Clients

Since 2004, LIO has worked with institutional clients to progress their Life Insurance, Pension, Reinsurance and Endowment businesses. LIO has worked with clients ranging from $60 million to $80 billion in assets.

Global Private Equity Firm

This leading Global Private Equity Firm, with over $65 billion in AuM, is expanding in Insurance and Pensions long-term liability businesses in Europe and the US. Paul haas advised the firm on their strategic acquisitions in European Insurance, Pensions and long-term liabilities, including all aspects of their intended asset management and ALM strategy.

European-focused Private Equity Firm

This leading European focused Private Equity Firm, with over Eur50 billion in capital raised, has invested in, restructured and sold several large strategic European insurance companies. Paul has advised them on several strategic acquisitions in European Insurance, Pensions and long-term liabilities, including all aspects of their intended asset management and ALM strategy.

Leading Bermudan Reinsurer: Life and Pensions

This Bermudan Reinsurer has over Eur15bn in AuM. Paul advised them on various aspects of their asset management and AUM strategy.

German Life Insurer

Paul advised this German Life Insurance group (Eur15 billion AuM) on their Asset, ALM and management strategy.

Italian Life Insurance Consolidator

Paul advised an Italian Life Insurance consolidator (Eur17 billion AuM) on setting up their Asset, ALM and management strategy.

Oxford University

Paul advised an institution within Oxford University on their Pensions ALM.