The cooperation with Notenstein Private Bank will enable Helvetia Insurance to add an important element to its diverse portfolio in the area of the 2nd pillar, allowing it to appeal to new corporate customers and therefore further consolidate its position as one of the leading providers of occupational benefit schemes in Switzerland.
The new products include an individual benefit scheme solution for cadre employees of SMEs. Based on their personalpension plan and appetite for risk, they will be ableto choose from ten different Notenstein Private Bank investment profiles and therefore have a considerable influence on the definition of their investment and insurance solution. The assets will be managed by IndiCa collective foundation, which was set up by Helvetia Swiss Life Insurance Company Ltd specifically for this purpose.
Building on an existing partnerships
This cooperation with Notenstein Private Bank is a further extension of Helvetia Insurance’s proven, long-standing partnership with the Raiffeisen Group and will allow both companies to build on their existing solutions and collaborations in a new and promising market segment.
Philipp Gmür, CEO of Helvetia Switzerland, is convinced that the company’s new range of products will satisfy a growing demand amongst managerial employees in the area of occupational benefit schemes.
«It will provide us with more opportunities to offer customers tailor-made benefit plan and asset management solutions.
Adrian Künzi, CEO of Notenstein Private Bank, sees the cooperation as a further step on the road to becoming one of the top three private banks in Switzerland:
«On the one hand, thanks to the cooperation, our bank will gain access to Helvetia’s insurance and pension solutions all over Switzerland; on the other hand, we can bring our expertise in asset management to the table.
This media release is also available online at www.helvetia.com/media