Occupational Pension

With the certainty of having a global financial advice, you save time and money. You can look at the future with greater serenity thanks to a planned retirement.

Our goal

  • To give you a comprehensive view of your assets and optimize your finances for the long term

Your advantages

  • Personal assets, real estate, tax, pensions and inheritance are dealt with simultaneously in details
  • You are given a written, illustrated and complete financial report to help you make key decisions over the years to come
  • Your income, wealth and tax situations are forecasted over decades using real-life scenarios
  • You will benefit from tax-efficient solutions
Managing your 2nd pillar
We provide our know-how and asset management skills in the context of vested benefits and occupational pension schemes.

Our goal

  • To give you an individualized vision of your swiss pension funds (pillar 2). Our tailor-made and consolidated wealth management allows you to have a tax efficient approach of your investments.

Your advantages

  • You choose your own investment strategy based on your goals.
  • You get the full return. No redistribution between active and inactive (retirees).
  • Full transparency regarding your own returns, administration and management fees.
  • Income and wealth are completely exempt from taxes for the duration of the investment.

Tell us about yourself

We’d love to share our global perspective with you.

Contact us via email or WhatsApp today.