Investment solutions with asset management mandate

Maximum investment flexibility for the larger pension asset portfolio

Flexible investment solutions with authoritative Swiss banks and asset managers are also available for larger pension asset portfolios or extra-mandatory pension fund assets (Flex solution). Our bank and asset management partners provide comprehensive and tax-efficient consulting. As the client, you set the investment strategy for your pension portfolio together with your consultant. The implementation of the investment strategy must be entrusted to an asset manager approved by FINMA.  The asset manager ensures that the composition of your securities portfolio complies with all statutory and regulatory investment requirements.
 

Visit Compare Invest for a comparison of key data on a wide range of selected invest-ment products from renowned providers.