Swiss group Helvetica acquires majority stake

Caser Asesores Financieros is founded

With the aim of attracting the best professionals in the financial industry with clients seeking personalised advice and comprehensive planning solutions.

Roll-out of Strategic Plan 2018-2022

It is based on three pillars: digital transformation, customer-centric approach within the company, and excellence in insurance distribution.

Strategic Plan 2015-2019

A new phase begins. Design of the 2015-2019 Strategic Plan. The new roadmap boosts distribution through professional brokerage and strengthens bancassurance, simultaneously placing a focus on the customer and digitalisation.

Fundación Caser is founded

Nowadays, the foundation focuses on fostering personal autonomy and promoting healthy living habits.

Health care services

It starts providing direct health care services after purchasing hospitals in the Canary Islands and Extremadura.

Company merger and acquisition of Caser Residencial

Merger of Caser companies and relocation to a new headquarters in Madrid. It also acquires Caser Residencial, a network of retirement homes.

New deals

French mutual insurers MMA and MAAF, known today as COVEA, enter Caser’s shareholding structure.

Specialisation in bancassurance

Caser distributes its products through banks, marking the start of the company’s specialisation in bancassurance.

Cajas de Ahorros

The then cajas de ahorros begin to take stakes in Caser.

Caser is founded

Initial steps as insurer of the Asociación Española de Agricultura.