Retirement and pension planning

Retirement planning is and remains one of the core pillars of our life cycle. We would be happy to advise you throughout all stages of your life to help you preserve your wealth over generations.

Life cycle

Income maintenance

Age 30 to 40

The accumulation and protection of income lays the groundwork for your future path in life and allows you to take initial action in the field of pension provision. Let us help you take the first steps!

Asset accumulation

Age 40 to 50

Through our integral approach, we design the appropriate retirement provision structures, tailored to your overall asset situation. You benefit from tax optimisation, individual management retirement provision with no cross-subsidisation and flexible vested benefit accounts with individual investment options.

Pension planning

Age 50 to 65

Retirement and succession planning is tailored to your needs so you have a firm basis for taking decisions in later life.

Asset transfer

Age 65+

We support you in the early transfer of assets that you want optimised for tax purposes, regardless of whether you want to bequeath them, give them away, or put them in a foundation.

PLEASE DO NOT HESITATE TO CONTACT US FOR A CONSULTATION

Michael Wiedmer

Pension

+41 44 299 49 22

Marcel Roos

Pension

+41 41 249 80 25

News

Video Market Outlook 4th Quarter

In the past quarter, the stock markets moved sideways, with the economy losing momentum. The global growth engine China has started to sputter. As China stabilizes, we expect the global cyclical recovery to resume in the final quarter.

The magical square

Nowadays, financial investments are increasingly being examined from the perspective of sustainability. This raises new questions for investors. What is compatible with my core values or what effect do my investments have?

The 2021 german federal election and its consequences

On September 26, 2021, the time has come: Germany is due to hold its general election. The rollercoaster ride of the polls in recent weeks and months suggests that this year’s elections will be interesting.