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.

Smart estate planning

Age 50+

Planning our estate is something we all need to address. We can assist you produce a tailor-made concept and all the associated paperwork, bringing clarity for you and your loved ones.

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

Marcel Roos

Pension

+41 41 249 80 25

News

Market commentary 2nd quarter 2024

Since the beginning of the year, only four of the seven technology stocks that dominated last year have outperformed the market. This means that market concentration has increased further.

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Market commentary 1st quarter 2024

After a pleasing investment year in 2023, we also expect a good investment environment for the new year. The US economy remains robust and inflation will decrease in the future.

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Market outlook 2024 – «Sic transit gloria mundi»

Recording of our “Market Outlook 2024”

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