Innovative management retirement provision

Our management retirement provision offers a flexible pension plan that enables our clients to set up a company pension scheme. This can be tailored to meet the needs of the company and its employees.

Private banking for your pension fund

Our innovative management pension solution offers you tangible and quantifiable benefits.

Separation into basic and management pension fund. The splitting of the two vehicles allows for customisation and diversification of investments.
No cross-subsidisation in the management pension fund. In the event of death, the pension assets are disbursed to the heirs in full.
You can benefit from significant tax optimisation both at the private and the corporate level.
Pension plan optimisation in the management pension fund creates greater purchase potential even if your salary stays the same.

Facts at a glance

No minimum investment
Needs-based choice of strategy
Realisation via funds, ETFs and individual stocks
Company-specific risk benefits
Salary components from CHF 86,040, or from CHF 129,060, depending on specific solution

Our solutions

PensFlex

PensFlex, our innovative management pension solution, offers you tangible and quantifiable benefits.

Purchases can be deducted from taxable income in full.
On departure from the foundation, for instance on retirement, securities can be transferred to your private assets without necessitating a sale.
The splitting allows for a more efficient and tax-optimised staggering of withdrawals.

PensUnit

Our innovative PensUnit solution offers you advantages in a range of areas.

Co-determination of the investment strategy
No cross-subsidisation
Tax relief for the company
Private tax optimisation
Formation of deductible collective fluctuation reserves

Please do not hesitate to contact us for a consultation

Marco Danelli

Head of Pension

+41 41 249 49 68

«We are among the pioneers of customised pension solutions in Switzerland.»

Jürg Staub

partner with unlimited liability

News

STIFTENS-WERT 29.05.2026 Nicole Brast

The Foundation Board – The Heart of a Successful Foundation

The foundation board is the central governing body, responsible for the strategic direction and the fulfillment of the foundation’s purpose – encompassing everything from organisation to finance.

Investing 28.05.2026

Global Economy: Investment Boom Is Reshaping the Economic Cycle

Despite geopolitical tensions, higher interest rates, and persistent uncertainty, the global economy continues to demonstrate resilience. Leading indicators such as purchasing managers’ indices, alongside stable consumer spending and labor market data, suggest that the global economy is likely to continue expanding in the short term. Above all, we are observing a structural shift in the drivers of growth. Expansionary fiscal programs and elevated corporate investment are supporting economic momentum across many regions of the world.

General 29.04.2026 Christof Reichmuth

Shock ’n‘Roll

Economic developments are currently being shaped by two opposing forces. On the demand side, investments in infrastructure, defence, and AI data centres are driving momentum. On the supply side, demographic change, deglobalization, and the energy price shock are acting as constraints. This combination is inflationary — while the growth outlook remains uncertain.