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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingNyonHelvetia International SA
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Helvetia International SA

Summary

About the company

The core activity of Helvetia International SA is the provision of financial and insurance services, particularly in the areas of: real estate financing (also for non-residents), insurance (individual, corporate, international), retirement planning, tax optimization and declaration, investment advice and planning, estate planning, and services for expats and cross-border commuters. The company acts as an independent and impartial advisor, offering solutions through internal and external experts.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance brokerage and advisory
Insurance for individuals, businesses and international clients; advice on health, life, household contents, legal protection, car, accident and retirement solutions, as well as claims management.
Mortgage and real estate financing
Financing and refinancing of properties, including for non-residents; advice on purchase, construction and refinancing, tax optimisation, valuation and notarial services.
Retirement and pension planning
Planning of occupational and private retirement provision with Pillars 1, 2 and 3, portability, disability planning, cashflow planning, as well as advice for UN employees and expats.
Tax optimisation and tax return
Tax optimisation through retirement and real estate solutions, as well as tax returns for individuals and companies in Switzerland, France, the USA, the United Kingdom and Norway.
Investment advisory and planning
Investment advice via experienced partners, including an overview of solutions and risks, as well as referrals to authorised private bankers and independent wealth managers.
Estate and inheritance planning
Estate and inheritance planning with wills, marriage agreements, separation planning and structuring of assets via trusts and companies.
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Location

Avenue Reverdil 4
1260 Nyon

At a glance

Legal form
Corporation
UID
CHE-114.302.620
Founded
2008 · 18 years
Last commercial register change
September 7, 2022
Employees
1 to 10

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