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Your wealth. Your story.

Do a Wealth Check

Thanks to early clarification of your pension situation and long-term planning for retirement, you can prepare for your retirement in a targeted manner.

Start the check Start the check

You are at center stage

Our financial planning focuses on your personal needs, life goals, and expectations.

Scenarios for your future

Tailored to your needs and goals, we analyze your current financial situation and present various future scenarios.

You decide, we plan

Take control of your future standard of living by preparing early. As globally active financial experts, we look after your assets actively and with foresight.

1. Carry out an asset and pension check

2. Request guidance

3. Enjoy prosperity

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Wealth-Check

The next chapter of your asset management starts with a check!

Insights

06.01.2026 CET | Pension fund | Wealth & Pension Planning | Insights

What do you know about your Pillar 3a?

Patrick Diem

Year-end is the time when many people in Switzerland pay closer attention to their Pillar 3a pension plans. Who can pay into it, how big can be the contribution, and what needs to be considered when withdrawing from it? Our financial planners explain the basic ins and outs of private pension plans in Switzerland.

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18.11.2025 CET | Pension fund | Wealth & Pension Planning | Insights | Videos

5 considerations when voluntarily contributing into a pension fund

Jonas Jordi

Voluntary contributions to the pension fund are regarded as an attractive way to increase pension capital while saving taxes. However, there are also constraints and risks involved that you should clarify in advance.

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30.10.2025 CET | Insights | Wealth & Pension Planning | Vorsorge

Managing your wealth in the event of illness, accident or incapacity

Bettina Rösch

Many people place great importance on knowing that their assets are in safe hands. But what would happen if you were no longer able to make important decisions or give instructions?

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