Our proven expertise
Our pension solutions are designed with one thing in mind: how they fit into your wealth strategy. We can help you harness the full potential of Swiss “Pillar 2” and “Pillar 3” plans (i.e. occupational and personal retirement plans) with a view to growing and securing your wealth. Voluntary occupational pension plans and vested benefit accounts, for instance, can be used to better structure your wealth and make significant tax savings.
Turning your income into wealth
The strategic value of pension plans lies in their potential for moving some of your wealth into tax-protected vehicles. For example, voluntary occupational pension contributions can provide advantages over more traditional savings vehicles in terms of both tax reductions and higher after-tax yields.
A made-to-measure management approach
Under Swiss occupational pension law, you can have some control over how your pension assets are managed according to your particular situation. This is similar to how a conventional portfolio is managed. Over the long term, these vehicles can be used to help you strike the right balance between retirement savings, other savings and non-financial assets.
"A personalised approach to managing your pension assets can help you to effectively structure your wealth and fine-tune your asset allocation. By making voluntary occupational pension contributions, for instance, you can reduce your tax bill and increase your retirement savings at the same time."
Find out more about what we have to offer you
To go deeper
German manufacturing is still stuck in the doldrums, raising concerns that the slowdown will spread to the rest of the economy, which for the moment is holding up well. Factory orders fell more than forecast, dropping 2.7% on a monthly basis, mainly because of a decline in export orders. And industrial output was down for the second month in a row (–0.6% month on month)...
US consumer confidence indexes didn't lose any ground in August despite the escalating trade war with China and the slump in manufacturing output. This is largely because the economy is close to full employment, wages are rising and financial conditions are loose...
If there are times when you feel overwhelmed by unwelcome changes in your life (facing redundancy, losing a loved one, separation or divorce…), then read on... strengthening your financial resilience may be the key to surviving, and even thriving, through personal or professional challenges.