Retirement Planning

From financial and tax-related questions to structuring your personal provision or the pension scheme solution of a company. We advise you beyond the obvious, plan your provision holistically, and support you both in the implementation and on your further journey.

Planning & Accompaniment

We offer you far-sighted advice that goes beyond conventional thinking. Our holistic retirement planning and implementation ensure that your needs are fully considered. We accompany you not only in implementing your pension fund strategies but also continuously on your journey through the different phases of your retirement planning.

to your personal advice

Executive Pension Fund

Split pension fund structures increase flexibility in withdrawals during retirement and reduce cross-subsidization. The flexibility in receiving benefits in old age is enhanced by split pension fund structures, and at the same time, cross-subsidization is reduced, allowing for a more efficient retirement provision.

to the Executive Pension Fund

Vested Benefits Account

Flexible placement for your pension fund assets. With risk insurance as needed and individual securities investments – tailored to your private wealth and transferable upon withdrawal in retirement.

to the Vested Benefits Account

Further Services

Wealth Management

Our mandates include a Switzerland-focused dividend strategy, a quality portfolio with global coverage, and a specialty portfolio.

find out more about our Wealth Management Services