Investments & Pension
Develop Your Assets Optimally
From investment advice to retirement planning – we accompany you on the path to your financial goals.
Investment Advice & Wealth Management
Individual investment strategies based on your goals, time horizon and risk tolerance.
Pillar 3a Optimisation
Maximise your tax benefits and systematically build your retirement assets.
Retirement Planning
Comprehensive planning of your pension – when can you stop working, and with what income?
Vested Benefits
Optimise your vested benefits – invest in a high-yield investment instead of a poorly interest-bearing account.
Investment Calculator
How Will Your Wealth Grow?
Calculate how your capital develops over time through regular contributions and the compound interest effect.
Initial Capital
CHF 10'000
Contributions
CHF 48'000
Interest (incl. compound)
CHF 51'333
Final Value
CHF 109'333
Wealth Development
Save your calculation as a PDF – we'll be happy to get in touch.
Billions lie unused — optimise your vested benefits
What are vested benefits?
When you change employer or are temporarily unemployed, your accumulated BVG savings are transferred to a vested benefits account or policy. This money belongs to you – but it often lies unused for years in poorly interest-bearing accounts.
Over CHF 30 billion lies in Swiss vested benefits accounts — often poorly invested
Ready for a no-obligation consultation?
Let's analyse your situation together. Free and without obligation.
Or call us: +41 62 531 30 00