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.

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

Investing 19.07.2021 Tommaso Operto

The Green Deal Race

With the Paris climate agreement, the majority of countries have committed themselves to limiting global warming to 1.5 degrees Celsius compared to pre-industrial levels. To achieve this goal, net greenhouse gas emissions would have to fall to zero by 2050. The challenges are considered immense. Can this environment also open up opportunities for investors?

Investing 01.07.2021 Dr. Matthias Ramser

Video Market Outlook 3rd Quarter

The global economy is picking up significantly and stock markets are at all-time highs. However, with the combination of ultra-expansionary monetary and fiscal policies and strong economic growth, inflationary pressures continue to rise.

Investing 23.06.2021 Stefan Huber

The green revolution

Melting ice, rising water levels, extreme heat, forest fires and exceptional weather conditions are all consequences of climate change. The political will to address these challenges in a sustainable manner has matured into a top priority in recent years. To boost the economy after the Corona pandemic, many countries have set up gigantic infrastructure programs.