Vested benefits

We can advise you on investing your vested benefits from Swiss occupational pension schemes – and fully in line with the investment strategy we have worked out with you.

The benefits to you

  • Your vested benefits are actively monitored. You benefit from our market assessments.
  • You have wider investment options (beyond statutory norms).
  • You can also make direct investments.
  • You can coordinate the investment of your vested benefits with that of your unrestricted assets in an optimal way.
  • You benefit from independent investment proposals (best-in-class approach).
  • You receive comprehensive and informative reports on the performance of your assets on a regular basis.

Our services

  • Our experienced portfolio advisors look after your vested benefits in a professional way.
  • Our investment ideas are based on a structured and disciplined investment process (within the wider statutory norms).
  • Ongoing risk monitoring (as legally required) that takes account of your individual needs is guaranteed.