Articles Insurance & private insurance

Insurance and the Next Gen: strategies to engage the new HNWIs

As Gen X, Y and Z inherit unprecedented wealth, the insurance industry faces a new challenge: adapting to clients who value personalisation, technology and privacy

Ireland, privileged hub for private insurance

Irish private insurance companies stand out for their flexibility, tax advantages and regulatory soundness. In an increasingly competitive environment, they emerge as strategic partners for wealth management professionals and discerning...

Private Insurance: an invaluable ally for top athletes

Due to their characteristics, cross-border private life insurance policies are an effective tool to protect the future of great athletes. Let's see why

Octium Group, transnational tools and expertise for wealthy clients

The (U)HNW clientele is increasingly characterised by an international dimension. Meeting its needs requires specific skills and solutions that can easily and confidently address and resolve multiple and complex asset dynamics over time...

Succession: Financial Education More Important Than Ever for High Net Worth Individuals

A high fortune is not synonymous of a better financial education. The lack of adequate financial knowledge and skills can reduce the wealth of HNW individuals, especially at times of inheritance procedures. Private Insurance, however,...

Life policies, not all companies are alike: how to evaluate them

When deciding to entrust one's savings to an insurance company, it is important to carefully evaluate its financial solidity. Octium Group’s experts explained us which indicators to pay attention to.

Transferring Wealth Abroad: The Advantages of Unit-Linked Insurance Policies

In an era where an increasing number of High Net Worth (HNW) individuals are opting for international emigration, wealth management plays a pivotal role in facilitating the seamless transfer of their assets. This article explores the...

Insurance Hub: The Evolution of the Insurance Sector Goes From Here

In an increasingly complex private insurance sector, it becomes even more important to rely on professionals with proven experience, capable of evolving to meet customer needs

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