Our key-values

Multidisciplinary approach to life assurance

Our multidisciplinary expertise enables us to easily identify solutions suited to the individual needs of many clients. We only offer or seek to underwrite our life assurance products if they bring significant gains to the parties concerned.

Transparency as a guarantee of trust

Private Insurer undertakes to use the methods needed to ensure maximum transparency. Therefore, investors using Private Insurer benefit from:

• clear contractual conditions,
• competitive pricing,
• no surrender fees whatsoever or any exit fees other than those linked to the sale of investment supports,
• permanent, secure on-line access enabling them to monitor the value of their investment.

An architecture open to investment supports

Private Insurer does not offer asset management services. The role of Private Insurer consists of enabling investors to hold assets within an efficient asset management structure. This approach leaves each client free to choose not only one or more managers to benefit from their skills, but also a variety of investment supports. The guiding principle is maximum flexibility with the assurance of returns matching the risk profile and the personal choices of the investor.

A partnership-based approach

The strategy of Private Insurer is based on a partnership with private banks, independent financial advisors, family offices, asset managers and other financial intermediaries.

The strategy of Private Insurer is based on a partnership with private banks, independent financial advisors, family offices, asset managers and other financial intermediaries.

Each country (or region) has its own culture, its own legal framework and its own language. Our expertise rests on an excellent understanding of the cultural, fiscal and legal reality of each country we operate in. This enables us to offer solutions specific to the country in question that are suited to the individual needs of each client.