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Private life insurance

Private life insurance

Private Life Insurance is a concept that combines the private banking and portfolio management services with the advantages of a life insurance policy. It is built together with the customer and is the optimal solution for the preservation of the family wealth and the optimisation of the succession.

Olympia has in place an agreement with the insurance broker First Advisory which allows the customers to access a platform with a comprehensive and selected offer in the private life insurance field.

Thanks to the wide range of renowned Insurance brands available Olympia’s clients can select among different proposal that who best suit their needs.

Private Life Insurance functioning
The policy envisages an underlying composed by an Internal Dedicated Fund, which allow to:

  • Select the Insurance Company most adequate
  • Identify the Independent Portfolio Manager
  • Define a personalised investment strategy
  • Have available a high level of control
  • Identify the custodian bank among a list of leading European financial institution
  • Plan and adjust over time the transfer of the assets
  • Potential fiscal advantages