Comprehensive financial planning and consulting services

Are you looking for financial security and transparency with regard to your future plans? And do you expect comprehensive advice that will take into consideration your family, as well as your personal and overall financial situation. Do you need an advisor who identifies opportunities for optimizations, detects risks and provides you with a solution tailored to your needs?


Maximum amounts for 2018

CHF 6,768.00     for employees and self-employed persons who are affiliated to a pension fund
CHF 33,840.00     for employed persons without affiliation to a pension fund


The maximum contribution to Pillar 3a can be fully deducted from taxable income.

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Financial and pension planning

When it comes to financial planning and consulting, our specialists guide and advise you in planning each phase of your life in such a way that you can enjoy it with as little financial worry as possible. In particular, we will analyze the following subjects for you:

  • all issues regarding your occupational pension plan and your arrangements for retirement
  • withdrawing your pension capital as a lump sum or as a monthly retirement pension
  • voluntary contributions into your pension plan, staggered withdrawals of your pension benefits and the relevant tax planning
  • affordability of your mortgage after retirement
  • Purchase and sale of real estate
  • securing liquidity and optimizing your overall asset allocation


Vontobel pension planning solutions

We offer modern pension solutions for private individuals and entrepreneurs, combining the advantages of pension instruments with modern and professional wealth management. Take advantage of the tax privileges offered by the Swiss 2nd pillar and pillar 3a, and remain in control of your investment strategy at all times. Our pension solutions offer full cost and performance transparency.

  • Pillar 3a: investment funds with excellent track records
  • Vested benefits: tailored investment solutions
  • Executive pension plans: extra-mandatory 1e pension plan solutions offering a choice of your own investment strategy


Vontobel pension planning solutionsFor private individualsFor self-employed persons/entrepreneurs
Pillar 3a yes ja 
Vested benefits yes yes 
Executive pension plans (1e)   yes 

Further information

Do you have any questions about our advisory service? We will be happy to provide you with more detailed information and advice.

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