Big Insurance Brokers

Precision, reliability and discretion are inherent to our Swiss identity.


Our team consists of professionals dedicated to individual markets and specializes in offering tailor-made solutions in areas such as wealth planning, asset protection and succession through the use of innovative life insurance products. Our natural partners include high net worth individuals (HNWI), private banks, Independent Financial Advisors (IFAs), family offices, tax consultants and legal advisors. We offer them our expertise in a qualified, independent and multidisciplinary fashion, supported by solid, international legal and fiscal experience.

Based in in Lugano and operates under direct license in Switzerland, France and Monaco, we have strong connections to the principal European financial centres, a privileged situation which has allowed us to develop a compelling track record in the field of wealth planning. This has been achieved thanks to the unique partnerships we enjoy with leading insurance institutions that have chosen Big Insurance Brokers in recognition of our professionalism and technical expertise.


Financial Development 75%
Strategic analysis 91%
Partnership 88%
How we work

Consulting, analysis and strategies.

Big Insurance Brokers offers its private banking clientele a range of independent and highly customised advisory services in order to enhance the distribution and management of the insurance portfolios. From the initial contact all the way to the signature of the contract, each step of the process is expertly managed, in order to give the client the perfect balance between his own demands and various insurance solutions available.
01

CLIENT INTEREST

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CLIENT INTEREST

Initial expression of interest in a life insurance policy

02

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

03

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

04

CONTRACT SUBSCRIPTION

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CONTRACT SUBSCRIPTION

Signature of the policy between client and broker

05

PREMIUM PAYMENT

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PREMIUM PAYMENT

The insurance company opens an account with the selected custodian

06

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

To maintain complete independence and autonomy, BIG Insurance Brokers always prefers to focus exclusively on insurance and, unlike its direct competitors, does not deal with financial management.

A direct presence on the main markets.

Network

Big Insurance Brokers operates in full compliance with the European Insurance Mediation Directive (IMD), which regulates placement, assistance, advice and, in general, all activity relating to a contract of insurance and subject to a risk situated in a European country.

In addition to the countries where we have direct presence (Switzerland, Monaco and France), we are active in the main European markets and we have a proven experience on Russian, Israeli, Turkish and various South American customers. Currently, we are the only broker specialized in the distribution of life insurance solutions with a real license and presence in the Principality of Monaco, Italy, France, New Caledonia and Switzerland, as well as an authorization of freedom of service in Europe. This is a real guarantee for our customers and partners of the quality of our services and the respect of the regulations in the jurisdictions where we operate.

Leveraging our operational reach, our team of more than ten people interacts day-to-day with our extensive network of legal and tax professionals. Big Insurance Brokers operates a flexible and dynamic structure which is able to provide solutions dedicated to high net worth individuals and their families around the world and to the private banking sector in general.

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Choose and Contact your Agent

Personalized information and advice throughout the world.
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Italy

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Switzerland

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France, Belgium
and Monaco

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United Kingdom

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Greece
and Middle East

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Spain
and LatAm

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