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. Arrange consultation 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. Nils Ganz Head Mortgages & Retirement Planning Member of Senior Management E-Mail +41 44 286 25 25 Reinhard Rutz Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 60 Christian Kappes Deputy Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 72 We offer more Benefit from our individual investment solutions. Or take our professional advice on investments. Investment advice Systematic investment process Customised investment strategy Active management of assets Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Christian Kappes Deputy Head Private Banking Switzerland Member of Senior Management E-Mail +41 44 286 25 72
Investment advice Systematic investment process Customised investment strategy Active management of assets
Modular investment solution Innovative modular investment concept Individual selection of modules Transparent pricing model and reporting
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds