Winterthur Life is part of the Winterthur Group, a leading Swiss insurance company. Winterthur Life offers pensions and investments for high net worth clients sold via Financial Advisers.
The products feature simple, transparent charging and offer access to a wide range of leading investment fund managers. Winterthur's Portfolio Balancer was launched in January 2004 and is now widely acknowledged as an important tool for Independent Financial Advisers (IFAs). The tool aids in the matching and rebalancing of clients' assets and risk profiles against investment goals. Since its launch, over 2,000 financial advisers have used it.
