Clear position, binding values, integrated approach: PensExpert puts emphasis on clients’ maturity and responsibility. Even when it comes to tied retirement assets. This is why, after clarifying and continually monitoring clients’ objectives and life circumstances, PensExpert manages retirement assets individually and with a free choice of investments.
Pension solutions by the rules of private banking – that is the PensExpert credo:
Is there a good reason for treating your retirement assets any differently than you would any other asset? Are co-determination and transparency taboo subjects when it comes to tied retirement assets investments? Do you consider your pension assets to be second-class funds?
As far as we’re concerned, the answer is a clear “no”.
Which is why PensExpert has developed freely combinable, added value oriented pension solutions. You can manage your retirement assets individually, independently, and in a return-oriented manner with the PensExpert foundations.
In addition to our services, we also look forward to introducing you to our PensFlex collective foundation, the PensFree vested benefits foundation, and the Pens3a pension foundation.
But most of all we look forward to having a personal discussion with you. Make us your “general contractor” for integrated pension solutions. For you too we can find the optimum solution with added value.
PensExpert AG
Kauffmannweg 16
CH-6003 Lucerne
Tel. +41 41 226 12 29
Fax +41 41 226 12 27
info(at)pens-expert.ch
PensExpert AG
Tödistrasse 63
CH-8002 Zurich
Tel. +41 44 206 11 22
Fax +41 44 206 11 21
info(at)pens-expert.ch
PensExpert SA
Avenue de Rumine 60
CH-1005 Lausanne
Tel. +41 21 331 22 11
Fax +41 21 331 22 12
info(at)pens-expert.ch