Invest with us and you can choose from a range of strategy profiles as well as having a traditional savings account.
You can select a range of strategy profiles based on your personal risk profile in addition to a traditional savings account:
Mixed strategy profile
Benchmark-oriented strategy profile
Targeted strategy profile
Our foundations offer you numerous BVV2-conform mixed strategy profiles for investment foundations and investment funds depending on your personal risk capacity and risk appetite. You benefit from institutional rates for all your investment solutions. This brings tangible cost advantages, thus adding value to your assets.
Investment strategies with a discretionary asset management mandate
We offer investment strategies for larger pension asset volumes, either via funds or single securities. In the event of retirement or permanent departure from Switzerland, you can transfer the securities from the pension provision custodian account to your private assets.