Prévoyance Professionnelle Excellence
Whether you're an independent professional, a growing SME, or a multinational corporation, we provide corporate pension solutions that combine pension expertise with investment excellence. Our approach ensures your pension plan becomes a genuine competitive advantage.
Working with leading pension foundations in open architecture, we design, implement, and manage solutions that optimize both employee benefits and tax efficiency—while keeping administration simple and coordinated.
Who We Help
Our corporate pension solutions are designed for a wide range of organizations and professionals
Self-Employed Professionals
Independent professionals with or without employees seeking tax-efficient pension solutions tailored to their field of activity
SMEs & Multinationals
From micro-enterprises to large multinationals looking for competitive pension solutions to attract and retain talent
Executive Retention Focus
Companies seeking enhanced pension solutions specifically designed to retain key executives and senior management
Investment-Driven Solutions
Organizations wanting to combine pension expertise with professional investment management under one roof
Why Choose Our Corporate Pension Solutions
What sets our corporate pension solutions apart
Complete Pension Solution
Manage base and supplementary pension within the same foundation, coordinating plans and simplifying administration
Personalized Structure
Solutions adapted to your company size, industry sector, and employee age structure
Investment Excellence
Invest alongside bank executives and partners, or via individual discretionary mandates
Individualized Support
Personalized guidance for insured members on their investment strategy within 1e plans
Open Architecture
Solutions in collaboration with leading pension foundations, operating with full open architecture
Optimization Focus
Analysis of your current pension solution to identify clear optimization opportunities aligned with your objectives
Pension Solution Types
From base occupational pension to sophisticated 1e plans with individual investment choice
Base Pension (LPP/BVG)
Comprehensive management of mandatory occupational pension within our partner foundations
- Full regulatory compliance
- Plan coordination
- Simplified administration
Supplementary Pension (1e)
Extra-mandatory pension plans with individual investment choice for higher-earning employees
- Individual investment strategies
- Personalized member support
- Tax optimization
Combined Solutions
Integrate base and 1e pensions within the same foundation for seamless coordination
- Single foundation structure
- Unified administration
- Flexible plan design
Partnership with AROMED
Specialized solutions for medical professionals
Through our collaboration with the Association Romande de Médecins (AROMED), we offer tailored pension solutions for medical professionals.
What's Included
Comprehensive corporate pension services
Pension Audit
Complete review of your current pension arrangement with optimization recommendations
Plan Design
Custom pension plan design aligned with your company goals and employee needs
Investment Management
Professional management of pension assets with institutional-quality strategies
Ongoing Administration
Simplified, coordinated administration of all pension plans
Your Dedicated Advisory Team
Get personalized guidance from our experienced wealth advisors who understand your unique needs.
Ready to discuss your goals?
How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond