Do you want to feel relaxed about your future?

No matter what phase of life you are in, your future begins today. That is why it makes sense to place the management of your assets in trustworthy hands and also optimise your pension and financial planning. We will advise you based on your current life situation, your needs and your goals. This approach will enable you to make the right financial decisions for your future.

Optimise your pension planning with us

If you start preparing for your retirement early on, you can continue to live the lifestyle you are accustomed to without any concerns. This is all the more important as life expectancy continues to rise. We will identify any gaps and show you how you can build up assets with our pension solutions. If you intend to reduce your working hours or retire early, our pension specialists will prepare a detailed analysis including various scenarios and will work with you to develop concrete solutions and a personalised action plan.

 

Pillar 3a
If you open a Savings 3 account, you will reduce your taxes thanks to the deductibility of your deposits. If you invest your pillar 3a in securities, you can also benefit from higher returns in the long term. You can choose from a range of investment strategies, including defensive and dynamic solutions as well as sustainable options that take into account environmental, social and corporate governance (ESG) business practices.

 

Pillar 2
A pillar 2 vested benefits custody account allows you to enjoy higher return opportunities over the long term. We will actively manage your pension portfolio in line with your investment strategy and the OPO 2 investment guidelines. You have a choice of five options. For assets of CHF 250,000 or more, we can provide you with a customised solution that takes your individual wishes into account. Investments can be matched to your private assets and transferred to them free of charge after withdrawal. Pillar 2 income is exempt from income and wealth tax.

Flexibility is a top priority for us: you can switch between strategies on a monthly basis for both pillar 3a and pillar 2 schemes. You also benefit from low administration costs.

show moreshow less




Would you like to receive personal advice?

back