Focus on your investment return.

With early pension planning, you can prepare for your retirement in a targeted manner. Especially with a long-term investment horizon, a management pension plan opens up very exciting and diverse design options.

Free choice of investment strategy

The choice of your personal investment strategy is yours and yours alone. We offer you an extensive selection of investment solutions.

Free choice of banking partner

Investing money is a trust-based business. That is why you choose a partner whom you trust.

The PensExpert mortgage

Make the most of what is on offer. Invest part of your pension assets in a mortgage to finance your own home.

These are our clients

Burkhalter Group is Switzerland’s leading one-stop provider of electrical engineering services to the construction sector. They currently have 47 group companies at almost 100 locations throughout the country, staffed by some 3000 employees including around 700 apprentices. Together they can provide you with 360° Swiss electro-technics such as installations, switchboards, servicing and maintenance, telematics, automation and security.
Lucerne Cantonal Hospital (LUKS) is Switzerland’s largest central hospital. It comprises the Lucerne, Sursee and Wolhusen hospitals plus the Luzerner Höhenklinik Montana. It has about 7'000 employees providing round-the-clock care to their patients. The LUKS has about 850 acute care beds for a catchment area of 700'000 inhabitants. It treats 43'000 inpatients every year and counts over 600'000 outpatients contacts. LUKS clinics and institutes provide medical treatment of the highest quality.
In 1995, Joe Bienz founded Performa, a Lucerne-based company, and prudently and consistently built it up with co-owner Adi Bärtschi into an IT company with a nationwide presence. The company’s long-term competence lies in consulting, conception and software implementation in the CRM and ERP area for groups, education, NPOs and services.

Investment strategies with a discretionary asset management mandate

We offer investment strategies for larger pension asset volumes, via either funds or single securities. In the event of retirement or permanent departure from Switzerland, you can transfer the securities from the retirement custodian account to your private assets.  The investment solutions are implemented as part of a discretionary asset management mandate with a PensFlex partner bank. 

Investment strategies with BVV2-conform strategy profiles

Plan your pension early so you can build towards retirement in a targeted manner. A long-term investment horizon opens up varied and very exciting options for structuring your management pension provision.

You can select a range of strategy profiles based on your personal risk profile in addition to a traditional savings account:

  • Target oriented strategy profile

  • Benchmark-oriented strategy profile

  • Mixed strategy profile

Our foundations offer you numerous BVV2-conform mixed strategy profiles for investment foundations and investment funds depending on your personal risk capacity and risk appetite. You benefit from institutional rates for all your investment solutions. This brings tangible cost advantages, which positively affects the value of your assets.


PensFlex 1e collective foundation

PensFlex represents a paradigm shift in occupational pension provision by moving away from the group mentality towards greater freedom and individual responsibility.

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PensUnit collective foundation

PensUnit targets companies and individuals who want to save more on tax.

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Fabio Preite
Partner, Member of EB

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+41 41 226 15 15