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 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.

Learn more about the Pictet Group

  • 633
    BN CHF
    Assets under management or custody*
  • 29.0
    Percent
    Total capital ratio*
  • 198
    Percent
    Liquidity coverage ratio*
  • 5400+
    Full-time equivalent employees

*Figures as of 31 December 2023 (unaudited)

What we do

  • Wealth management

    Private banking and related services to help individuals and families protect, grow and control their wealth and preserve it for future generations.

    Our solutions

  • Asset management

    Investment management across a range of capabilities, including thematic equities, alternative investments, multi asset and emerging markets.

    Our capabilities

  • Alternative investments

    Experts in private equity, private debt, real estate and hedge funds, managing over USD 50 billion in assets across nine investment offices

    Our approach

  • Asset services

    Standard and bespoke custody, fund and trading solutions, in addition to cash and securities settlements, corporate actions, valuations and reporting.

    Our services

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