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.

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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

31.01.2025 CET | Wealth & Pension Planning

How to safeguard your business in any given situation

Daniel Schädler

Effective management and ongoing development are crucial to the success of a business. But what happens if the business owner is unexpectedly incapacitated due to an accident or a severe illness? Such unforeseen events can thrust a business into crisis, even if a successor has already been chosen.

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01.10.2024 CEST | 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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01.10.2024 CEST | Pension fund | Wealth & Pension Planning

Optimize your returns: Unlock the potential of your vested benefits account

Alexander Spillmann

If you stop contributing to your second pillar, the pension assets you have accumulated will be transferred to a vested benefits account or a custody account. In addition to numerous tax advantages, this offers you the opportunity to actively invest your money. Find out which options you have.

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