Octium Group’s growth strategy: set up of Octium International Insurance Agency and three new joiners
We are delighted to inform you about some exciting news within the Octium Group. A key element of our Group’s growth strategy is to develop new European and International Markets, alongside the need to ensure professional support to our Clients and Business Partners.
Therefore, we have developed a forward-looking solution to efficiently meet the market needs, while operating in an increasingly regulated and competitive environment. We have set up Octium International Insurance Agent, based in Liechtenstein, which will operate as Octium Life’s Tied Agent through a Sales force of professionals with vast experience in insurance and financial services and a comprehensive background in international solutions for UHNWI.
We are confident that Octium International Insurance Agent can add value to the relationships established over the last few years with our Business Partners, such as Banks, Asset Managers and Brokers, by fostering the consolidation of synergies while positioning our Group as one of the most innovative solution providers to meet our clients’ needs.
Octium International Insurance Agent’s team, of which you can find a short introduction below, will be soon reaching out to you to establish the best way in which we can work together going forward in a mutually beneficial manner.
Fabrizio Palumbo, with almost 20 years’ experience specialising in Life Insurance Business and Wealth and Tax Planning for UHNWI clients. Graduating in Business & Economics, he started his career in the market analysis department for private clients at Banca Commerciale Italiana (Banca Intesa) and then as Team Manager in the Wealth planning department at UBI Banca – Private Investment. Fully qualified and registered with R.U.I.- IVASS (Italian Insurance Supervisory Authority), he pursued his career as insurance broker, providing advice and distributing insurance products for HNWI / UHNWI clients. Recently he has acted as Sales Director at Valorlife AG and at Swiss Life Global Solutions. He now joins Octium Group as Country Manager Italy.
Federica Scalva, with almost 15 years’ experience in the insurance and banking industry, Federica started her career at Credit Suisse Life & Pensions where she was responsible for the development of life insurance solutions for the Italian Market. Moving to the Wealth Management division of Credit Suisse, Federica gained experience on Regulatory and Tax Projects. In 2015 she joined Swiss Re as senior product development manager for the Spanish Market and worked on the development of a suite of digital protection products. Lately, Federica was responsible for building and managing new and existing business relationships with Partners at Swiss Life Global Solutions. She now joins Octium Group as Partners and Marketing Manager. Federica holds a master’s degree in Law from the University of Bologna and a research fellowship at the Institute of Criminology, University of Zurich, awarded by the Italian Ministry of Foreign Affairs.
Cinzia Chopard has over 10 years’ experience in the Financial Services Industry. She worked for 7 years in Private Banking in Switzerland before moving to UK and entering the Asset Management sector. She covered client facing roles, working as a Relationship Manager overseeing HNW/UHNW Private Clients. In 2016, Cinzia moved back to Switzerland and joined the Life Insurance Industry, as a Sales Director on the Private Wealth (HNWI) business area. She now joins Octium Group as Sales director for UK and International Solutions. Cinzia graduated in Economics and Management at HEC Lausanne in 2008 and qualified as Certified International Wealth Manager (CIWM®) in 2013.