Notenstein Private Bank Ltd cooperates with collective foundations to offer you the option of investing your supplementary second pillar pension assets according to your personal needs, within the framework of investment strategy options and the statutory investment guidelines (OPO2: Swiss Occupational Pension Ordinance).
Although employee benefit plans are geared to long-term investment, statutory provisions compel pension funds to guarantee minimum interest rates each year, making it more difficult to implement a long-term investment policy. Moreover, investment policy is based on group obligations, not the needs of the insured.
Self-employed persons with employees, as well as members of senior or middle management, can take targeted action to change this situation for the better. By working with collective foundations, and underpinned by our investment methodology, you can define a strategy that is tailored to your personal risk capacity and tolerance from the investment strategies available.
Management pension plans are designed according to requirements and as a complement to existing pension solutions.
Our strategic partners for management pension solutions:
– PensFlex Collective Foundation
– Elite Pension Foundation