Swiss Financial and Pension Planning

Comprehensive approach to planning your retirement

What we offer

Financial Planning

Financial planning involves compiling a comprehensive picture of the current state of your assets and wealth, and making projections as to how your assets and wealth might evolve in future years.

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1e Pension Solutions

1e pension plans are part of non-compulsory pension planning (2nd Pillar), to insure salaries above CHF 129,060.

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Vested Benefits (2nd Pillar)

Our Pictet Vested Benefits Foundation (2nd Pillar) can provide you with individualised solutions to manage your vested pension benefits optimally.

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Individual Pension (3rd Pillar A)

Our Pictet Individual Pension Foundation (3rd Pillar A) enables you to build up their own additional personal capital as pension provision and benefit from tax allowances and relief applicable to tied personal pension accounts (3rd Pillar A).

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About Pictet

We are a leading independent investment firm with more than 200 years’ experience. As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We do this by building responsible partnerships with our clients and the companies in which we invest.

591
BN CHF
Assets under management or custody*
22.7
Percent
Total capital ratio**
164
Percent
Liquidity coverage ratio**
5000+
Full-time equivalent employees

*Figures as of 30 September 2022
**Figures as of 31 December 2021

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