Select your personal investment strategy
Invest with us and you can choose from a range of strategy profiles as well as having a traditional savings account.
You can select a range of strategy profiles based on your personal risk profile in addition to a traditional savings account:
- Mixed strategy profile
- Benchmark-oriented strategy profile
- Targeted 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, thus adding value to your assets.
Investment strategies with a discretionary asset management mandate
We offer investment strategies for larger pension asset volumes, either via funds or single securities. In the event of retirement or permanent departure from Switzerland, you can transfer the securities from the pension provision custodian account to your private assets.
Free choice of investment strategy
The choice of your personal investment strategy is yours and yours alone. We offer you an extensive selection of investment solutions.
Make the most of what is on offer. Invest part of your pension assets in a mortgage to finance your own home.
Free choice of banking partner
Investing money is a trust-based business. That's why you can choose a partner whom you trust.
PensExpert mortgage
Make the most of what is on offer. Invest part of your pension assets in a mortgage to finance your own home.
Our experts
Fabio Preite
Partner, Member of EB, Head Administration and Foundations
Pasquale Zarra
Partner, Head of Western Switzerland Region
