Our protection offering

Our protection solutions provide insurance against unforeseen events, offering security for family members or the future of the business while benefiting from an advantageous tax framework.

Life protection: a must for wealth advisory services

Our protection solutions are ideally suited to the protection needs of French or international high net worth clients residing in France, Italy and Finland. They can address concerns over wealth protection and inheritance, for example. 

Through our individual, key person and partner insurance solutions, our wealth protection products provide capital in the event of death or disability. 

Solutions catering for every need

Fundamental services

A fully digitised process

Contracted clinics or partner laboratories to carry out medical examinations

Why protection?

When things are going well, no one likes to think about what could go wrong. 

Yet planning for unforeseen events is the best form of protection. More importantly, it is easier to arrange protection, under the best conditions, before an event occurs that could have significant repercussions for your clients’ business and/or private wealth planning. 

For individuals, it means securing the necessary replacement income so that, in the event of an accident, they can continue to support themselves, protect their family’s financial future or cover inheritance tax. Business owners, senior executives and the self-employed should be insured against any inability to work – or even death – having repercussions on them, their family members and the viability of the business. 

"Our aim is to become the leading player in protection solutions for our wealth management clients. Our offering represents a tailored response to the protection needs of those clients."

Frank Szwek

Head of Life Protection