Preserving Your Capital Are The Basis Of Our Success.
We empower wealth planning professionals to deliver tailored investment solutions that combine capital protection and enhanced returns,
leveraging custom-built vehicles dedicated to you and your investments.
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CH: +41 (0)22 552 88 68
FR: +33 (0)4 12 34 56 78
Our Vision
At Insurance Keepers, we designed our service to answer a key question:
How can investors control their risk exposure while investing in the targets of their choice?
Our service is a tailor-made capital protection service designed to support investors in their direct allocation strategies in private equity, private debt, real estate or risky alternative assets.
It is based on rigorous engineering, an independent Swiss legal infrastructure, and structured support from start to finish.
Our objective
To enable investors to remain free in their choices while securing their capital. Investors provide their own underlying assets and wish to retain control over their allocation.
Risks to be managed: Capital loss, failure of the underlying asset, illiquidity.
General Ask
The principle is based on three pillars:
1. A dedicated investment vehicle, created exclusively for your project and managed by you
2. A division into two envelopes: part allocated to your target + part for secure actuarial return
3. A decorrelation mechanism: protection does not depend on the underlying asset but on the structured arrangement
- A dedicated vehicle is set up exclusively for the investor.
- Capital is secured and allocated to a protected strategy.
- Additional leverage optimizes the investment capacity.
- Returns are structured to ensure full capital preservation.
Counterparty Risk: Exposure depends on the financial strength of the structured product issuer → We prioritize AAA-rated.
Interest Rate Risk: Actuarial balance relies on the net yield spread → We perform pre-deal simulations and apply conservative safety margins.
Investment Horizon: The model is designed for a long-term perspective, typically 6 to 10 years.
Underlying Asset Risk: Only the reconstituted capital is protected → Our objective is to secure full capital recovery through guaranteed structured products.
Our support always includes a clear and tailored simulation, with absolute transparency on all scenarios.
An ecosystem of top-tier institutions
Our Tailored Wealth Structuring Solution is built on a network of reputable, financially solid partners,
carefully selected for their ability to operate within a highly secure and institutional framework.
- Indosuez Wealth Management Luxembourg
Crédit Agricole Group – One of the world’s 15 largest banking groups
Role: Primary custodian bank and setup of Lombard credit lines - AG2R La Mondiale Partners
€100 billion in assets under management – European leader in provident solutions
Role: Secure custodian and guarantor for capital-protected solutions - Raiffeisen Switzerland
3rd largest banking group in the country – Over 200 member banks
Role: Stable banking partner within the Swiss environment - SwissLife
Over CHF 250 billion in assets under management
Role: Complementary insurance support and structured yield solutions - Big4 Companies
Independent audit – Global leaders in audit and consulting
Role: Independent external audit and SPV vehicle oversight
A Deliberately Auditable Architecture
We made the strategic choice to enforce an annual audit. This level of transparency ensures:
- Fully monitored and traceable vehicles
- Clear and third-party-certified documentation
- Long-term contractual and institutional trust
