Swiss Financial and Pension Planning

Swiss Financial and Pension Planning

To ensure your financial security at all times we offer you our expertise in pension planning and financial planning through our personalised services.

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 132'300.-.

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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.

    More information

    Performance of our portfolios

    Documentation

  • 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).

    More information

    Performance of our portfolios

    Documentation

About Pictet

We are an independent investment partnership known for our long-term mindset, responsible approach to business and entrepreneurial spirit. These principles have defined us since 1805. For our clients, colleagues, and wider society, we always aim to do the right thing and honour our commitment to enduring quality.

Learn more about the Pictet Group

  • 694
    BN CHF
    Assets under management or custody*
  • 29.0
    Percent
    Total capital ratio**
  • 198
    Percent
    Liquidity coverage ratio**
  • 5400+
    Full-time equivalent employees

*Figure as of 30 June 2024
**Figures as of 31 December 2023

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