Pioneering the pension provision market


Committed to the pioneering spirit

PensExpert AG started in Lucerne in May 2000. Since our foundation, we have developed our reputation as a pioneer in occupational provisions and we now have a successful track record going back 20 years. We are a leading provider throughout Switzerland and Germany of individual, self-determined pension concepts based on personal responsibility.

Board of Directors

PensExpert-Luzern-Joerg-Odermatt
Jörg Odermatt
President
Christof Reichmuth
Board Member
Dimitri Wittwer, PhD
Board Member
Markus Helbling
Board Member

Executive Board

PensExpert-Luzern-Rafael-Loetscher
Rafael Loetscher
Partner, CEO
Mark Huber
Partner, Member of EB, Head of Branches Switzerland
Fabio Preite
Partner, Member of EB, Head Administration and Foundations

Branch manager

PensExpert-Luzern-Nicole-Buechi
Nicole Büchi
Head of Central Switzerland and Midlands
PensExpert-St-Gallen-Ralf-Tertulliani
Ralf Tertulliani
Partner, Head of Eastern Switzerland Region
Edric Speckert
Head of Western Switzerland Region
PensExpert-Basel-Alan-Mastria
Alan Mastria
Head of Northwestern Switzerland Region

Foundation manager PensFlex and PensUnit

PensExpert-Luzern-Peter-Disler
Peter Disler
Managing Director PensFlex & PensUnit

Foundation manager PensFree, 3a & Independent

Fabio Preite
Partner, Member of EB, Head Administration and Foundations

Expert group Fondations

PensExpert-Luzern-Walter-Blum
Walter Blum
Partner, Head of expert group Fondations

A network of prominent experts

PensExpert works with a select network of proven specialists in asset management, pension and taxation advice.