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

Pension 17.01.2023 Astrid Niederberger

Is your estate in order?

Taking the initiative and being proactive in life comes naturally to us. The same should apply to your estate. If you do not arrange matters, the law will handle your estate, leading to results that often do not correspond to your wishes as the testator.

Investing 22.12.2022 Dr. Matthias Ramser

Video Market Outlook 1st Quarter 2023

The year 2022 was characterized by high inflation, rising interest rates and thus weak stock and bond markets. Meanwhile, equity valuations are more favorable, bonds are again yielding positive returns, and inflation is falling.

General 01.12.2022 Remy Reichmuth

Market outlook 2023 – «Interregnum 2.0»

Recording of our “market outlook 2023”