Swiss Life AG Zürich

Advanced Insurance-Based Wealth Planning for Global Investors

Swiss Life AG, headquartered in Zürich, stands at the forefront of sophisticated insurance solutions tailored for high-net-worth individuals (HNWIs), entrepreneurs, and globally mobile families. With a legacy dating back over 165 years, Swiss Life AG offers powerful tools for long-term wealth protection, succession planning, and international tax efficiency.

Through its dedicated private wealth unit, Swiss Life AG Zürich delivers advanced Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA) — structured with full compliance under UBIT, CRS, and FATCA regulations.

At a Glance

Company Name: Swiss Life AG
Headquarters: Zürich, Switzerland
Swiss Regulatory Body: FINMA (Swiss Financial Market Supervisory Authority)
Founded: 1857
Minimum Entry (for PPLI/PPVA): CHF 1 million
Primary Offerings:
- PPLI (Private Placement Life Insurance)
- PPVA (Private Placement Variable Annuities)
- UBIT-compliant policies for US taxpayers
- Unit-linked life insurance
- Custom solutions for family offices and corporate trustees
Client Base: HNWIs, cross-border professionals, international families, fiduciaries

Request a Private Introduction

Swssco offers discreet and verified introductions to Swiss Life AG’s private client division in Zürich. Our role is to ensure alignment between your goals, your advisory team, and Swiss Life’s regulated insurance solutions.

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Why Choose Swiss Life AG Zürich?

Swiss Life’s strength lies in combining Swiss regulatory integrity with tailored global solutions. For clients navigating cross-border wealth challenges, the Zürich-based team provides deep expertise in structuring flexible, tax-efficient insurance wrappers, compatible with global custodians and investment strategies.

Key Advantages:

Long-standing Swiss credibility
Focus on compliant, privacy-oriented planning
PPLI & PPVA options for US-connected and international clients
Structuring flexibility via trusts, foundations, holding companies

Compatible with advisory platforms in Switzerland, EU, Asia & US

Explore Tailored Insurance Structures

Swiss Life AG offers a modular platform that adapts to your needs:

PPLI – Private Placement Life Insurance

Tax-efficient life insurance that integrates seamlessly with discretionary managed portfolios and international trust structures.

Fully compliant with CRS and FATCA
Tax-deferral & succession planning benefits
Investment flexibility across approved custodians
Suitable for asset protection and estate equalization

PPVA – Private Placement Variable Annuities

Optimized for US persons seeking UBIT-compliant investment vehicles that combine tax-deferred growth with long-term planning benefits.

Supports compliant access to global investment strategies
Structurable through international life entities (via Swiss Life Global Solutions)
Works with international custodians and US-compliant platforms

Cross-Border Wealth Solutions from Zürich

Whether you are managing family wealth across multiple jurisdictions or planning retirement as a globally mobile professional, Swiss Life AG Zürich offers tailored support through:

Swiss life insurance wrappers aligned with civil and common law
Trust-compatible structures for multigenerational planning
UBIT-compliant annuity platforms for US taxpayers
Transparent reporting to tax authorities (CRS/FATCA ready)

Swiss Life’s network ensures continuity and tax transparency, critical in an era of heightened regulation.

Custodian & Investment Compatibility

Swiss Life’s open architecture model allows policies to be linked with assets held at leading banks and custodians:

Swiss Platforms: UBS, Credit Suisse, Pictet, Julius Baer
EU Custodians: BNP Paribas, Deutsche Bank
US Platforms: PPVA-compliant investment structures
Asian Banks: Singapore, Hong Kong, private banking solutions

Who is Swiss Life AG support

Swiss Life AG Zürich is ideal for clients with:

CHF 1M+ in investable assets
Exposure to multiple jurisdictions or US tax liabilities
The need to structure long-term, tax-efficient legacies
A desire to preserve privacy within legal compliance frameworks
Existing relationships with global asset managers or family offices

Typical Use Cases:

Cross-border estate planning
Confidential wealth transfer
Tax deferral & succession equalization
Structuring for regulatory compliance

Why We Recommend Swiss Life

We refer Swiss Life AG Zürich to clients who demand robust, fully compliant solutions for sophisticated wealth planning. Their experienced team combines Swiss prudence with modern structuring flexibility, making them a preferred choice for international families, fiduciaries, and private banks.

As regulatory landscapes evolve, Swiss Life’s focus on transparency, client safety, and cross-border expertise makes them an invaluable partner in long-term wealth preservation.

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