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

Energy – the topic of the decade

Europe wanted to become the first climate-neutral continent and achieve net-zero greenhouse emissions by 2050. The boot is now on the other foot, with energy security the dominant issue and likely to preoccupy politics and society for years to come.

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Video Market Outlook 3rd Quarter 2022

Western stock markets lost around 20% in the first half of the year. Bonds also had little diversifying effect – the Swiss bond index also lost over 10%. Measured against the Pictet BVG 40 Index, a mixed portfolio thus lost around 14% during this period.

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25 years Reichmuth Pilatus

Our Reichmuth Pilatus fund celebrates its 25th anniversary. We had the pleasure of welcoming around 100 guests to the anniversary. Speakers from companies we know well gave interesting and informative insights into their current environment.

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