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Career and pensions

Planning my journey with foresight

Certain changes are inevitable in life: changing jobs, moving to Switzerland, or even changing countries. But one thing remains constant: the importance of planning ahead. Find out how our expertise can help you anticipate these transitions and maximise available opportunities.
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For a peaceful future

Why is pension planning important?

Pension planning is a primary concern for the Swiss, as it forms a foundational pillar of one's wealth. Pension assets consist of your pension fund and the 3rd pillar, but they don't exist in addition to them. These assets can be allocated towards retirement savings or other ventures, such as purchasing your main residence. Pension solutions also provide safeguards in cases of disability or death, allowing you to prepare for unforeseen events.

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    Pension gaps

    By identifying and filling any gaps in your pension provision, you can save on tax and optimise your retirement.

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    Loans

    By analysing your potential for additional debt and calculating its optimum level, you can reduce the impact of your taxes and generate cash for your projects.

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    Taxes

    Calculating marginal tax rates allows you to quantify your tax savings and how to plan for them.

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A personalised pension analysis will help you plan your financial future

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    01.

    Anticipate potential risks to your future financial security.

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    02.

    Maximising efficiency in the use of available resources.

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    03.

    Establish a budget plan based on a clear vision of your needs.

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    04.

    Make sure you and your loved ones are ready to face unexpected events with complete peace of mind.

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Pension analysis

The pension analysis gives you a complete overview of your future financial situation to plan more effectively and enjoy a comfortable retirement.

Careful planning for a secure future: let's foresee your wealth objectives together.

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Changing jobs

  • How can I guarantee my ongoing pension if I change careers?
  • What pension options are available to protect my family during a career change?
  • How can I optimise my finances when I change jobs while preserving my assets?
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Moving to Switzerland

  • What are the tax and asset implications of moving to Switzerland?
  • How can I secure my pension provision and retirement as an expatriate in Switzerland?
  • What are the advantages of pension products tailored to expatriates to help them settle successfully in Switzerland?
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Moving to another country

  • How can I protect my assets and financial security when relocating internationally
  • What are the best pension strategies for minimising the risks when changing countries?
  • What is the best way to plan my retirement while moving abroad?

What's your life plan?

Whether it's for a business project or the "project of a lifetime," our advisers and experts are here to bring your idea to reality without the headaches and with complete peace of mind.

  • Choose my life project...
  • Portfolio management
  • Taxes
  • Legacy
  • Property project
  • Marriage and cohabitation
  • Divorce
  • My career and my pension
  • Retirement
  • Estate
  • Family
    • Wealth analysis

    • Taxes

    • Financial planning

    • Financing

    • Marriage counseling

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Management mandates

    • Advisory mandates

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Financing

    • Wealth analysis

    • Marriage counseling

    • Wealth analysis

    • Financial planning

    • Financial planning

    • Wealth analysis

    • Marriage counseling

    • Tax advisory

    • Wealth analysis

    • Financial planning

    • Pension analysis

    • Financial planning

    • Wealth analysis

    • Pension analysis

    • Estate planning

    • Wealth analysis

    • Financial planning

    • Wealth analysis

    • Financial planning

    • Estate planning

    • Pension analysis

    • Marriage counselling

A unique blend

Thanks to our unique blend of business expertise, our financial advisers can help you achieve all your life goals.

Investment

Investment

From investment advice to delegated portfolio management, we are dedicated to safeguarding your capital and securing its growth by identifying investment solutions that align seamlessly with your values, goals, and the assurance of peace of mind.

Wealth & pension advice

Wealth & pension advice

Bring vitality and success to your life projects by comprehensively analyzing your assets and optimizing their structure.

Financing

Financing

We offer various financing solutions for all your real estate projects, such as mortgages and Lombard loans.

Academy

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

  • wealth_solutions Wealth solutions

    Build, grow, and preserve your wealth.

  • Pension_planning Pension planning

    All you need to know about pension planning for people and for businesses.

  • Financing Financing

    Financing options for your real estate project.

  • Investment Investment

    Resources to learn the fundamentals of investment or to specialize.

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