The reliability of a large group

At Caser Asesores Financieros, experience, flexibility, transparency and solvency form the bedrock of our financial services and advice.

We belong to Caser’s Savings and Investment Solutions Department, the Caser Group’s division specialised in providing savings and investment solutions to individuals. This division manages more than €4,600 MM to deliver solutions to more than 800,000 clients. *

Since 2020 we have formed part of the Swiss group, Helvetia, one of the main insurance companies in Europe that manages more than €47,000 MM on behalf of over 7 million clients. * The Helvetia group has more than 160 years of experience and widespread operations in Europe.

* Figures on 31 December 2022.


If you are looking for comprehensive, customised financial advice, Caser Asesores Financieros is the best choice you could make.

Our experts in savings and investments will put forward the most suitable options for you and will guide you every step of the way so that you achieve your targets. We focus on delivering an efficient, independent service, designed for the modern world.