Swiss Product Range
In partnership with the leading pension foundation we provide:
Mandatory corporate BVG/LLP pensions plans (DB) Employee company pensions (2nd Pillar)
Executive supplementary pension schemes (DC) Tax deductible voluntary pensions (3rd (Pillar)
Transfers from UK pension schemes for Swiss Nationals (QROPS)
In partnership with the leading pension foundation we provide:
Mandatory corporate BVG/LLP pensions plans (DB) Employee company pensions (2nd Pillar)
Executive supplementary pension schemes (DC) Tax deductible voluntary pensions (3rd (Pillar)
Transfers from UK pension schemes for Swiss Nationals (QROPS)
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Our 3rd Pillar (Dritte Säule)
- Voluntary contributions
- Lowest Cantonal tax at withdrawal
- Multiple accounts for tax planning
and asset safety - Influence over personal asset
manager - Qualified and knowledgeable advisors
- Unprecedented range of investment
strategies - Partnership with largest Swiss bank,
pension and insurance companies - Institutional fee rates and fully
transparent low charges - Tax deductible against income (max
2013: for self-employed CHF 33,696,
for employed CHF 6,739) - 100% available as collateral or
deposit for home purchase - Separation of management,
administration and custody for asset
safety.
Corporate Solutions
Our mandatory corporate BVG/LLP plans
provides solutions tailored to the needs of
your company.
For corporate entities, self employed and
professionals we also provide bespoke tax
deductible supplemental pension
schemes for staff earnings between CHF
126,360 and CHF 842,400.
Our mandatory corporate BVG/LLP plans
provides solutions tailored to the needs of
your company.
For corporate entities, self employed and
professionals we also provide bespoke tax
deductible supplemental pension
schemes for staff earnings between CHF
126,360 and CHF 842,400.
Our Partner Financial Houses:
Privatebank Reichmuth Credit Suisse Aquila UBS
Lombard Odier SwissLife Lienhardt Zurich
Foundation Baloise SwissQuote Sarasin ZKB
Winterthur AWi Swisscanto Pictet
Pension Foundation Regulatory Authority:
Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)
Plan Accredited Pension Actuary: Plan Auditor:
Privatebank Reichmuth Credit Suisse Aquila UBS
Lombard Odier SwissLife Lienhardt Zurich
Foundation Baloise SwissQuote Sarasin ZKB
Winterthur AWi Swisscanto Pictet
Pension Foundation Regulatory Authority:
Zentralschweizer BVG- und Stiftungsaufsicht (ZBSA)
Plan Accredited Pension Actuary: Plan Auditor:
Individuals:
Contact us when:
Contact us when:
- - Leaving your present job
- Changing country of residence
- Before retiring
- Before year ends
- Have pension with former employer
- Divorcing
- Running a business
Advantages
- Founded 2005
- On Register of Occupational Benefits
Institutions - Regulated by Zentralschweizer BVG-
und Stiftungsaufsicht (ZBSA) - Professionally qualified board
members - Accredited auditor and actuary
- Lowest cantonal tax withdrawals
- Maximum accounts for tax planning
and asset safety - Exposure to all Swiss compliant
investments - Partnership with largest Swiss banks,
insurance and pension houses - Choice of custodian banks
- Multilingual admin team.
Investment Manager
Advantages
Advantages
- 25 years investment experience
- Economics degree from University
College London - Chartered Financial Analyst
- Regulated in Switzerland, the USA &
British Columbia (Canada) - Experience in managing portfolios
over £750m in size - Out-performance in managing
pharmaceutical, media, chemical,
electricity and non-life insurance
stocks (2002-2007) - Out performed Swiss and most major
stock markets (4% pa with low
volatility, 2007- 2013) - Family office advisory to portfolios
over $1bn
Your Benefits
- Qualified and knowledgeable
professionals - Access and influence over to
manager of pension - Transparent competitive charges
and free to transfer away - Maximum tax reduction
- Maximum asset safety
- Reduced exposure to underfunded
plans - Managed in line with personal
circumstances - Separate management,
administration and custody of assets - Easy withdrawal facility
- 100% available as deposit or
collateral on home purchase
2nd Pillar - retiring or
changing jobs
How we help:
changing jobs
How we help:
- Receipt of 2nd pillar pension from
previous employer - Allocating pension for best tax &
financial planning - Annuities in line with Swiss
regulations (6.6% 2013) - Asset management service for funds
not converted to annuity or
transferred to new employer.
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