Living Annuity Plan: Investment

The Annuity Fund is managed by the Investment Manager appointed by Nordben. This appointment is made after consultation with a client.

The Annuity Fund invests in bonds, equities, mutual funds, cash etc.

Investment guidelines are agreed in consultation with a client.

On our behalf, the Investment Manager arranges Annuity payments directly to a client’s bank account.

We work with the following Investment Managers and Custodians:

• Handelsbanken Asset Management (London, Stockholm, Luxembourg and  Zurich)
• Nordea SA    (Luxembourg)
• Danske Bank   (Luxembourg)
• Dexia Banque International  (Luxembourg)
• Credit Suisse   (Luxembourg)

We do work with other Investment Managers but would normally expect the custodianship to be carried out by one of the above.

The investment can be tailored to specified requirements.