In 2017, Malcolm founded the European branch of International Wealth Protection in Zurich. With an extensive international banking and wealth planning background, Malcolm provides expert guidance to clients worldwide, helping them navigate complex financial planning challenges. A Law graduate from the London School of Economics, Malcolm began his career with Lloyds Bank Group, where he held various roles across Brazil, Portugal, the UK, Nigeria, the USA, Switzerland, and globally as an International Inspector.
While serving as Regional Director at Lloyds International Private Banking in Geneva, Malcolm recognized the critical importance of strategic wealth planning and structuring for his clients. This realization led him to join International Planning Group in 2003, where he specialized in using life insurance to create tailored strategies for clients in Latin America and the Middle East.
An early advocate of Private Placement Life Insurance (PPLI), Malcolm gained significant experience at two leading PPLI companies and has successfully implemented numerous PPLI policies for ultra-high-net-worth international families, including several exceeding $250 million, particularly for clients with ties to the USA.
Fluent in five languages, Malcolm continues to provide bespoke solutions that address the unique needs of his global clientele.
- University of Edinburgh
- London School of Economics
- Private Placement Life Insurance and Solutions for clients linked to the USA
- English
- Spanish
- Portuguese
- French
- German
- University of Edinburgh
- London School of Economics
- Private Placement Life Insurance and Solutions for clients linked to the USA
- English
- Spanish
- Portuguese
- French
- German
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As an advisor, brokerage firm, or agent, partnering with International Wealth Protection empowers you to provide your international clients with unparalleled annuity. Our
comprehensive platform of international annuities ensures you can meet your clients’ highest standards of financial security and growth.
Contact us today for published annuity rates, learn more about our offerings and how we can support your success in the global market.