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 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.
1e Pension Solutions
1e pension plans are part of non-compulsory pension planning (2nd Pillar), to insure salaries above CHF 132'300.-.
Vested Benefits (2nd Pillar)
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).
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.
*Figures as of 30 June 2023