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Transatlantic Wealth & Estate Planning: London
7 November 2024
Park Plaza WaterlooLondon, UK

Malcolm Dermit
Managing Director at International Wealth Protection
Speaker

Profile

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.

Agenda Sessions

  • A look at alternatives to trusts

    16:00

At this event