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Norway – Private Wealth Portfolio

Generali PanEurope can provide you with a market leading solution to achieve your wealth management objectives. We offer a flexible contract, confidentiality and the freedom to choose your investment strategy.

PWP Norway

A flexible investment approach

Private Wealth Portfolio is a single premium, whole of life unit-linked insurance policy. It is specifically designed for investors who are resident in Norway, and who have sophisticated and complex wealth management requirements. It offers you an exceptional combination of investment choice and tax advantages, and its unique features will adapt to your evolving investment needs.

The policy is designed for lump sum investments of at least NOK 4,000,000. Additional contributions can be made at any time. You can also pay your premium by transferring an existing portfolio of your assets to Generali PanEurope, subject to our approval.

You can structure your policy as either a Capital Insurance Policy or as a Life Annuity. Both structures offer you flexibility, so you can choose the one that works best for you.

Effective management of your tax liabilities is essential to optimising wealth management. Private Wealth Portfolio is designed to help you minimise your tax obligations while remaining fully compliant with Norwegian legislation.

Investment diversity

Generali PanEurope has carefully designed a solution that permits discretionary asset managers, appointed by us, to manage a wide range of assets within their portfolios. Our Private Wealth Portfolio product gives an appointed asset manager the ability and discretion to manage a truly multi-asset policy on your behalf.

Generali PanEurope works with many asset managers who offer different investment strategies that we have approved. At the outset, you will select one or more of these investment strategies in line with your existing investment conditions, requirements and your attitude to risk.

The asset manager then manages your Private Wealth Portfolio within these parameters. If your objectives change over the lifetime of the policy, you may adapt your investment strategy to reflect this.

As we are located in Ireland, your policy will have access to a wide range of permissible assets including equities, bonds, currencies, UCITS and other types of investment funds. This investment flexibility allows the asset manager to achieve a bespoke wealth preservation strategy, coupled with the benefits of confidentiality, asset protection, tax-optimisation and wealth transmission planning.

For details of other benefits that Private Wealth Portfolio can offer you, click on Key Features.

The value of your policy is linked to the value of the underlying assets and is exposed to market fluctuations. As a consequence, the value of your policy may fall as well as rise.

PRIVATE WEALTH PORTFOLIO – NORWAY

Key Features

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https://generalipaneurope.ie/wealth-protection/norway/product-overview/