financial planning solutions

.Private Life Insurance

Innovative financial planning solutions dedicated to high net worth individuals and families.

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personalized solutions

.Tailor Made

Solutions that meet the client’s estate planning and asset protection needs.

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network

.Active in the major markets

A network of skilled, flexible and trusted professionals, we are present day-to-day in the major European and Latin American markets.

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ELVIA SWISS INSURANCE

Solids. Competent. International.
  • + Clients resident in more than

    22 countries

  • Countries with direct presence
  • Md € premiums advised more than

    40 companies

For 15 years, ELVIA SWISS INSURANCE has been a benchmark for Private Insurance in Europe, Latin America and the Middle East. Precision, reliability and discretion are inherent to our Swiss identity.

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Our clients

To whom we address?

ELVIA SWISS INSURANCE aims at institutionalized structures as a trusted strategic partner.
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Institutional clients

Operators in the Private Banking sector, financial consultants and family offices looking for investment solutions differentiated by risk profile to offer their most sophisticated customers, to which can be added the possibility of benefiting from a correct tax and inheritance planning, can find an innovative and extremely flexible product in Private Life Insurance.

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Private customers

The Private Life Insurance meets the needs of protection of personal values; guarantees a degree of customization and constant cost control that the normal solutions offered by Private Banking and traditional life insurance are not able to offer.

Our services

What we do for you

We operate all over the world to guarantee solutions and assistance always on time.
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For every risk

custom covers

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Customized policies

for all customers

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Trasversal offer

for 360 ° protection

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Private Life

assured discretion

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Worldwide

a dedicated agent

Active in the major markets

ELVIA SWISS INSURANCE was initially founded to meet the needs of its Italian clientele and benefits from a close partnership with one of the leading local experts in the field of life insurance products.

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ELVIA SWISS INSURANCE was born and developed to meet the needs of Swiss customers and uses the partnership of one of the leading local experts in the field of life insurance products.

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Take advantage of the great potential of a network that spreads to the main international markets: the BIG team of professionals has the necessary background to meet the planning needs of our customers, wherever they are.

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Working in partnership with ELVIA SWISS INSURANCE is very advantageous for High Net Worth individuals residing in the United Kingdom: we are in fact able to offer a range of insurance products that allow us to bypass the possible obligation to pay the RBC and avoid the checks by part of the HMRC.

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ELVIA SWISS INSURANCE is able to offer insurance instruments dedicated to High Net Worth individuals looking for forms of investment and asset protection. Particularly advantageous solutions for Greek customers.

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Life insurance is the best tax-efficient option for Spanish High Net Worth individuals. Thanks to the policy it is also possible to use special investments such as Hedge and Private Equity, which are discouraged by Spanish legislation.

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Consulting, analysis and strategies.

How we work

ELVIA SWISS INSURANCE offers its private banking clients a range of independent and highly customised advisory services in order to enhance the distribution and management of the insurance portfolios.

CUSTOMER INTEREST

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CUSTOMER INTEREST

Customer's interest in signing a Private Life Insurance policy

CONTACT WITH THE BROKER

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CONTACT WITH THE BROKER

The contact to the broker is the cornerstone of the negotiation process with respect to a life insurance policy

MEETING BETWEEN THE CLIENT AND THE BROKER

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MEETING BETWEEN THE CLIENT AND THE BROKER

The meeting between the client and broker is key to selecting the insurer that best meets the client's expectations

CONTRACT SUBSCRIPTION

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CONTRACT SUBSCRIPTION

Signature of the policy between client and broker

PREMIUM PAYMENT

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PREMIUM PAYMENT

The insurance company opens an account with the selected custodian

MANAGEMENT OF THE POLICY

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MANAGEMENT OF THE POLICY

Management of the policy by the selected company, in line with the risk profile chosen by the client

Contact Us

We are a network of trusted
professionals, skills and flexible.

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Contact

Fill out the form: you will be contacted by one of our agents.