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.

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

General 31.08.2026 Christof Reichmuth

AI Euphoria: Why Security Matters Again

Signs of an AI bubble are mounting. Valuations are at record levels, leverage in equity markets is increasing, and the euphoria surrounding AI and technology companies continues unabated.

General 07.08.2026 Dr. Matthias Ramser

AI Remains a Key Driver – Selectivity Is Becoming Increasingly Important

Leading US technology companies are set to continue investing substantial sums in artificial intelligence. Increasingly, however, their stock-market performance will depend on whether this spending translates into higher revenues and wider margins.

Investing 02.07.2026 Dr. Matthias Ramser

Market commentary 3rd quarter 2026

The current stock market cycle is characterized by an investment boom in artificial intelligence, energy infrastructure, and defense. In an interview with Stephan Marti, CIO Matthias Ramser explains the key drivers and what investors should be paying particular attention to right now.