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Company OVB

“My goals and wishes are tangible – thanks to OVB.”

OVB stands for long-term and individual financial advisory

When it comes to finance, most consumers are quickly overwhelmed. That's why the need for consulting in terms of finances in our society is growing. In times of demographic change and increasing poverty among the elderly, it is more important than ever to promptly deal with one’s own private pension plan and to provide for financial risks. This is exactly where OVB comes in: With years of expertise, financial advisors are there to support their clients and thus have a valuable social function.

4.99 Million
clients

6,653
financial advisors

17
operating subsidiaries in Europe

>100
high performance product partners

Two women sit at a table in front of a laptop and look at documents together.

“The best advisory is based on trust and competence”

At OVB, dedicated and highly qualified financial advisors consult with commitment and know exactly what they are doing. Each cross-thematic advisory takes place in three stages, and that on a systematic basis. This is how clients and financial advisors – simply and transparently – find the solution together that suits best. The financial products recommended are carefully selected and meet high quality standards. OVB works together with reputable companies in the industry.

What does ‘systematic’ mean at OVB?

An analysis meeting gives advisors an opportunity to take the time to get to know their clients’ personal and financial circumstances, including existing insurance cover, financial circumstances, goals and plans for the future.

Working on the basis of this information, the advisors explain suitable financial solutions that are tailored to each client’s specific situation and goals. This process takes into account products from partners that are verified by OVB’s selection process.

OVB takes a long-term approach to advisory services and offers regular service meetings in which advisor and client can review financial decisions and existing solutions and, where necessary, adapt them to changing circumstances or new goals.

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Strong partners with your protection in mind

There is a wide range of financial products available in Europe. To make the selection process easier, OVB considers products from selected partners that are assessed according to defined criteria as part of its Premium Select Strategy.

What this means for you:

You receive an overview of solutions that may be suited to your personal circumstances and the prevailing market conditions. This makes the range of products easier to understand and simplifies the process of finding the right cover.
 

[Translate to English:] Geschäftsmann und Geschäftsfrau mit Tablet im Gespräch

Thinking and acting with a business-focused mindset

Dedicated advisors, carefully selected financial products and more than 55 years of experience in the industry are the hallmarks of OVB’s business model.

OVB has been monitoring developments in the financial services sector and tailoring its range of services to its clients’ needs for more than five decades. This includes taking into account any changes in the situation on the market, as well as new requirements for advice and service.

On this basis, OVB is constantly refining its processes and services to ensure that it can respond to changing circumstances. The business model is also applied in various European markets and adapted to conditions in those countries.

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