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TBC 2022
Atlantic Daylight Time (ADT, GMT-3)

Thomas Wiese
Senior Managing Director - Institutional Solutions at Lombard International


Tom is a Senior Managing Director and Head of the Institutional Solutions Business at Lombard International. He is responsible for expanding the domestic and international markets for institutional products providing innovative solutions that combine insurance and investments to address the needs of a global audience of high net worth individuals and institutional investors. Lombard International, through its subsidiaries, has over $85 billion in separate account assets under administration.

Tom has over 25 years of extensive experience in the insurance, asset management and financial services industries. Prior to joining Lombard in 2015, Tom was a Managing Director and Client Executive at BNY Mellon responsible for the overall client management and strategic business development for a number of the bank’s largest global insurance company clients. His previous experience also includes positions as the EVP for Business Development in Hartford Life’s Institutional Solutions Group, COO for Marsh’s Benefits Business, CAO for Nationwide’s Asset Management subsidiary Gartmore Global Investments and VP of Operations and Systems at Prudential Investments. Tom started his career in financial services working as an Originator for Merrill Lynch Capital Markets followed by several business development and management roles at the Bankers Trust Company.

Tom holds a B.S. in Mechanical Engineering from Lehigh University and an M.B.A. from the Wharton School at the University of Pennsylvania. He is a Series 7 and 66 Registered Representative, a Series 24 Registered Principal and is Life Insurance Licensed.

Agenda Sessions

  • Investment structuring including family funds; LLC/FICs; partnerships


Speakers at this event