To maintain complete independence and autonomy, ELVIA SWISS INSURANCE always prefers to focus exclusively on insurance and, unlike its direct competitors, does not deal with financial management.
ELVIA SWISS INSURANCE
Precision, reliability and discretion are inherent to our Swiss identity.
Our team consists of professionals dedicated to individual markets and specializes in offering tailor-made solutions in areas such as wealth planning, asset protection and succession through the use of innovative life insurance products. Our natural partners include high net worth individuals (HNWI), private banks, Independent Financial Advisors (IFAs), family offices, tax consultants and legal advisors. We offer them our expertise in a qualified, independent and multidisciplinary fashion, supported by solid, international legal and fiscal experience.
Based in Lugano and operates under direct license in Switzerland, France and Monaco, we have strong connections to the principal European financial centres, a privileged situation which has allowed us to develop a compelling track record in the field of wealth planning. This has been achieved thanks to the unique partnerships we enjoy with leading insurance institutions that have chosen ELVIA SWISS INSURANCE in recognition of our professionalism and technical expertise.