Chairman

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Tanya Holcomb, Esq.

General Counsel & Corporate Secretary to BAYADA Home Health Care, Inc.

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Cynthia Meyn

Independent Director

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Andrew Plevin

Co-CEO and Chief Investment Officer, BroadRiver Asset Management, L.P.

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Philip Siller

Co-CEO and Executive Chair, BroadRiver Asset Management, L.P.

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Leadership Team

*board member

Michael Farrell*

Chief Executive Officer

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Chuck Nachman*

President, U.S. & Chief Operating Officer

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Satish Bhat

Chief Information Officer & Head of Client Experience

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John Fischer

Executive Vice President, Head of Distribution

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Scott Hedgepeth

Chief Financial Officer & Chief Actuary

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Virginia Klein

Executive Vice President, Head of Investments

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Jessica Lloyd

Senior Director of Human Resources

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John Reilly

Executive Vice President, General Counsel & Secretary

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Michelle Ross

Executive Vice President & Chief Compliance Officer

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Nancy Williams

Vice President, Head of Internal Audit

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Jaclyn Green

Director of Marketing & Communications

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Careers

Work with Axcelus Financial

Contact Us

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