Nils Ganz, Leiter Hypotheken & Vorsorgebeartung Zürich

Those who want to enjoy the third phase of life need to ensure comprehensive pension provision.

Nils Ganz, Head Mortgages & Retirement Planning

Pension advice

Pension advice

It's never too early to plan your retirement. We offer you comprehensive advice in pension, finance and retirement planning, and show you the ways in which you can ensure a financially secure future for yourself and those close to you.

Shaping the future

Retirement issues can be complex: How long can I live off my assets? How can I secure my family's financial future? Can I afford to retire early? We will happily show you ways of securing a retirement that is free of financial worry. Our specialists draw up your individual financial plan together with you and then implement it on the basis of our state-of-the-art asset management solutions. When making the necessary legal arrangements, we work together with experienced notaries and attorneys.

Your benefits at a glance

  • Analysis of insurance policies and pension assets
  • Retirement provision plan drafted
  • Long-term build-up of assets
  • Comprehensive advice on your state and occupational pensions, investments, taxes, real estate, insurance and mortgages
  • Estate planning
  • Advice on tax, marital and inheritance law
  • Broad in-house expertise supplemented by an external network of specialists

Contact us

Start your retirement planning well in advance. Our experienced advisors will be happy to assist, and can also involve external specialists as required.

Christian Kappes

Christian Kappes

Member of Senior Management
Deputy Head Private Banking Switzerland

We offer more

Benefit from our individual investment solutions. Or take our professional advice on investments.