With early pension planning, you can prepare for your retirement in a targeted manner. Especially with a long-term investment horizon, a management pension plan opens up very exciting and diverse design options.
We offer investment strategies for larger pension asset volumes, via either funds or single securities. In the event of retirement or permanent departure from Switzerland, you can transfer the securities from the retirement custodian account to your private assets. The investment solutions are implemented as part of a discretionary asset management mandate with a PensFlex partner bank.
Plan your pension early so you can build towards retirement in a targeted manner. A long-term investment horizon opens up varied and very exciting options for structuring your management pension provision.
You can select a range of strategy profiles based on your personal risk profile in addition to a traditional savings account:
Target oriented strategy profile
Benchmark-oriented strategy profile
Mixed strategy profile
Our foundations offer you numerous BVV2-conform mixed strategy profiles for investment foundations and investment funds depending on your personal risk capacity and risk appetite. You benefit from institutional rates for all your investment solutions. This brings tangible cost advantages, which positively affects the value of your assets.